DC Plan Sponsors Archives - Page 14 of 17 - 401k Plan Optimization, Compliance, Investment & Partners

How the End of the Talent War Reshapes the Role of DC Plans

By Fred Barstein / Authenticity, benefit education, Communication, Compensation, Confidence, Convergence, DC Plan Sponsors, DC plans, education, Employee engagement, Employee feedback, Employee happiness, employer match, evolving and adapting, Fiduciary, financial behaviors, Financial Stress, Financial Wellness, Financial Wellness, hiring, Inclusion, inflation, War for Talent

The end of the “war for talent” has permanently transformed how employers view and utilize defined contribution (DC) plans. Once seen primarily as cost-management tools,...

Retirement Planning Tools Essential to Securing Financial Future

By Fred Barstein / 401k News, Client connection, Communication, Confidence, DC Plan Sponsors, Digital Design, Digital Tools, education, Employee happiness, Financial Advice, Financial Advisors, financial behaviors, financial insecurity, Financial Security, financial stress management, Financial Wellness, Independence planning

Jason Gabrieli Retirement Planning Tools

Retirement Planning Tools Essential to Securing Financial Future Retirement planning tools are essential resources for both individuals and employers, helping to navigate the complexities of...

Key Role of Meeting Minutes in Retirement Plan Compliance & Audits

By Fred Barstein / 401k News, 401k rollovers, Audit, benefit education, benefits committee, Benefits integration, Committees, Communication, Compliance, Confidence, DC Plan Sponsors, Detailed Meeting Minutes, Employee feedback, Employee happiness, Employee training, Fiduciary, Financial Wellness, Legislation, Regs and Regulators, Retirement Plan Committee, Retirement Plan Fiduciary, Virtual Meeting

Key Role of Meeting Minutes in Retirement Plan Compliance & Audits Maintaining detailed minutes of committee meetings is essential for companies with retirement plans that...

Leveraging 401(k) Power for Competitive Recruitment

By Fred Barstein / 401k News, auto enroll, auto escalate, benefit education, benefits committee, Benefits integration, collaboration, Communication, DC Plan Sponsors, Diversity equity inclusion, Employee happiness, Employer Contribution, Fiduciary, Financial Wellness, Health & Wellness, hiring, Job growth, office environment, onboarding, participation, Plan Optimization, Recruiting and Retaining Talent, Vesting

Leveraging 401(k) Power for Competitive Recruitment In today’s fiercely competitive job market, companies need to differentiate themselves by offering more than just a competitive salary. ...

Maximizing Managed Accounts in Retirement Planning

By Fred Barstein / Authenticity, Benchmarking & Monitoring Fees & Partners, Client connection, Communication, Compliance, Custom Funds and Managed Accounts, DC Plan Sponsors, Digital Design, Digital Tools, Education, evolving and adapting, Financial Advisors, financial behaviors, Financial Wellness, Investments, Legislation, Managed Accounts, Retirement Plan Committee, Retirement Plan Fees, Selecting & Monitoring, Target Date Funds

While managed accounts offer a more personalized retirement planning solution than target date funds (TDFs), their effectiveness is hampered by insufficient data and participant engagement. ...

The Importance of Holistic Financial Wellness

By Fred Barstein / 401k News, auto escalate, Auto Portability, auto re-enroll, benefit education, Client connection, Communication, Creative approach, DC Plan Sponsors, Digital Design, Digital Tools, Economy, Employee Benefits, Financial Wellness, financial wellness programs, Legislation

Fred Barstein CEO & Founder 401kTV with David Lum, Managing Director, SageView, Honolulu A holistic approach to financial wellness is crucial as it encompasses all...

Financial Wellness Programs Should Focus on Budgets and Behaviors

By Fred Barstein / 401k News, Adaptability, Communication, DC Plan Sponsors, debt relief, Digital Tools, Economy, Employee happiness, financial behaviors, financial insecurity, Financial Wellness, financial wellness programs, managed financial stress

Financial wellness programs are widely available and have been adopted by a majority of retirement plan sponsors. Still, usage of these programs is low among...

Effective Workplace Communication for Retirement Planning

By Fred Barstein / 401k News, benefit education, Client connection, Communication, Confidence, Convergence, DC Plan Sponsors, Digital Tools, Employee engagement, Employee feedback, Employee happiness, employer match, Fiduciary, Financial Advice, Financial Advisors, financial stress management, Financial Wellness, healthcare, investment comittee, office environment, onboarding, Plan Participation, Recruiting and Retaining Talent, Retirement Plan Committee, Retirement Readiness

Effective communication within the workplace is paramount, especially when it comes to disseminating crucial information regarding retirement plans. By fostering transparent communication, employers can...

Navigating the Winds of Change: Retirement Industry Evolution

By Fred Barstein / 401k News, Adaptability, Change, Client connection, Communication, Consolidation, Convergence, DC Plan Sponsors, Fiduciary, Financial Advisors, Financial Wellness, Regs and Regulators

As the winds of change sweep through the retirement industry, one thing becomes clear: resistance is futile. The inevitable tide of transformation, fueled by societal...

Embracing Change: The Evolution of the Retirement Industry

By Fred Barstein / 401k News, Adaptability, artificial intelligence, benefit education, Client connection, Communication, Creative approach, DC Plan Sponsors, Fiduciary, Financial Security, Financial Wellness, innovation

Fred Barstein, CEO/Founder of TPSU|TRAU|401ktv with Brian Thompson, Founder & President, RockWay Wealth Partners In the retirement industry, change is a powerful force reshaping the...