Client connection Archives - 401k Plan Optimization, Compliance, Investment & Partners

Plan Sponsors Want More From Retirement Advisors, and Here’s Why

By Fred Barstein / 401(k) advisor trust, 401(k) Plan Management, 401k Advisor, 401k plan, Client connection, collaboration, Confidence, DC Plan Sponsors, DC plans, Employee engagement, Fiduciary, Financial Advice, Financial Advisors, financial stress management, Financial Wellness, Future Self, recordkeeping, Recordkeeping, Retirement Advisor Specialist, Retirement Committee, Retirement Income, Retirement planning, Retirement Readiness, Target Date Fund

Plan sponsors want better retirement savings outcomes for their employees and are looking to advisors for solutions. The disconnect between what participants need to save...

Quarterbacking Retirement Plans: Advisors at the Center of Success

By Fred Barstein / 401(k) advisor trust, 401(k) Plan Management, 401k Advisor, 401k plan, Client connection, Communication, DC Plan Sponsors, DOL Guidance, Employee engagement, Fiduciary, Financial Advisors, financial wellness, Investments, Professional Retirement Plan Fiduciary Services, Retirement Plan Advisor, Retirement Plan Consultants

A retirement plan advisor plays a pivotal role in supporting both plan sponsors and participants. Beyond managing investments, advisors ensure all service providers—such as TPAs,...

RPA Broker/Dealer Roundtable: Convergence and Plan Growth Take Center Stage

By Fred Barstein / 401(k) Plan Management, 6th Annual RPA Broker/Dealer Roundtable, Adaptability, Authenticity, Client connection, Communication, Convergence, DC Plan Sponsors, Fiduciary, Financial Advisors, Financial Wellness, Retirement Income, Retirement Readiness

The largest and most oversubscribed RPA Broker/Dealer Roundtable to date took place at Broadridge’s New York City offices just ahead of the WealthManagement.com Industry Awards. ...

Empowering Employees Through Clear Benefits Communication

By Fred Barstein / 401(k) Plan Management, benefit education, benefits committee, Client connection, Communication, Employee engagement, Employee training, financial stress management, Financial Wellness, HR

Clear, consistent communication around employee benefits is essential—especially when it comes to understanding changes, updates, and cost considerations. Without it, employees are often left guessing...

The Key to Standing Out as a Retirement Plan Advisor? Be Yourself.

By Fred Barstein / 401k Advisor, 401k plan, Adaptability, Authenticity, Client connection, collaboration, Communication, DC Plan Sponsors, erisa, Fiduciary, Financial Wellness, mindfulness, Retirement Plan Advisor

The retirement plan advisor space has long been filled with technical jargon and a narrow focus on the mechanics of 401(k) plans. But as fees...

Six Red Flags That Signal Your 401(k) Advisor Isn’t Worth the Cost

By Fred Barstein / 401k Advisor, 401k News, 401k plan, Benchmarking Fees, Client connection, DC Plan Sponsors, Fiduciary, Financial Advisors, Financial Security, Financial Wellness, Retirement Plan Advisor, Retirement planning, Retirement Readiness, Target Date Fund

After 25 years of benchmarking retirement plans across Oklahoma, Terry Morgan, AIF, CPFA of OK 401k has seen some patterns that have become impossible to...

Why Authenticity is the New Advantage for Retirement Plan Advisors

By Fred Barstein / 401k News, Adaptability, Authenticity, Change, Client connection, collaboration, Communication, Creative approach, DC Plan Sponsors, Fiduciary, Financial Advisors, Financial Wellness

Authenticity and self-awareness are becoming critical differentiators for retirement plan advisors (RPAs) in an industry that often leans heavily on technical knowledge, acronyms, and compliance...

401(k) Plans Are Changing—Here’s Why

By Fred Barstein / 401(k) Plan Management, 401k plan, Adaptability, Changing dynamics, Client connection, Convergence, Convergence & Advisor M&A, DC plans, erisa, Financial Advisors, Financial Wellness, Retirement Plan Advisor, WealthManagement.com

The 401(k) industry is buzzing about private markets, crypto, ESG, and PEPs, but these trends pale in comparison to the real forces reshaping retirement plans. ...

The Hidden Risks of a “One Size Fits All” Retirement Plan Approach

By Fred Barstein / 401(k) Plan Management, auto enroll, auto escalate, Auto Portability, Client connection, Communication, DC Plan Sponsors, Fiduciary, Financial Advisors, Financial Wellness, Ideal Plan, one-size-fits-all, Retirement Plan Advisor, Retirement Readiness

A “one size fits all” approach to retirement plans can be surprisingly detrimental because it overlooks the diverse financial situations, goals, and risk tolerances of...

401k Real Chat: Fred Barstein & Lauren Loehning

By Fred Barstein / 401(k) advisor trust, 401(k) Plan Management, Adaptability, AI for Retirement, Authenticity, Client connection, Communication, DC Plan Sponsors, Employee engagement, Employee happiness, mindfulness

In a recent episode of 401k Real Chat, Fred Barstein, CEO of TPSU, TRAU, and 401kTV, sat down with Lauren Loehning, co-founder of Moniwell and...

Empowering Employees Through Clear Benefits Communication

The Key to Standing Out as a Retirement Plan Advisor? Be Yourself.

Why Authenticity is the New Advantage for Retirement Plan Advisors

401(k) Plans Are Changing—Here’s Why

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