DC Plan Sponsors Archives - Page 5 of 17 - 401k Plan Optimization, Compliance, Investment & Partners

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....

Recordkeeper Switches Can Go Wrong Fast. Is Your Plan Protected?

By Fred Barstein / 401(k) Plan Management, benefits committee, Communication, DC Plan Sponsors, DC plans, DOL Guidance, Employee engagement, ERISA Advisory Council, fee lawsuits, fees, Fiduciary, Fiduciary Liability, financial wellness, Improving Outcomes, lawsuits, Lifestyle Benefits, Qualified Advisor, Record Keepers, Recordkeeping, recordkeeping, Retirement Happiness, Retirement Readiness

Switching recordkeepers might seem like a straightforward administrative move, but when things go sideways, the consequences can be severe. A recent lawsuit against a Florida...

Why Employee Education Requires More Than One Method

By Fred Barstein / benefit education, CEO Engagement, Client connection, collaboration, Communication, DC Plan Sponsors, DC plans, education, Education, Employee feedback, Employee training, Fiduciary, Financial Wellness, Retirement Readiness

Employee education requires more than one method because no single approach can effectively reach an entire workforce. Employees have different schedules, learning styles, comfort levels,...

Co-Manufactured Target-Date Funds: Lower Fees, But at What Cost?

By Fred Barstein / 401k News, DC Plan Sponsors, DC plans, Economy, fee compression, fee transparency, fees, Financial Wellness, Retirement Readiness, Target Date Funds

Fee pressure is reshaping how 401(k) plans cover administrative costs, and plan sponsors—especially those overseeing smaller plans—are increasingly turning to a new breed of target-date...

Free Tools Plan Sponsors Can Use to Vet Prospective Retirement Plan Advisors

By Fred Barstein / 401(k) advisor trust, 401(k) Plan Management, 401k Advisor, Client connection, DC Plan Sponsors, DC plans, Digital Tools, Employee happiness, Fiduciary, Fiduciary, Financial Advice, Financial Advisors, Financial Advisors, Financial Wellness, Improving Outcomes, Professional Retirement Plan Fiduciary Services, Record Keepers, Regs and Regulators, Retirement Plan Advisor, Retirement Plan Fiduciary, Retirement Readiness

Free Tools Themed Graphic Presentation On Smartphone Sbi 351206664

Choosing the right financial advisor for your retirement plan is one of the most important decisions you’ll make as a plan sponsor. It’s also a...

Why Fiduciary Confusion Still Plagues Plan Sponsors

By Fred Barstein / 401(k) Managed Accounts, 401(k) Plan Management, 401k Advisor, Communication, DC Plan Sponsors, erisa, Fiduciary, Fiduciary, Fiduciary Training, Financial Wellness, Plan design, Retirement Plan Fiduciary, Retirement Readiness

Despite the rapid evolution of the retirement industry, one challenge continues to surface among plan sponsors nationwide: persistent confusion surrounding fiduciary roles. Even though more...

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