Client connection Archives - Page 6 of 9 - 401k Plan Optimization, Compliance, Investment & Partners

Words Make All the Difference in Improving Participation and Outcomes

By Fred Barstein / 401k News, acquisition, adult learning, Authenticity, benefit education, Client connection, Communication, Communication, Creative approach, DC Plan Sponsors, Economy, education, Employee Benefits, Employee engagement, Employee training, Fiduciary, Financial Advice, Financial Advisors, financial literacy, Financial Wellness, personal financial advice, Private Wealth & Retirement Planning, Retirement Happiness, small plans

Canadian philosopher and media theorist Marshall McLuhan is famous for coining the phrase, “The medium is the message.” His iconic observation suggested that the form...

Drive Engagement in Financial Planning Meetings with Free Food

By Fred Barstein / 401k News, adult learning, benefit education, benefits committee, CEO Engagement, Client connection, Committees, Communication, Company Contributions and Vesting, Creative approach, DC plans, Detailed Meeting Minutes, Employee Benefits, Employee engagement, Employee happiness, Employee training, Fiduciary, Financial Advisors, financial literacy, financial wellness, Financial Wellness, Health & Wellness, incentivizing financial meetings, Peer to peer learning, Retirement Committee

Drive Engagement in Financial Planning Meetings with Free Food If you’re an employer looking to increase participation in your financial planning meetings, consider offering free...

Transforming 401(k) Plans Through AI

By Fred Barstein / 401k News, AI, artificial intelligence, auto enroll, Auto Portability, automation, Benchmarking & Monitoring Fees & Partners, benefit education, Client connection, Communication, Consolidation, DC Plan Sponsors, Digital Tools, Economy, ESG, Fiduciary, Financial Advisors, financial literacy, Financial Wellness, innovation, Managed Accounts, Regs and Regulators, Robo Advisor Technology, Selecting & Monitoring

Artificial intelligence (AI) could transform the 401(k) industry in a way similar to the impact behavioral finance has had on retirement planning. While the industry...

Why Hire a Professional Fiduciary?

By Fred Barstein / 401k News, auto enroll, Benchmarking & Monitoring Fees & Partners, Benchmarking Fees, benefits committee, Client connection, Communication, Compliance, Confidence, DC Plan Sponsors, DOL, erisa, fee lawsuits, Fiduciary, Financial Advice, Financial Advisors, Financial Security, Financial Wellness, Improving Outcomes, Legislation, participation, personal financial advice, Retirement Advisor Specialist, retirement income, Retirement Plan Participation, Senior Management Engagement, Specialization, wellness assessment

Retirement plan sponsors often grapple with the decision to hire an outside fiduciary. With regulatory scrutiny increasing in intensity and fee lawsuits continuing to proliferate,...

Effective Retirement Plan Education: Reaching All Learning Styles

By Fred Barstein / 401k News, Adaptability, adult learning, AI, benefit education, benefits committee, Client connection, collaboration, Communication, Confidence, DC Plan Sponsors, Documents & testing, Economy, education, Employee Benefits, Employee engagement, Employee happiness, evolving and adapting, Fiduciary, Financial Advisors, financial literacy, Financial Wellness, Peer to peer learning, Retirement Committee, virtual learning

Effective Retirement Plan Education: Reaching All Learning Styles Educating employees about retirement plans is essential for any successful retirement program. By providing the right knowledge,...

Raising the Bar: Essential Traits of Top Retirement Plan Advisors

By Fred Barstein / 401k News, Adaptability, AI, artificial intelligence, Authenticity, Change, Client connection, Communication, Confidence, Convergence, DC Plan Sponsors, Digital Design, Digital Tools, Due Diligence, education, Employee engagement, Employee feedback, Employee happiness, Family involvement, Financial Advisors, Financial Wellness, Health & Wellness, mindfulness, participation, Private Wealth & Retirement Planning, retirement advisor satisfaction, Retirement Advisor Specialist, Retirement Plan Advisor

Over the past few decades, the role of Retirement Plan Advisors (RPAs) has drastically expanded. What once involved basic oversight of investment portfolios and fulfilling...

Plan Sponsors Under Pressure: Enhancing Retirement Benefits to Attract Top Talent

By Fred Barstein / Adaptability, Benchmarking & Monitoring Fees & Partners, benefit education, benefits committee, Benefits integration, Client connection, collaboration, Communication, competition, Confidence, Convergence, DC Plan Sponsors, Economy, education, Employee Benefits, Employee happiness, Fiduciary, Financial Wellness, financial wellness programs, Improving Outcomes, inflation concerns, Regs and Regulators, Retirement Readiness, Retirement Savings Concern

Plan Sponsors Under Pressure: Enhancing Retirement Benefits to Attract Top Talent As the retirement landscape evolves, plan sponsors are increasingly under pressure to enhance their...

Thinking about Changing Recordkeepers? Consider These 6 Factors

By Fred Barstein / 401k News, Adaptability, adult learning, benefit education, Changing Recordkeepers, Client connection, Communication, DC Plan Sponsors, Digital Tools, evolving and adapting, Fiduciary, Financial Wellness, Improving Outcomes, recordkeeper consolidation, Recordkeeping, recordkeeping, Regs and Regulators, Retirement Committee, Retirement Plan Fees

If you’re considering changing retirement plan service providers, now may be a good time to do so. That’s according to Chris Carosa, CTFA, who penned...

Proactive 401(k) Management: How RPA Due Diligence Can Save Costs & Boost Engagement

By Fred Barstein / 401k Monitoring, 401k News, Adaptability, Benchmarking & Fees (ERISA, retirement plan), Benchmarking & Monitoring Fees & Partners, Benchmarking Fees, benefit education, Client connection, Communication, Confidence, Fiduciary, Financial Advisors, Financial Advisors, Financial Wellness, Financial Wellness, retirement advisor satisfaction, rpaDD, TRIPLE F ADVISOR

Proactive 401(k) Management: How RPA Due Diligence Can Save Costs & Boost Engagement During a recent conversation on 401kTV, Fred Barstein interviewed Kristina, a controller...

The Importance of Quality Employee Meetings for Business Success

By Fred Barstein / 401k News, adult learning, benefit education, benefits committee, Change, Client connection, Communication, Confidence, education, Employee Benefits, Employee engagement, Employee feedback, Employee happiness, Employee training, Fiduciary, financial literacy, Financial Wellness, mindfulness, Retirement Plan Committee

The Importance of Quality Employee Meetings for Business Success Quality employee meetings are essential for improving communication, boosting engagement, and driving organizational success. Whether the...