Client connection Archives - Page 2 of 10 - 401k Plan Optimization, Compliance, Investment & Partners

Creativity Drives Clarity in Advisor–Plan Sponsor Relationships

By Fred Barstein / 401(k) advisor trust, 401(k) Plan Management, 401k Advisor, Adaptability, Authenticity, Client connection, collaboration, Communication, DC Plan Sponsors, Employee Benefits, Financial Advisors, Financial Wellness, Financial Wellness, financial wellness programs, Gamification Retirement Planning, Retirement Advisory

Creativity is increasingly essential in the relationship between retirement plan advisors and plan sponsors because effective communication is no longer one-size-fits-all. Advisors who can translate...

When “Co-opetition” Becomes Co-option: Why Advisor Independence Still Matters

By Fred Barstein / Advisor Independence, Benchmarking & Monitoring Fees & Partners, Benchmarking Fees, Client connection, Co-opetition, Co-option, collaboration, Communication, competition, DC Plan Sponsors, Fiduciary, Financial Advisors, Financial Wellness, Independence planning, Investments, Recordkeeping, Retirement Committee

The relationship between retirement plan advisors and recordkeepers has always involved some natural tension. But as both sides expand into overlapping territory, plan sponsors need...

Employees Feel Fine Day to Day—but Financial Stress Is Undermining Resilience

By Fred Barstein / benefit education, benefits committee, Client connection, Communication, Convergence, Employee Benefits, Employee engagement, Employee happiness, Employee Resilience, Fiduciary, financial behaviors, financial insecurity, financial stress management, Financial Wellness, Financial Wellness, managed financial stress, Plan design, Retirement Plan Committee, wellness assessment

Tired Businesswoman In The Office With Stack Of Papers Sbi 350593568

Most employees say they’re doing pretty well on a daily basis. But dig a little deeper, and the picture changes. A new national survey from...

The Power of One-on-One Consultation in Building Retirement Readiness

By Fred Barstein / 401(k) advisor trust, 401(k) Plan Management, 401k Advisor, benefit education, Client connection, Communication, Convergence, DC plans, Employee engagement, Fiduciary, financial wellness, One-on-on consulting, Retirement Plan Consultants

One-on-one consultations play a critical role in retirement readiness because they allow advisors to address each employee’s unique financial situation, goals, and concerns. As employees...

Why Employee Education Requires More Than One Method

By Fred Barstein / benefit education, CEO Engagement, Client connection, collaboration, Communication, DC Plan Sponsors, DC plans, Education, education, Employee feedback, Employee training, Fiduciary, Financial Wellness, Retirement Readiness

Employee education requires more than one method because no single approach can effectively reach an entire workforce. Employees have different schedules, learning styles, comfort levels,...

Top 10 401(k) Stories in 2025

By Fred Barstein / 401(k) Plan Management, 401k Advisor, AI for Retirement, benefit education, Benefits integration, Change, Client connection, Convergence, DC plans, Emergency Savings, Employee engagement, evolving and adapting, Fiduciary, financial stress management, Financial Wellness, Investments, Latest News, Latest Stories

The retirement industry saw significant transformation in 2025, with several major themes shaping how employers, advisors, record keepers, and participants navigate the 401(k) landscape. The...

Why Participant Loans Can Strengthen Retirement Readiness

By Fred Barstein / 401(k) Plan Management, Client connection, Communication, DC plans, Employee Benefits, Employee engagement, Fiduciary, Financial Wellness, Hardship Withdrawals & Loans, participation, Retirement Plan Loans

Participant loans, when structured thoughtfully, can actually strengthen the overall retirement experience by reducing financial stress for employees. Knowing they can access a portion of...

Free Tools Plan Sponsors Can Use to Vet Prospective Retirement Plan Advisors

By Fred Barstein / 401(k) advisor trust, 401(k) Plan Management, 401k Advisor, Client connection, DC Plan Sponsors, DC plans, Digital Tools, Employee happiness, Fiduciary, Fiduciary, Financial Advice, Financial Advisors, Financial Advisors, Financial Wellness, Improving Outcomes, Professional Retirement Plan Fiduciary Services, Record Keepers, Regs and Regulators, Retirement Plan Advisor, Retirement Plan Fiduciary, Retirement Readiness

Choosing the right financial advisor for your retirement plan is one of the most important decisions you’ll make as a plan sponsor. It’s also a...

The Future of Aggregators: Key Takeaways From the 2025 Roundtable

By Fred Barstein / 401(k) Managed Accounts, Aggregators, Benchmarking & Monitoring Fees & Partners, Changing Recordkeepers, Client connection, DC plans, Fiduciary, Financial Advisors, Financial Wellness, Investment Managers, Plan Acquisition, Recordkeeping, Regs and Regulators, Retirement Committee, Roundtables

Aggregator Roundtable 2025: How RPAs and RIAs are Reshaping Workplace Saving and Benefits

The 2025 Aggregator Roundtable brought together leaders from major RIA and RPA aggregators to discuss how workplace retirement, wealth, and benefits are converging. With fees...

Why Employee Communication Matters in Financial Literacy

By Fred Barstein / 401(k) Plan Management, benefit education, Client connection, Communication, Confidence, DC Plan Sponsors, DC plans, Employee engagement, Employee happiness, Fiduciary, Fiduciary Training, Financial Advice, financial behaviors, financial literacy, Financial Stress

Employee communication is essential for building financial literacy, especially around retirement benefits. Even the strongest 401(k) plan won’t have its intended impact if employees don’t...

Employees Feel Fine Day to Day—but Financial Stress Is Undermining Resilience

Top 10 401(k) Stories in 2025

The Future of Aggregators: Key Takeaways From the 2025 Roundtable

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