collaboration Archives - 401k Plan Optimization, Compliance, Investment & Partners

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,...

The 3(21) vs. 3(38) Debate: Why Delegation Doesn’t Mean You’re Off the Hook

By Fred Barstein / 3(16) Plan Administrator, 401(k) advisor trust, 401(k) Managed Accounts, 401(k) Plan Management, Benchmarking & Monitoring Fees & Partners, benefit education, benefits committee, Client connection, collaboration, Communication, DC Plan Sponsors, Distribution, Documents & testing, DOL, DOL Guidance, Fiduciary Liability, Financial Advisors, Financial Stress, investment, investment comittee, Retirement Committee, Retirement Plan Advisor Due Diligence

The promise sounds appealing: hire a fiduciary advisor, hand over investment decisions, and sleep better at night knowing someone else is handling the heavy lifting. ...

A Decade of Impact: Todd Barden and TPSU at Marquette University

By Fred Barstein / 401k Advisor, 401k plan, benefit education, Client connection, collaboration, Communication, Communication, DC Plan Sponsors, education, Fiduciary, financial wellness, Hybrid Advisors, Ideal Plan, Managed Accounts, Retirement Advisor Specialist, Retirement Advisory, Retirement Readiness, TPSU Adjunct Lecturer

At the end of a recent Fiduciary Education Program held on the campus of Marquette University, Fred Barstein, CEO and Founder of The Plan Sponsor...

Micro-Retirements Could Be Your Best Bet for Keeping Gen Z Talent

By Fred Barstein / 401(k) Managed Accounts, 401(k) Plan Management, benefits committee, Benefits integration, collaboration, DC Plan Sponsors, DC plans, Economy, Employee Benefits, Fiduciary, financial stress management, Financial Wellness, Financial Wellness, Gen Z, Health & Wellness, Micro-Retirements

Young workers aren’t waiting decades to take a break anymore. A growing number of Gen Z and millennial employees are planning what’s being called a...

The Power of Clarity: Why Great Advisors Master Simple Communication

By Fred Barstein / 401(k) advisor trust, 401k Advisor, Adaptability, Client connection, collaboration, Communication, DC Plan Sponsors, Fiduciary, Financial Advice, financial stress management, Financial Wellness, Specialist vs. Generalist

Clear, simple communication is one of the most powerful skills a retirement plan advisor can have. In a world overflowing with emails, texts, and updates,...

Middle-Class Retirement Gaps Show Where Sponsors and Advisors Can Step In

By Fred Barstein / 401k News, auto enroll, auto escalate, Auto Portability, benefit education, collaboration, Communication, DC plans, Emergency Savings, Employee Benefits, Employee feedback, financial stress, financial stress management, Financial Wellness, Financial Wellness, Gen X, Gen Z, Improving Outcomes, Retirement Income, Retirement Readiness

The retirement outlook for America’s middle class isn’t pretty. New research from the Transamerica Center for Retirement Studies, cited in InvestmentNews, paints a picture of...

Why Plan Sponsors Play a Critical Role in Retirement Readiness

By Fred Barstein / 401(k) advisor trust, 401(k) Plan Management, 401k Advisor, benefit education, Changing dynamics, collaboration, Communication, DC Plan Sponsors, Employee engagement, Employee happiness, Fiduciary, Financial Wellness, Ideal Plan, Improving Outcomes, Retirement Committee, Retirement Readiness

Improving employee retirement readiness begins with helping workers make informed financial decisions today. When employees understand how their choices around saving, debt, and spending impact...

Is the 401(k) Industry Re-Bundling?

By Fred Barstein / Adaptability, Benefits integration, bundling, Changing dynamics, collaboration, Communication, Consolidation, Convergence, Employee Benefits, Financial Wellness, Healthcare & other benefits, Lifestyle Benefits, Target Date Funds

After decades of unbundling recordkeeping, advisory, and investment services, the 401(k) industry appears to be moving back toward re-bundling as consolidation and wealth-retirement convergence accelerate. ...

Smart Strategies for Multi-Generational 401k Communication

By Fred Barstein / 401k Advisor, Adaptability, AI for Retirement, benefit education, collaboration, Communication, DC Plan Sponsors, Financial Wellness, Financial Wellness, Gen Z, generational gap in retirement planning, Millennial saving, multi-generational workforce, one-size-fits-all, Retirement Readiness, Social media, Student Loan Debt

While it’s likely obvious to retirement plan sponsors who’ve been paying attention, one-size-fits-all participant communication strategies aren’t effective. And the challenge is becoming more complex. ...

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...

Micro-Retirements Could Be Your Best Bet for Keeping Gen Z Talent

The Power of Clarity: Why Great Advisors Master Simple Communication

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