Communication Archives - Page 19 of 23 - 401k Plan Optimization, Compliance, Investment & Partners

Prudent Experts: Managing Retirement Plans as Plan Sponsors

By Fred Barstein / 401k News, benefit education, Communication, DC Plan Sponsors, DC plans, education, Fiduciary, Financial Advisors, Prudent Expert, Retirement Advisor Specialist, Retirement Readiness, Retirement Savings Concern

James Vanke, Managing Director – Pensionmark Plan sponsors shoulder a critical fiduciary responsibility as prudent experts in managing retirement plans. This role necessitates informed decision-making...

Innovative Benefits for Working Parents to Prevent Retirement Regrets

By Fred Barstein / Adaptability, adult learning, benefit education, benefits committee, Benefits integration, Communication, Compensation, Confidence, Convergence, debt relief, Emergency Savings, Employee happiness, Fiduciary, financial stress, financial stress management, Financial Wellness, Health & Wellness, healthcare, Inclusion, Retirement Plan Committee

The majority of current retirees have regrets about their retirement savings. Specifically, 86% wishes they had saved more for their post-working years, according to a...

Streamlining 401(k) Management: The Shift Towards Automation

By Fred Barstein / auto enroll, auto escalate, Auto Portability, auto re-enroll, automation, Benefits integration, Communication, Fiduciary, Plan Optimization, Recordkeeping

Fred Barstein, CEO & Founder, TPSU/TRAU/401kTV with Ernestine, Benefits Administrator In today’s fast-paced digital landscape, businesses are constantly seeking ways to enhance efficiency and streamline...

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...

Brookings: SECURE 2.0 Didn’t Go Far Enough

By Fred Barstein / 401k News, Adaptability, auto enroll, Auto Portability, benefits committee, Communication, Confidence, Consolidation, Convergence, DC Plan Sponsors, Diversity equity inclusion, Economy, Employee happiness, esg funds, Fiduciary, Fiduciary, recession, SECURE 2.0, Secure Act Changes

It’s been one year since the landmark SECURE 2.0 Act was passed into law. What’s changed, and what still needs to improve to shore up...

Understanding the Spectrum: Financial Illness vs. Financial Wellness

By Fred Barstein / Communication, Confidence, DC Plan Sponsors, debt relief, Economy, Emergency Savings, Employee happiness, Fiduciary, Financial Advisors, financial insecurity, financial stress management, Financial Wellness, Health & Wellness, inflation concerns

Fred Barstein, CEO & Founder, TPSU/TRAU/401kTV with Adjunct Lecturer, Liz Davison, CEO & Founder – Financial Finesse In today’s fast-paced world, achieving financial wellness has...

The Evolving Landscape of the 401(k) Ecosystem

By Fred Barstein / 401k News, Adaptability, Committees, Communication, Consolidation, Convergence, DC plans, Employee engagement, evolving and adapting, Fiduciary, Financial Advisors, Financial Wellness, Health & Wellness, Recruiting and Retaining Talent, Regs and Regulators

The 401(k) ecosystem is undergoing significant change, driven by small-to-mid-size plan sponsors recognizing the potential of defined contribution plans. As small plans grow and mega...

Financial Wellness is Top Priority for Employers and Employees

By Fred Barstein / 401k News, Communication, Confidence, Convergence, DC plans, Economy, Emergency Savings, Employee happiness, financial stress, financial wellness, Financial Wellness, Health & Wellness, SECURE 2.0, SECURE Act

It’s no wonder financial wellness is such a hot topic—financial stress continues to pervade American workers’ psyches. Debt, especially student loans, is overwhelming employees, leaving...

Thriving Amidst Industry Shifts: The Imperative of Adaptation & Innovation

By Fred Barstein / Adaptability, adult learning, Benchmarking Fees, Communication, Confidence, Convergence, DC plans, Economy, Fiduciary, Financial Advisors, financial literacy, financial stress management, Financial Wellness, Inclusion, Lifestyle Benefits

Adaptation, innovation, and prioritizing personalized, high-value services are crucial for businesses to thrive amidst industry shifts and foster long-term success. The ongoing debate about the...

SECURE 2.0’s Influence on Retirement Planning Among Advisors

By Fred Barstein / 401k News, Communication, DC plans, education, Fiduciary, Fiduciary, ira, Regs and Regulators, Retirement Committee, Secure Act Changes, student loan debt, Target Date Fund

A survey conducted by Cerulli Associates revealed that only 7% of defined contribution plan advisors would recommend actively managed target-date funds (TDFs) to clients, with...