Convergence Archives - Page 2 of 8 - 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...

Why Authenticity is the New Advantage for Retirement Plan Advisors

By Fred Barstein / 401k News, Adaptability, Authenticity, Change, Client connection, collaboration, Communication, Creative approach, DC Plan Sponsors, Fiduciary, Financial Advisors, Financial Wellness

Authenticity and self-awareness are becoming critical differentiators for retirement plan advisors (RPAs) in an industry that often leans heavily on technical knowledge, acronyms, and compliance...

401(k) Plans Are Changing—Here’s Why

By Fred Barstein / 401(k) Plan Management, 401k plan, Adaptability, Changing dynamics, Client connection, Convergence, Convergence & Advisor M&A, DC plans, erisa, Financial Advisors, Financial Wellness, Retirement Plan Advisor, WealthManagement.com

The 401(k) industry is buzzing about private markets, crypto, ESG, and PEPs, but these trends pale in comparison to the real forces reshaping retirement plans. ...

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...

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...

Will Wealth Advisors Start Managing More 401(k) Plans?

By Fred Barstein / 401(k) Plan Management, 401k plan, AI, AI for Retirement, artificial intelligence, Client connection, Consolidation, Convergence, Convergence & Advisor M&A, DC Plan Sponsors, Digital Tools, Retirement Plan Consultants, WealthManagement.com

More 401(k) plans are being created because of state rules and tax incentives, but most wealth advisors aren’t rushing to get involved. They usually focus...

Wealth + Retirement: The Race to Stay Relevant

By Fred Barstein / AI for Retirement, Change, Convergence, Convergence & Advisor M&A, Financial Literacy, Financial Wellness, participation, Plan Conversion, Private Wealth & Retirement Planning, Professional Retirement Plan Fiduciary Services, Retirement Happiness, Retirement Plan Advisor

A major broker/dealer recently asked if the convergence of wealth and retirement is real—and the answer is yes. But the real question is: Who’s equipped...

The Recordkeeping Industry Faces an Existential Moment

By Fred Barstein / 401k News, Adaptability, Communication, Convergence, Convergence & Advisor M&A, DC Plan Sponsors, Financial Advisors, Financial Wellness, innovation, investment, Recordkeeping, Retirement Plan Advisor

The 401(k) recordkeeping industry stands at a pivotal moment. With $12.5 trillion in assets and 121 million accounts, recordkeepers are navigating intense pressure driven by:...

Boost Employee Productivity and Retention with Emergency Savings Benefits

By Fred Barstein / 401k News, benefit education, Benefits integration, Change, DC Plan Sponsors, DC plans, Emergency Savings, Employee engagement, Employee happiness, financial stress management, Financial Wellness, Health & Wellness, healthcare, inflation concerns, Recruiting and Retaining Talent

Financial stress is silently eroding your workforce—97% of employees are feeling the pinch, and it’s hitting your bottom line with increased absenteeism and plummeting productivity. ...