Employee training Archives - Page 3 of 4 - 401k Plan Optimization, Compliance, Investment & Partners

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...

The Importance of Quality Employee Meetings for Business Success

By Fred Barstein / 401k News, adult learning, benefit education, benefits committee, Change, Client connection, Communication, Confidence, education, Employee Benefits, Employee engagement, Employee feedback, Employee happiness, Employee training, Fiduciary, financial literacy, Financial Wellness, mindfulness, Retirement Plan Committee

The Importance of Quality Employee Meetings for Business Success Quality employee meetings are essential for improving communication, boosting engagement, and driving organizational success. Whether the...

Convergence in DC Plans: Challenges, Opportunities & the Path Forward

By Fred Barstein / 401k News, Adaptability, Change, Client connection, Communication, Convergence, Due Diligence, Economy, Employee training, evolving and adapting, Fiduciary, Financial Advisors, mindfulness

The defined contribution industry is buzzing with the potential for advisors and providers to leverage the convergence of wealth, retirement, and benefits at the workplace. ...

Key Role of Meeting Minutes in Retirement Plan Compliance & Audits

By Fred Barstein / 401k News, 401k rollovers, Audit, benefit education, benefits committee, Benefits integration, Committees, Communication, Compliance, Confidence, DC Plan Sponsors, Detailed Meeting Minutes, Employee feedback, Employee happiness, Employee training, Fiduciary, Financial Wellness, Legislation, Regs and Regulators, Retirement Plan Committee, Retirement Plan Fiduciary, Virtual Meeting

Key Role of Meeting Minutes in Retirement Plan Compliance & Audits Maintaining detailed minutes of committee meetings is essential for companies with retirement plans that...

Financial Wellness Programs: Vital Considerations for 2024

By Fred Barstein / 401k News, benefit education, benefits committee, Communication, Confidence, Creative approach, Economy, education, Employee Benefits, Employee training, Fiduciary, Financial Wellness, financial wellness programs, Health & Wellness, inflation stress, managed financial stress, personal financial advice

Financial wellness programs should not be overlooked in 2024, particularly by employers. Financial stress is currently at an all-time high, with workers burdened by...

Empowering Retirement Planning: Educating with PEPs and CITs

By Fred Barstein / 401k News, CIT, Client connection, Collective Investment Trust, Communication, Communication, Confidence, Consolidation, DC Plan Sponsors, Employee engagement, Employee training, Fiduciary, PEPs

The convergence of wealth management and retirement planning is rapidly reshaping the landscape of financial services, with Plan Pooled Employer Plans (PEPs) and Collective Investment...

Embrace Flexibility in Your Retirement Committee Selection

By Fred Barstein / benefit education, benefits committee, Committees, Communication, Compensation, Creative approach, DC Plan Sponsors, diversity, Diversity equity inclusion, Employee engagement, Employee training, Fiduciary, Financial Wellness, HR, Ideal Plan, Improving Outcomes, Retirement Plan Committee

Fred Barstein with Adjunct Lecturer, Rick Unser – Financial Advisor, Creative Planning When forming a retirement committee, embracing creative thinking can yield substantial benefits. A...

Advicetech Platforms Can Help Improve Retirement Plan Engagement

By Fred Barstein / Adaptability, adult learning, Communication, Compensation, DC Plan Sponsors, Digital Tools, diversity, Employee engagement, Employee happiness, Employee training, Fiduciary, financial literacy, Financial Wellness, Loans, Millennials Delaying Milestones, Retirement Readiness, Robo Advisor Technology, Secure Act Changes, Student Loan Debt

Engaging participants in workplace retirement plans is a top priority for plan sponsors. That’s according to a new survey from the Plan Sponsor Council of...

Navigating the Rise of Pooled Employer Plans in 2024

By Fred Barstein / 401k News, benefit education, benefits committee, Communication, Employee engagement, Employee training, Fiduciary, Fiduciary, Legislation, Multiple Employer Plans, PEPs, Plan design, Plan Participation

In 2024, Pooled Employer Plans (PEPs) stand as a transformative force in retirement planning, strategically addressing the challenges posed by the proliferation of small retirement...