Consolidation

Bridging the Generational Gap: Adapting Retirement Planning for Changing Expectations

By / 401k News, Aging Workforce, benefits committee, Change, Changing dynamics, Communication, Consolidation, Convergence, DC plans, diversity, Diversity equity inclusion, education, Education, Employee engagement, Employee happiness, employer match, evolving and adapting, Fiduciary, Financial Advice, financial literacy, Financial Wellness, generational gap in retirement planning, Independence planning, inflation concerns, Millennials Delaying Milestones, Millennials saving, multi-generational workforce, office environment, participation, Peer to peer learning, Record Keepers, Retirement Happiness, Retirement Readiness, Retirement Savings Concern, Savings Rates, social security
Bridge Private Wealth Retirement Planning
A seismic shift is occurring in the constantly shifting retirement planning space.  Plan sponsors and advisers now find themselves navigating dramatically varying expectations about retirement...

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Transforming 401(k) Plans Through AI

By / 401k News, AI, artificial intelligence, auto enroll, Auto Portability, automation, Benchmarking & Monitoring Fees & Partners, benefit education, Client connection, Communication, Consolidation, DC Plan Sponsors, Digital Tools, Economy, ESG, Fiduciary, Financial Advisors, financial literacy, Financial Wellness, innovation, Managed Accounts, Regs and Regulators, Robo Advisor Technology, Selecting & Monitoring
Artificial intelligence (AI) could transform the 401(k) industry in a way similar to the impact behavioral finance has had on retirement planning.  While the industry...

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Annual Benchmarking Is a Must for Plan Sponsors

By / 401k News, auto enroll, auto escalate, Auto Portability, Benchmarking & Fees (ERISA, retirement plan), Benchmarking & Monitoring Fees & Partners, Benchmarking Fees, Benchmarking Funds, Benefits integration, Communication, Compensation, Compliance, Consolidation, Convergence, cybersecurity, DC Plan Sponsors, Documents & testing, Due Diligence, Fiduciary, Fiduciary, Financial Advisors, Financial Wellness, investment, Recordkeeping, Regs and Regulators, Retirement Committee, Retirement Plan Fees
chart of growth
Evolving regulations mean plan sponsors continue to face increasing scrutiny when it comes to their fiduciary responsibilities.  A recent analysis of 50,000 retirement plans in...

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Convergence and Competition: Redefining the Future of DC Plans

By / 401k News, artificial intelligence, Benchmarking & Monitoring Fees & Partners, benefit education, benefits committee, Communication, Compliance, Consolidation, Convergence, DC plans, DOL, fee transparency, Fiduciary, Financial Advice, Plan Optimization, Recordkeeping, recordkeeping, Retirement Committee
Savings Work
The convergence of wealth, retirement, and benefits at the workplace is shedding light on both the strengths and vulnerabilities of the defined contribution (DC) system. ...

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Fidelity’s 2024 Plan Sponsor Survey: Evolving Advisor Roles & Expectations

By / adult learning, auto re-enroll, Benchmarking Fees, Communication, Compensation, Consolidation, Convergence, Economy, evolving and adapting, fee transparency, Fiduciary, Financial Advice, Financial Advisors, financial behaviors, Financial Stress, PEP, Regs and Regulators, Target Date Funds
Fidelity Investments’ 15th annual plan sponsor survey, conducted in January 2024, reveals significant trends and shifts in the retirement plan landscape, particularly in the role...

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401(k) Real Chat: Saumen Chattppadhyay

By / 401k News, 401k RealChat, Collective Investment Trust, Communication, Compensation, Conflict of Interest, Consolidation, Financial Advice, Financial Advisors, Investment Managers, Managed Accounts, Merging Retirement Plan, Multiple Employer Plans, Target Date Funds
401krealchat Saumenchattppadhyay
In a Wealth Management RPA RealChat, Fred Barstein, Contributing Editor for Wealth Management’s RPA Omnichannel and CEO at TRAU, TPSU, and 401kTV, interviews Saumen Chattppadhyay,...

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Recordkeeper Shifts Mean Plan Sponsors & Advisors Must Evolve Too

By / 401k News, Adaptability, Communication, competition, Consolidation, Convergence, Cyber Security, DC plans, Documents & testing, Due Diligence, Fiduciary, Financial Advisors, Improving Outcomes, Record Keepers, Recordkeeping, Regs and Regulators
Past Present And Future
Retirement plan recordkeepers have undergone tremendous change in recent years, driven by consolidation and a race to innovate and scale.  According to Mike Webb CAPTRUST...

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