Client connection

Embracing Change: The Evolution of the Retirement Industry

By Fred Barstein / 401k News, Adaptability, artificial intelligence, benefit education, Client connection, Communication, Creative approach, DC Plan Sponsors, Fiduciary, Financial Security, Financial Wellness, innovation

Fred Barstein, CEO/Founder of TPSU|TRAU|401ktv with Brian Thompson, Founder & President, RockWay Wealth Partners In the retirement industry, change is a powerful force reshaping the...

Scaling Financial Peaks: The Role of Retirement Plan Advisors

By Fred Barstein / benefit education, Client connection, Communication, Confidence, DC Plan Sponsors, DC plans, environment, Fiduciary, Financial Advisors, Retirement Advisor Specialist

Navigating the shift from defined benefit to defined contribution retirement plans mirrors a daring mountain ascent, with retirement plan advisors (RPAs) assuming the role of...

The Power of Collaborative Partnerships in Retirement Planning

By Fred Barstein / 401k News, Adaptability, benefits committee, Client connection, Communication, Communication, Creative approach, DC plans, Fiduciary, Financial Wellness, Recordkeeping, Retirement Committee, Retirement Plan Committee, Retirement Plan Fiduciary, Third party administrators

Fred Barstein, CEO & Founder, TPSU/TRAU/40ktv with Teresa, HR Admin In the realm of retirement planning, effective communication serves as the cornerstone for building robust...

Navigating Retirement Challenges: Beyond Financial Planning

By Fred Barstein / Client connection, Communication, Emergency Savings, Financial Advice, Financial Wellness, Future Self, Life expectancy, Plan design, Retirement Happiness, Retirement Readiness, wellness assessment

Believe it or not, retirement can pose significant challenges if not approached thoughtfully. Beyond financial considerations, it’s crucial for advisors to delve into their clients’...

Strengthening Retirement Plans: The Role of Fiduciary Governance

By Fred Barstein / 401k News, automation, benefit education, benefits committee, Client connection, Distribution, Documents & testing, education, Fiduciary, Financial Advisors, Regs and Regulators, TRIPLE F ADVISOR

Fred Barstein, CEO & Founder with Kathleen Kelly, Adjunct Lecturer In a recent TPSU program session in North Carolina, Kathleen Kelly, a distinguished DC consultant,...

Empowering Retirement Planning: Educating with PEPs and CITs

By Fred Barstein / 401k News, CIT, Client connection, Collective Investment Trust, Communication, Communication, Confidence, Consolidation, DC Plan Sponsors, Employee engagement, Employee training, Fiduciary, PEPs

The convergence of wealth management and retirement planning is rapidly reshaping the landscape of financial services, with Plan Pooled Employer Plans (PEPs) and Collective Investment...

Evolving Expectations: The New Era for 401(k) Plan Advisors

By Fred Barstein / 401k News, Adaptability, Authenticity, Benchmarking Fees, benefit education, Client connection, Communication, Compensation, competition, Compliance, Creative approach, DC plans, Employee happiness, Fiduciary, Financial Advisors, Financial Wellness

As the dynamics of 401(k) plan management grow increasingly complex, plan sponsors are intensifying their demands for more competent and transparent advisors. This trend, illuminated...

Enhance Personal Client Connections for Better Financial Wellness

By Fred Barstein / Authenticity, benefit education, Client connection, Communication, Confidence, diversity, Fiduciary, Financial Advisors, Financial Wellness

401(k) plan participants want a more personal, authentic connection with financial advisors. Such connections could include a common background, language, shared values, or other factors. ...

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