Employee engagement Archives - 401k Plan Optimization, Compliance, Investment & Partners

How One CHRO Is Redefining Benefits Communication for a Distributed Workforce

By Fred Barstein / 401(k) Plan Management, CEO Engagement, Client connection, collaboration, Communication, DC Plan Sponsors, Employee engagement, Fiduciary Training, Financial Wellness, Health & Wellness, Remote Work, remote work

As remote and distributed work continues to expand, organizations face increasing challenges in communicating across a workforce that is no longer centralized. With employees spread...

Health and Wealth Benefits Shouldn’t Be Communicated Separately

By Fred Barstein / 401(k) Plan Management, benefit education, benefits committee, Benefits integration, collaboration, Communication, DC Plan Sponsors, Employee Benefits, Employee engagement, Employer Contribution, Fiduciary Liability, Financial Wellness, Health & Wellness, investment

Health impacts finances. Finances impact health. It’s not a new insight, but a recent white paper from Milliman, a global actuarial and consulting firm, argues...

Balancing Fiduciary Responsibility & Employee Support in 401(k) Plans

By Fred Barstein / 401(k) Plan Management, benefit education, Client connection, Communication, DC Plan Sponsors, Employee engagement, Employee happiness, Fiduciary, Fiduciary Training, Financial Advisors, financial stress management, Financial Wellness

For many HR professionals, balancing employee support with fiduciary responsibility can feel like a constant tension. Chris, an HR Director for a growing company of...

Could a Centralized Clearinghouse Fix 401(k) System Challenges?

By Fred Barstein / 401(k) Plan Management, 401k Advisor, Auto Portability, auto re-enroll, Compensation, DC Plan Sponsors, DC plans, Employee Benefits, Employee engagement, Fiduciary, Fiduciary, Financial Advisors, Financial Wellness, Financial Wellness, Investments, participation, Retirement Plan Advisor, Retirement planning

Defined contribution plans have come a long way, but the system still struggles with one big reality: people change jobs frequently. Over the course of...

Why HR Can’t Stop at Enrollment When It Comes to Retirement Plans

By Fred Barstein / 401(k) Plan Management, 401k Advisor, auto enroll, auto escalate, auto re-enroll, benefit education, Communication, DC Plan Sponsors, DC plans, education, Employee Benefits, Employee engagement, Employee feedback, Employee training, Fiduciary, Financial Wellness, Financial Wellness, HR, Retirement Readiness, Retirement Savings Concern

For many companies, the work of managing a retirement plan feels complete once employees are enrolled. But Teresa believes that’s only the starting point. As...

One-Size-Fits-All Retirement Education Doesn’t Work

By Fred Barstein / Employee engagement, Employee feedback, Employee happiness, Employee training, Fiduciary Training, Financial Advisors, financial literacy, financial stress management, financial uncertainty, Financial Wellness, Health & Wellness, investment, Millennial saving, Modernize Retirement Plans, multi-generational workforce, office environment, One-on-on consulting, one-size-fits-all, Peer to peer learning

Not every employee walks into a retirement seminar with the same questions. A 24-year-old just starting their career has very different concerns than a 61-year-old...

Four Ways Your Benefits Broker Can Strengthen Your 401(k) Strategy

By Fred Barstein / 401k plan, auto enroll, Auto Portability, Benchmarking & Monitoring Fees & Partners, benefit education, Benefits Broker 401(k) Strategy, Benefits integration, collaboration, Communication, DC Plan Sponsors, Employee engagement, erisa, Fiduciary, Financial Wellness, Financial Wellness, HR, Plan design, Retirement planning

For many companies, the 401(k) is one of the most valued benefits they offer. It’s also one of the least optimized. Plans are often selected...

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...

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...

Health and Wealth Benefits Shouldn’t Be Communicated Separately

Balancing Fiduciary Responsibility & Employee Support in 401(k) Plans

Could a Centralized Clearinghouse Fix 401(k) System Challenges?

Why HR Can’t Stop at Enrollment When It Comes to Retirement Plans

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