Communication Archives - Page 6 of 23 - 401k Plan Optimization, Compliance, Investment & Partners

The Hidden Risks of a “One Size Fits All” Retirement Plan Approach

By Fred Barstein / 401(k) Plan Management, auto enroll, auto escalate, Auto Portability, Client connection, Communication, DC Plan Sponsors, Fiduciary, Financial Advisors, Financial Wellness, Ideal Plan, one-size-fits-all, Retirement Plan Advisor, Retirement Readiness

A “one size fits all” approach to retirement plans can be surprisingly detrimental because it overlooks the diverse financial situations, goals, and risk tolerances of...

401k Real Chat: Jamie Greenleaf on Healthcare Fiduciary Risk

By Fred Barstein / 401(k) Plan Management, benefit education, Benefits integration, Changing dynamics, collaboration, Communication, Convergence, DC Plan Sponsors, DOL Guidance, Employee happiness, Fiduciary, Financial Advisors, Financial Wellness, Health & Wellness, healthcare

In this episode of 401k Real Chat, Fred Barstein spoke with Jamie Greenleaf, co-founder of Fiduciary In A Box and longtime industry veteran, to talk...

401k Real Chat: Fred Barstein & Lauren Loehning

By Fred Barstein / 401(k) advisor trust, 401(k) Plan Management, Adaptability, AI for Retirement, Authenticity, Client connection, Communication, DC Plan Sponsors, Employee engagement, Employee happiness, mindfulness

In a recent episode of 401k Real Chat, Fred Barstein, CEO of TPSU, TRAU, and 401kTV, sat down with Lauren Loehning, co-founder of Moniwell and...

How Good Governance Helps Plan Sponsors Meet Their ERISA Obligations

By Fred Barstein / 401k News, Communication, DOL, DOL Guidance, Employee Benefits, erisa, Fiduciary, Fiduciary, financial wellness, investment policy statement, SECURE 2.0

Multimillion-dollar ERISA settlements make headlines weekly, and government audits continue to challenge fiduciary decisions in retirement plans. In light of these trends, solid governance isn’t...

The One Trait That Sets Great Retirement Plan Advisors Apart

By Fred Barstein / Adaptability, Change, Changing dynamics, Client connection, Communication, Confidence, Convergence, courage, Financial Advisors, Financial Wellness, mindfulness, Retirement Plan Advisor, Retirement Readiness

Slow Motion Macro Of The Word Leader Of The Wooden Letter Blocks Concept Of Financial Sbi 350474387

Despite the massive success of the U.S. defined contribution (DC) retirement system—with over $12 trillion in assets—many plans are managed by undertrained HR and finance...

Helping Former Employees Keep Their Retirement on Track

By Fred Barstein / 401(k) Managed Accounts, 401(k) Plan Management, 401k rollovers, Communication, DC Plan Sponsors, DC plans, Employee engagement, Employee happiness, Employee training, Financial Wellness, Plan Conversion, Retirement Committee, Retirement planning

When employees leave a company with small 401(k) balances—typically under $7,000—plan sponsors are permitted to initiate a “force-out,” removing these accounts from the plan. While...

Fiduciary Training Advocacy Can Help RPAs Build Stronger Client Relationships

By Fred Barstein / 401(k) Plan Management, 401k News, Client connection, Communication, fee lawsuits, Fiduciary, Fiduciary Training, Financial Advisors, financial literacy, Financial Wellness, Regs and Regulators

Retirement plan sponsors who lack proper understanding of their ERISA fiduciary obligations face growing liability risks. What many employers don’t realize is that their fiduciary...

A Financial Wellness Strategy That Works

By Fred Barstein / benefit education, Changing dynamics, Client connection, Communication, DC plans, Employee engagement, Fiduciary, Financial Advisors, Financial Wellness, financial wellness programs, HR, Private Wealth & Retirement Planning

A financial wellness strategy designed to meet employees where they are is essential in today’s diverse and financially burdened workforce. Not every employee learns or...

Rethinking Retirement Support: Time for Plan Sponsors to Step Up

By Fred Barstein / 401k News, Changing dynamics, Communication, DC Plan Sponsors, DC plans, education, Employee engagement, Employee feedback, Employee happiness, Fiduciary, Financial Advice, Financial Wellness, Plan design, Plan Participation, Retirement Committee, Retirement plan management, Retirement Plan Participation, Retirement planning, retirement security

With nearly 59 million employees lacking access to workplace retirement plans, according to a recent TIAA study, we’re facing a retirement readiness crisis that demands...

From SIMPLE to Smart: A 401(k) Success Story with a MEP

By Fred Barstein / 401(k) Plan Management, auto enroll, Collective Investment Trust, Communication, DC Plan Sponsors, Employee Benefits, Employee engagement, Fiduciary, Financial Wellness, Multiple Employer Plans, small plans

Joining a Multiple Employer Plan (MEP) makes it easier and more affordable for businesses to offer a 401(k) to their employees. A MEP allows unrelated...

A Financial Wellness Strategy That Works

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