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

The Key to Standing Out as a Retirement Plan Advisor? Be Yourself.

By Fred Barstein / 401k Advisor, 401k plan, Adaptability, Authenticity, Client connection, collaboration, Communication, DC Plan Sponsors, erisa, Fiduciary, Financial Wellness, mindfulness, Retirement Plan Advisor

The retirement plan advisor space has long been filled with technical jargon and a narrow focus on the mechanics of 401(k) plans. But as fees...

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...

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...

Raising the Bar: Essential Traits of Top Retirement Plan Advisors

By Fred Barstein / 401k News, Adaptability, AI, artificial intelligence, Authenticity, Change, Client connection, Communication, Confidence, Convergence, DC Plan Sponsors, Digital Design, Digital Tools, Due Diligence, education, Employee engagement, Employee feedback, Employee happiness, Family involvement, Financial Advisors, Financial Wellness, Health & Wellness, mindfulness, participation, Private Wealth & Retirement Planning, retirement advisor satisfaction, Retirement Advisor Specialist, Retirement Plan Advisor

Over the past few decades, the role of Retirement Plan Advisors (RPAs) has drastically expanded. What once involved basic oversight of investment portfolios and fulfilling...

The Importance of Quality Employee Meetings for Business Success

By Fred Barstein / 401k News, adult learning, benefit education, benefits committee, Change, Client connection, Communication, Confidence, education, Employee Benefits, Employee engagement, Employee feedback, Employee happiness, Employee training, Fiduciary, financial literacy, Financial Wellness, mindfulness, Retirement Plan Committee

The Importance of Quality Employee Meetings for Business Success Quality employee meetings are essential for improving communication, boosting engagement, and driving organizational success. Whether the...

Why Financial Advisors Need a Strong, Purpose-Driven Brand

By Fred Barstein / 401k News, Adaptability, Authenticity, Change, Client connection, collaboration, Communication, Convergence, Creative approach, DC plans, Fiduciary, Financial Advisors, financial behaviors, mindfulness, purpose driven brand

Building a strong, purpose-driven brand is essential for financial advisors to stand out in a crowded and commoditized market. A brand is not just about...

Transforming the 401(k) Landscape: Embrace the Change

By Fred Barstein / Adaptability, AI, artificial intelligence, Change, Client connection, collaboration, Communication, Convergence, DC Plan Sponsors, DC plans, Documents & testing, Economy, Fiduciary, Financial Advisors, Financial Wellness, Fintech Record Keepers, mindfulness, Regs and Regulators

The 401(k) and defined contribution industry is going through major changes, driven by a mix of historical events and recent developments. The COVID-19 pandemic has...

Convergence in DC Plans: Challenges, Opportunities & the Path Forward

By Fred Barstein / 401k News, Adaptability, Change, Client connection, Communication, Convergence, Due Diligence, Economy, Employee training, evolving and adapting, Fiduciary, Financial Advisors, mindfulness

The defined contribution industry is buzzing with the potential for advisors and providers to leverage the convergence of wealth, retirement, and benefits at the workplace. ...

3 Ways to Support an Aging Workforce

By Fred Barstein / 401k News, Adaptability, Aging Workforce, annuity, Behavioral Finance, benefit education, Communication, Compensation, DC plans, diversity, Economy, Employee happiness, Employer Contribution, environment, Fiduciary, Financial Wellness, Health & Wellness, healthcare, Inclusion, Investments, mindfulness, Retirement Income

The aging population has transformed the workforce—approximately one in four employees is age 65 or older. While this demographic is becoming the fastest-growing group of...

The Terrifying and Brilliant Future for 401(k) Providers & Advisors

By Fred Barstein / 401k News, Benchmarking & Fees (ERISA, retirement plan), Change, Communication, Convergence, Economy, Financial Advisors, Fintech Record Keepers, Improving Outcomes, innovation, Investment Managers, Investments, mindfulness, Record Keepers

The future of the 401(k) industry is both terrifying and brilliant, presenting significant challenges and immense opportunities. Providers and advisors are grappling with an explosion...