DC plans Archives - 401k Plan Optimization, Compliance, Investment & Partners

PE Industry Considers Move to Enter 401(k) Market

By Fred Barstein / 401k News, 6th Annual RPA Broker/Dealer Roundtable, CEO Engagement, Changing dynamics, Changing Recordkeepers, DC plans, DOL, DOL Guidance, Early retirement, Economy, education, fee compression, fee transparency, Fiduciary, Financial Wellness, investment, Investments, Private equity, product quality, Regs and Regulators, Retirement Advisory, Retirement Plan Advisor, Retirement Plan Advisor Due Diligence, specialized team

With President Trump just days away from his second term in the White House, private equity firms are eyeing the massive 401(k) market with renewed...

The Evolution of Retirement Plan and Record Keeper Relations

By Fred Barstein / 401k News, Adaptability, Changing dynamics, Changing Recordkeepers, Client connection, competition, Compliance, Convergence, Convergence & Advisor M&A, DC Plan Sponsors, DC plans, Digital Tools, Emergency Savings, Fiduciary, Financial Advisors, Financial Wellness, Recordkeeping, Regs and Regulators, Retirement Income

The relationship between retirement plan advisors and their provider partners, especially record keepers, is changing driven by consolidation and the convergence of wealth, retirement and...

Navigating Employee Benefits & Retirement Plans During Acquisitions

By Fred Barstein / 401k News, acquisition, Adaptability, benefit education, benefits committee, Benefits integration, collaboration, DC Plan Sponsors, DC plans, Employee Benefits, Employee engagement, Employee happiness, Fiduciary, Financial Stress, Financial Wellness, investment comittee, Plan Conversion, Plan Optimization, War for Talent

Navigating Employee Benefits & Retirement Plans During Acquisitions Expanding through acquisitions allows companies to scale quickly, but it also brings significant challenges, particularly in managing...

Why Retirement Plan Advisor Due Diligence is so Critical Now

By Fred Barstein / 401k News, Adaptability, Benchmarking & Monitoring Fees & Partners, Benchmarking Fees, benefit education, Changing dynamics, Communication, DC Plan Sponsors, DC plans, fee transparency, Fiduciary, Financial Advisors, Financial Wellness, Recordkeeping, Retirement Happiness, Retirement Plan Advisor Due Diligence

Anatomy of a Recent RFP When the benefits administrator at an $80 million plan contacted TPSU (The Plan Sponsor University) recently about conducting due diligence...

Is a PEO the Right Fit for Your Small Business?

By Fred Barstein / 401k News, Adaptability, auto enroll, auto escalate, Auto Portability, benefit education, benefits committee, Benefits integration, collaboration, Communication, Compliance, DC plans, Financial Wellness, Health & Wellness, healthcare, Healthcare & other benefits, HR, PEO, Record Keepers, Retirement Committee

Is a PEO the Right Fit for Your Small Business? For small businesses, managing employee benefits and retirement plans is a critical but challenging responsibility. ...

Financial Wellness: Supporting Employees in Challenging Times

By Fred Barstein / 401k News, Adaptability, benefits committee, Communication, Confidence, DC plans, Economy, Emergency Savings, Employee happiness, Employee training, employer match, financial insecurity, financial literacy, financial stress management, Financial Wellness, Financial Wellness, Health Savings Account, healthcare, Healthcare & other benefits, innovation, Job growth, recession

Financial stress has emerged as a critical issue in the workplace that demands employers’ immediate attention. Recent data from earned wage access company ZayZoon reveals...

Effective Retirement Plan Management Through Sponsor Education & Fiduciary Training

By Fred Barstein / 401k News, adult learning, benefit education, benefits committee, Client connection, Communication, DC Plan Sponsors, DC plans, Education, Employee happiness, Fiduciary, Fiduciary Training, Financial Advisors, Financial Wellness, financial wellness programs

Effective Retirement Plan Management Through Sponsor Education & Fiduciary Training Effective retirement plan management hinges on comprehensive sponsor education and fiduciary training to ensure compliance,...

Longevity, Early Retirement Create Unique Challenges for Retirement Plan Sponsors

By Fred Barstein / 401k News, Adaptability, benefit education, benefits committee, Benefits integration, Communication, Compensation, Confidence, DC Plan Sponsors, DC plans, Digital Tools, Diversity equity inclusion, Early retirement, Employee Benefits, Employee engagement, Employee happiness, employer match, Fiduciary, financial literacy, Financial Security, Financial Stress, financial stress management, financial uncertainty, Financial Wellness, Healthcare & other benefits, inflation concerns, Mobile apps, multi-generational workforce, participation, Retirement Income, Retirement Readiness, Retirement Savings Concern

Problem Solution Buttons Show Answers And Guidance

As life expectancy continues to increase, employers are grappling with how to help their workers properly plan and save for longer retirements. According to John...

T. Rowe Price Enhances RPA Support in the 401(k) Market Amid Wealth and Retirement Convergence

By Fred Barstein / 401k RealChat, Adaptability, AI, Authenticity, Changing dynamics, collaboration, Communication, Convergence, Convergence & Advisor M&A, DC plans, Financial Advisors, Investments, Partners, Recordkeeping, Retirement Income, Retirement Plan Advisor, Retirement Plan Advisory Deals

T. Rowe Price Enhances RPA Support in the 401(k) Market Amid Wealth and Retirement Convergence In the final part of the 401(k) Real Chat series,...

Key Considerations for Record Keeper Partnerships

By Fred Barstein / 401k News, 401k RealChat, Changing dynamics, Changing Recordkeepers, Client connection, Communication, Consolidation, Convergence, DC plans, fee compression, Partner Video, product quality, Record Keepers, Recordkeeping, Regs and Regulators

Key Considerations for Record Keeper Partnerships In the latest episode of 401(k) Real Chat, Fred Barstein, CEO of TRAU, TPSU and 401kTV, continues the discussion...