DC Plan Sponsors Archives - Page 4 of 17 - 401k Plan Optimization, Compliance, Investment & Partners

Employee Champions: Turning Peer Trust Into Powerful Benefits Engagement

By Fred Barstein / benefit education, Benefits integration, collaboration, Communication, DC Plan Sponsors, DC plans, education, Employee Benefits, employee champions, Employee engagement, Employee feedback, Financial Wellness, financial wellness, participation, Peer to peer learning, Retirement Happiness, specialized team

Have you ever heard the term employee champions? At first glance, it may sound like a buzzword, but in practice it describes a powerful internal...

Vestwell’s $385M Raise Signals a New Phase for Defined Contribution Plans

By Fred Barstein / AI, Company Contributions and Vesting, DC Plan Sponsors, DC plans, Economy, Employee Benefits, Employer Contribution, Robo Advisor Technology, Vestwell

Vestwell’s $385 million funding round signals accelerating momentum to modernize the defined contribution market. The firm plans to acquire 27,000 Guideline plans, expand AI capabilities,...

Why Explaining the Match in Dollars Can Improve Plan Participation

By Fred Barstein / 401(k) Managed Accounts, 401(k) Plan Management, benefit education, CEO Engagement, Communication, DC Plan Sponsors, DC plans, education, Employee engagement, Employee training, employer match, Fiduciary

Presenting the employer match in tangible, easy-to-understand language can significantly improve how employees perceive and value the benefit. When the match is expressed as a...

AI Tools Are Coming to Retirement Plans And Fiduciary Oversight Can’t Wait

By Fred Barstein / 401(k) Plan Management, AI, AI for Retirement, artificial intelligence, benefit education, Communication, cybersecurity, DC Plan Sponsors, Digital Tools, Employee engagement, Financial Advisors, Financial Wellness, Participant data, Plan design, virtual learning

Artificial intelligence is making its way into retirement plans, and plan fiduciaries can’t afford to sit on the sidelines. As recordkeepers and advisory firms roll...

Finding the Middle Path Between Advisors and Record Keepers

By Fred Barstein / 401(k) advisor trust, 401(k) Managed Accounts, 401(k) Plan Management, 401k plan, Benchmarking Fees, Changing Recordkeepers, DC Plan Sponsors, Fiduciary, Financial Advisors, Financial Wellness, Investments, participation, Recordkeeping

Growing tension exists between retirement plan advisors and record keepers as both expand into participant financial services. As defined contribution plan economics tighten — driven...

Creativity Drives Clarity in Advisor–Plan Sponsor Relationships

By Fred Barstein / 401(k) advisor trust, 401(k) Plan Management, 401k Advisor, Adaptability, Authenticity, Client connection, collaboration, Communication, DC Plan Sponsors, Employee Benefits, Financial Advisors, Financial Wellness, Financial Wellness, financial wellness programs, Gamification Retirement Planning, Retirement Advisory

Creativity is increasingly essential in the relationship between retirement plan advisors and plan sponsors because effective communication is no longer one-size-fits-all. Advisors who can translate...

When “Co-opetition” Becomes Co-option: Why Advisor Independence Still Matters

By Fred Barstein / Advisor Independence, Benchmarking & Monitoring Fees & Partners, Benchmarking Fees, Client connection, Co-opetition, Co-option, collaboration, Communication, competition, DC Plan Sponsors, Fiduciary, Financial Advisors, Financial Wellness, Independence planning, Investments, Recordkeeping, Retirement Committee

The relationship between retirement plan advisors and recordkeepers has always involved some natural tension. But as both sides expand into overlapping territory, plan sponsors need...

In-Plan Retirement Income: From Exploration to Execution

By Fred Barstein / 401(k) Plan Management, Changing dynamics, Communication, DC Plan Sponsors, Fiduciary, financial stress management, Financial Wellness, Financial Wellness, Ideal Plan, in-plan retirement income solutions, Insurance, IRA Roll overs and Roll ins, PEPs, Retirement Committee, Retirement Income, Retirement Readiness, Target Date Funds

For years, in-plan retirement income solutions have generated plenty of interest but limited action. That’s about to change. The Institutional Retirement Income Council (IRIC) is...

Preparing Employees for Retirement: What Plan Sponsors Should Do Now

By Fred Barstein / 401(k) Plan Management, 401k Advisor, benefit education, DC Plan Sponsors, education, Employee engagement, Employee happiness, Employee training, Fiduciary, financial literacy, financial stress management, Financial Wellness, participation, Retirement Plan Advisor, Retirement Readiness

When a company has a growing segment of employees approaching retirement age, it should proactively shift from simply “offering” a retirement plan to actively supporting...

Student Loan Wage Garnishment Is Back and Employers Are on the Front Line

By Fred Barstein / 401k plan, AI for Retirement, CEO Engagement, Changing dynamics, Communication, DC Plan Sponsors, Economy, education, Employee engagement, Fiduciary, Financial Literacy, financial stress management, financial wellness, Millennials saving, Plan design, Retirement Readiness, student loan, Student Loan Debt, Student loan wage garnishment

After years on pause, student loan wage garnishment has officially returned. The Department of Education confirmed that garnishment notices went out the week of Jan....

FOLLOW US:

401kTV

Thank you for visiting our site!