Financial Advisors

Recordkeeper Shifts Mean Plan Sponsors & Advisors Must Evolve Too

By / 401k News, Adaptability, Communication, competition, Consolidation, Convergence, Cyber Security, DC plans, Documents & testing, Due Diligence, Fiduciary, Financial Advisors, Improving Outcomes, Record Keepers, Recordkeeping, Regs and Regulators
Past Present And Future
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...

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Managing Conflicts in Retirement Planning: Prioritizing Transparency

By / 401k News, Adaptability, Authenticity, Communication, competition, Confidence, Conflict of Interest, Consolidation, Creative approach, Economy, evolving and adapting, Fiduciary, Financial Advisors, Financial Security, financial stress management, Regs and Regulators
401k Advisors
Navigating the complex world of retirement planning often involves grappling with conflicts of interest. Consider the scenario faced by senior managers of a publicly traded...

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Prudent Experts: Managing Retirement Plans as Plan Sponsors

By / 401k News, benefit education, Communication, DC Plan Sponsors, DC plans, education, Fiduciary, Financial Advisors, Prudent Expert, Retirement Advisor Specialist, Retirement Readiness, Retirement Savings Concern
James Vanke Img
  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...

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Enhancing Workplace Culture with Integrated Retirement Plans

By / 401k News, Benefits integration, Consolidation, Convergence, diversity, Employee engagement, Employee happiness, evolving and adapting, Fiduciary, Fiduciary, Financial Advisors, Financial Wellness, healthcare, participation, payroll integration
Eric Kaufman Adjunct Lecturer Usc
Fred Barstein, CEO & Founder, TPSU/TRAU/401kTV with Adjunct Lecturer, Eric Kaufman – Alliant Retirement Consulting  The integration of retirement plans into the broader employee benefits...

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Evolving Expectations: The New Era for 401(k) Plan Advisors

By / 401k News, Adaptability, Authenticity, Benchmarking Fees, benefit education, Client connection, Communication, Compensation, competition, Compliance, Creative approach, DC plans, Employee happiness, Fiduciary, Financial Advisors, Financial Wellness
401k 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...

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TRAU, Inc. and its affiliates TPSU and 401kTV do not provide investment, legal, tax or accounting advice. 401kTV readers and viewers should consult their legal and tax advisors for guidance. All materials, including but not limited to articles, directories, photos, videos, graphics etc., on this website are the sole property of TRAU, Inc. and are intended for educational purposes only. We do encourage your sharing 401kTV content with Plan Sponsors; however, unauthorized use of any and all materials is prohibited/restricted.

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