Communication Archives - Page 9 of 23 - 401k Plan Optimization, Compliance, Investment & Partners

The Pros and Cons of Automatic Enrollment in Retirement Plans

By Fred Barstein / 401k News, 6th Annual RPA Broker/Dealer Roundtable, auto enroll, Benefits integration, CEO Engagement, Changing dynamics, Changing Recordkeepers, Client connection, Communication, Company Contributions and Vesting, DC Plan Sponsors, Employee Benefits, Fiduciary, Financial Advisors, Financial Literacy, Financial Wellness, Financial Wellness, HR, HR, Ideal Plan, Improving Outcomes, IRA Roll overs and Roll ins, office environment, onboarding, participation, Plan design, Plan Participation, product quality, Retirement Advisory, Retirement Readiness, specialized team

The Pros and Cons of Automatic Enrollment in Retirement Plans Automatic enrollment in 401(k) and other retirement plans has gained popularity as a tool to...

Why Purist 401(k) RPAs Face Growth Challenges

By Fred Barstein / Adaptability, adult learning, Authenticity, Client connection, collaboration, Communication, diversity, Financial Advisors, financial wellness, innovation, investment, Retirement Plan Advisor, Specialist vs. Generalist, specialized team

Independent 401(k) retirement plan advisors (RPAs) who focus only on retirement plans and avoid offering other services like financial planning or investment management are finding...

Preparing for the 401(k) Boom: How the Industry Must Adapt

By Fred Barstein / 6th Annual RPA Broker/Dealer Roundtable, Adaptability, CEO Engagement, Changing dynamics, Changing Recordkeepers, Client connection, collaboration, Communication, Convergence, Employee happiness, Fiduciary, innovation, PEPs, personal financial advice, product quality, Professional Retirement Plan Fiduciary Services, Regs and Regulators, Retirement Advisor Specialist, Retirement Advisory, Retirement Plan Advisor, Specialization, specialized team

A surge of new 401(k) plans is on the horizon, driven by state mandates, SECURE 2.0 tax credits, and the growth of group plans like...

Measuring Retirement Plan Success: Beyond Participation Rates

By Fred Barstein / 401k News, 6th Annual RPA Broker/Dealer Roundtable, CEO Engagement, Changing dynamics, Changing Recordkeepers, Communication, Compensation, Employee Benefits, Employee happiness, fee compression, Fiduciary, Financial Wellness, generational gap in retirement planning, HR, Ideal Plan, Plan Conversion, product quality, Retirement Readiness, Senior Management Engagement, specialized team

Measuring Retirement Plan Success: Beyond Participation Rates For many employers, offering a retirement plan is a fundamental part of their benefits package. It helps attract...

Auto-Enrollment: Breaking Barriers to Retirement Savings

By Fred Barstein / 6th Annual RPA Broker/Dealer Roundtable, adult learning, auto enroll, auto escalate, Auto Portability, benefit education, benefits committee, CEO Engagement, Changing dynamics, Changing Recordkeepers, Communication, DC Plan Sponsors, Early retirement, Employee happiness, employer match, Fiduciary, financial literacy, Financial Wellness, product quality, Savings Rates, specialized team

Auto-Enrollment: Breaking Barriers to Retirement Savings Saving for retirement can be challenging for many employees. Financial constraints, lack of awareness, or simply not knowing where...

What Makes a Great Retirement Plan Advisor?

By Fred Barstein / 401k News, 6th Annual RPA Broker/Dealer Roundtable, Adaptability, Authenticity, CEO Engagement, Changing dynamics, Changing Recordkeepers, Client connection, Communication, Communication, Confidence, Early retirement, Employee happiness, Fiduciary, Financial Advice, Financial Advisors, financial wellness, generational gap in retirement planning, HR, Plan design, product quality, Retirement Advisory, Retirement Plan Advisor, specialized team

What Makes a Great Retirement Plan Advisor? A great retirement plan advisor combines expertise, strong communication skills, and a true dedication to client success. They...

The Power of a Specialized Team in Retirement Plan Management

By Fred Barstein / 401k News, benefit education, benefits committee, CEO Engagement, Changing dynamics, Changing Recordkeepers, Communication, Fiduciary, generational gap in retirement planning, HR, product quality, Professional Retirement Plan Fiduciary Services, Retirement Advisory, Retirement Committee, Retirement Plan Committee, Retirement planning, Retirement Readiness, specialized team

The Power of a Specialized Team in Retirement Plan Management Did you know that nearly half of employers struggle to manage their retirement plans effectively...

Employers Should Offer Reliable Financial Education – Social Media Isn’t the Answer

By Fred Barstein / 401k News, 6th Annual RPA Broker/Dealer Roundtable, adult learning, benefit education, CEO Engagement, Changing dynamics, Changing Recordkeepers, Communication, education, Employee happiness, Employee training, Fiduciary, Financial Advice, Financial Literacy, Financial Wellness, product quality, Retirement Happiness, Retirement Readiness, Social media

A recent study by blockchain technology hub Social Capital Markets reveals a troubling trend: 71% of financial advice consumed by younger generations on social media...

Younger Workers Need More Financial Education

By Fred Barstein / 401k News, adult learning, benefit education, Communication, education, Employee happiness, Employee training, evolving and adapting, Fiduciary Training, financial behaviors, financial insecurity, Financial Literacy, financial literacy, financial stress management, Financial Wellness, Health & Wellness, Millennials Delaying Milestones, multi-generational workforce, Retirement Happiness, student loan debt, War for Talent

A recent survey by Corporate Insight and the SPARK Institute reveals a sobering reality about financial literacy among young Americans. The 2024 Financial Literacy Survey...

TPSU Celebrates Over a Decade of Empowering Retirement Plan Sponsors with Industry-Leading Education Programs

By Fred Barstein / 401k News, adult learning, benefit education, collaboration, Communication, education, Fiduciary, Fiduciary Training, Financial Wellness, HR, Improving Outcomes, Professional Retirement Plan Fiduciary Services, Retirement Advisor Specialist, Retirement Plan Advisor, Retirement Plan Advisor Due Diligence, Retirement Readiness

Jupiter, FL – The Plan Sponsor University (TPSU), the nation’s premier provider of fiduciary training for retirement plan sponsors, is celebrating its continued success in...