The Power of Collaborative Partnerships in Retirement Planning
Fred Barstein, CEO & Founder, TPSU/TRAU/40ktv with Teresa, HR Admin In the realm of retirement planning, effective communication serves as the cornerstone for building robust...
DC plans
4 Trends Transforming Retirement Plans in 2024
Technology and economic conditions are transforming America’s finances, and that’s impacting retirement plan sponsors and participants. In light of these trends, a new study from...
Recordkeeper Shifts Mean Plan Sponsors & Advisors Must Evolve Too
Retirement plan recordkeepers have undergone tremendous change in recent years, driven by consolidation and a race to innovate and scale. According to Mike Webb CAPTRUST...
Empowering Retirement Planning: Family Involvement & Innovation
Fred Barstein, CEO & Founder, TPSU/TRAU/401kTV with Plan Sponsor, Ellis – HR Manager If you are facing challenges in encouraging employees to enroll in the...
Prudent Experts: Managing Retirement Plans as Plan Sponsors
James Vanke, Managing Director – Pensionmark Plan sponsors shoulder a critical fiduciary responsibility as prudent experts in managing retirement plans. This role necessitates informed decision-making...
Evolving Expectations: The New Era for 401(k) Plan Advisors
As the dynamics of 401(k) plan management grow increasingly complex, plan sponsors are intensifying their demands for more competent and transparent advisors. This trend, illuminated...
The Evolving Landscape of the 401(k) Ecosystem
The 401(k) ecosystem is undergoing significant change, driven by small-to-mid-size plan sponsors recognizing the potential of defined contribution plans. As small plans grow and mega...
Financial Wellness is Top Priority for Employers and Employees
It’s no wonder financial wellness is such a hot topic—financial stress continues to pervade American workers’ psyches. Debt, especially student loans, is overwhelming employees, leaving...
The Crucial Role of Advisors in Cybersecurity Compliance
Fred Barstein, CEO & Founder, TPSU/TRAU/401kTV with Adjunct Lecturer, Kim Cochrane – HUB International In today’s dynamic landscape of retirement planning, the emergence of cybersecurity...
Thriving Amidst Industry Shifts: The Imperative of Adaptation & Innovation
Adaptation, innovation, and prioritizing personalized, high-value services are crucial for businesses to thrive amidst industry shifts and foster long-term success. The ongoing debate about the...
