DC plans Archives - Page 10 of 15 - 401k Plan Optimization, Compliance, Investment & Partners

Protected: The Evolving Relationship Between Advisors and Record Keepers: A Conversation with Mike Shamburger of T. Rowe Price

By Fred Barstein / 401k News, 401k RealChat, acquisition, Adaptability, Benchmarking Fees, Changing dynamics, Changing Recordkeepers, Communication, Consolidation, Convergence, DC plans, Fiduciary, Financial Advisors, financial literacy, Financial Wellness, Record Keepers, Recordkeeping, Retirement Advisory

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Words Make All the Difference in Improving Participation and Outcomes

By Fred Barstein / 401k News, acquisition, adult learning, Authenticity, benefit education, Client connection, Communication, Communication, Creative approach, DC Plan Sponsors, Economy, education, Employee Benefits, Employee engagement, Employee training, Fiduciary, Financial Advice, Financial Advisors, financial literacy, Financial Wellness, personal financial advice, Private Wealth & Retirement Planning, Retirement Happiness, small plans

Canadian philosopher and media theorist Marshall McLuhan is famous for coining the phrase, “The medium is the message.” His iconic observation suggested that the form...

Drive Engagement in Financial Planning Meetings with Free Food

By Fred Barstein / 401k News, adult learning, benefit education, benefits committee, CEO Engagement, Client connection, Committees, Communication, Company Contributions and Vesting, Creative approach, DC plans, Detailed Meeting Minutes, Employee Benefits, Employee engagement, Employee happiness, Employee training, Fiduciary, Financial Advisors, financial literacy, Financial Wellness, financial wellness, Health & Wellness, incentivizing financial meetings, Peer to peer learning, Retirement Committee

Drive Engagement in Financial Planning Meetings with Free Food If you’re an employer looking to increase participation in your financial planning meetings, consider offering free...

Important Considerations for Hiring a Retirement Plan Consultant

By Fred Barstein / 401k News, Adaptability, auto re-enroll, Benchmarking & Monitoring Fees & Partners, benefit education, Compliance, cybersecurity, DC Plan Sponsors, DC plans, Digital Tools, Due Diligence, Employee training, Fiduciary, Financial Advisors, Financial therapy, Financial Wellness, Retirement Advisor Specialist, Retirement Plan Consultants, Retirement Readiness

Working with a retirement plan consultant can help you design and offer a competitive retirement plan benefit to attract and retain top talent. A good...

Convergence and Competition: Redefining the Future of DC Plans

By Fred Barstein / 401k News, artificial intelligence, Benchmarking & Monitoring Fees & Partners, benefit education, benefits committee, Communication, Compliance, Consolidation, Convergence, DC plans, DOL, fee transparency, Fiduciary, Financial Advice, Plan Optimization, recordkeeping, Recordkeeping, Retirement Committee

The convergence of wealth, retirement, and benefits at the workplace is shedding light on both the strengths and vulnerabilities of the defined contribution (DC) system. ...

How Education Can Transform Auto-Enrollment & 401(k) Participation

By Fred Barstein / adult learning, auto enroll, auto re-enroll, benefit education, benefits committee, Client connection, Communication, Compensation, Confidence, DC plans, Education, Fiduciary, financial wellness, hiring, participation, Plan Participation, Retirement Happiness, Retirement Plan Participation

How Education Can Transform Auto-Enrollment & 401(k) Participation Education is critical for companies when it comes to benefits like 401(k) plans and auto-enrollment because it...

Why Financial Advisors Need a Strong, Purpose-Driven Brand

By Fred Barstein / 401k News, Adaptability, Authenticity, Change, Client connection, collaboration, Communication, Convergence, Creative approach, DC plans, Fiduciary, Financial Advisors, financial behaviors, mindfulness, purpose driven brand

Building a strong, purpose-driven brand is essential for financial advisors to stand out in a crowded and commoditized market. A brand is not just about...

Fee Compression Driving New Retirement Income Solutions

By Fred Barstein / 401k News, Benchmarking & Monitoring Fees & Partners, benefit education, Communication, Compensation, DC plans, Economy, fee transparency, Fiduciary, Fiduciary, Financial Advisors, Financial Security, financial wellness, inflation, PEP, recordkeeping, Target Date Funds

As the retirement landscape evolves, major players in the industry are introducing new retirement income solutions. This shift is driven by decreasing investment fees and...

Choosing the Right Advisor: The Case For Independent Due Diligence

By Fred Barstein / 401k News, Client connection, Confidence, DC Plan Sponsors, DC plans, Due Diligence, Employee engagement, Employee feedback, Employee happiness, ERISA Co-Fiduciaries, Fiduciary, Financial Advisors, Financial Security, Financial Wellness

Choosing the Right Advisor: The Case For Independent Due Diligence Choosing the right advisor is the most critical decision a 401(k) or 403(b) plan sponsor...

Transforming the 401(k) Landscape: Embrace the Change

By Fred Barstein / Adaptability, AI, artificial intelligence, Change, Client connection, collaboration, Communication, Convergence, DC Plan Sponsors, DC plans, Documents & testing, Economy, Fiduciary, Financial Advisors, Financial Wellness, Fintech Record Keepers, mindfulness, Regs and Regulators

The 401(k) and defined contribution industry is going through major changes, driven by a mix of historical events and recent developments. The COVID-19 pandemic has...