Financial Wellness Archives - Page 15 of 34 - 401k Plan Optimization, Compliance, Investment & Partners

Why Hire a Professional Fiduciary?

By Fred Barstein / 401k News, auto enroll, Benchmarking & Monitoring Fees & Partners, Benchmarking Fees, benefits committee, Client connection, Communication, Compliance, Confidence, DC Plan Sponsors, DOL, erisa, fee lawsuits, Fiduciary, Financial Advice, Financial Advisors, Financial Security, Financial Wellness, Improving Outcomes, Legislation, participation, personal financial advice, Retirement Advisor Specialist, retirement income, Retirement Plan Participation, Senior Management Engagement, Specialization, wellness assessment

Retirement plan sponsors often grapple with the decision to hire an outside fiduciary. With regulatory scrutiny increasing in intensity and fee lawsuits continuing to proliferate,...

Effective Retirement Plan Education: Reaching All Learning Styles

By Fred Barstein / 401k News, Adaptability, adult learning, AI, benefit education, benefits committee, Client connection, collaboration, Communication, Confidence, DC Plan Sponsors, Documents & testing, Economy, education, Employee Benefits, Employee engagement, Employee happiness, evolving and adapting, Fiduciary, Financial Advisors, financial literacy, Financial Wellness, Peer to peer learning, Retirement Committee, virtual learning

Effective Retirement Plan Education: Reaching All Learning Styles Educating employees about retirement plans is essential for any successful retirement program. By providing the right knowledge,...

Annual Benchmarking Is a Must for Plan Sponsors

By Fred Barstein / 401k News, auto enroll, auto escalate, Auto Portability, Benchmarking & Fees (ERISA, retirement plan), Benchmarking & Monitoring Fees & Partners, Benchmarking Fees, Benchmarking Funds, Benefits integration, Communication, Compensation, Compliance, Consolidation, Convergence, cybersecurity, DC Plan Sponsors, Documents & testing, Due Diligence, Fiduciary, Fiduciary, Financial Advisors, Financial Wellness, investment, Recordkeeping, Regs and Regulators, Retirement Committee, Retirement Plan Fees

Evolving regulations mean plan sponsors continue to face increasing scrutiny when it comes to their fiduciary responsibilities. A recent analysis of 50,000 retirement plans in...

Voya’s Acquisition of OneAmerica: What Advisors Need to Know

By Fred Barstein / 401k News, acquisition, Benchmarking & Monitoring Fees & Partners, Change, Compensation, Convergence, Convergence & Advisor M&A, cybersecurity, DC Plan Sponsors, Fiduciary, Financial Wellness, investment, Plan Acquisition

Voya’s recent acquisition of OneAmerica’s retirement division is noteworthy, particularly due to the significantly lower price compared to previous industry acquisitions. This deal highlights the...

The Importance of CEO Engagement in 401(k) Plan Management

By Fred Barstein / 401k News, Authenticity, auto enroll, auto escalate, benefit education, benefits committee, Benefits integration, CEO Engagement, collaboration, Communication, Confidence, Employee Benefits, Employer Contribution, Fiduciary, financial stress management, Financial Wellness, Retirement Plan Committee, Retirement Readiness

The Importance of CEO Engagement in 401(k) Plan Management In today’s corporate environment, the involvement of leadership in managing company benefits, especially 401(k) plans, is...

Raising the Bar: Essential Traits of Top Retirement Plan Advisors

By Fred Barstein / 401k News, Adaptability, AI, artificial intelligence, Authenticity, Change, Client connection, Communication, Confidence, Convergence, DC Plan Sponsors, Digital Design, Digital Tools, Due Diligence, education, Employee engagement, Employee feedback, Employee happiness, Family involvement, Financial Advisors, Financial Wellness, Health & Wellness, mindfulness, participation, Private Wealth & Retirement Planning, retirement advisor satisfaction, Retirement Advisor Specialist, Retirement Plan Advisor

Over the past few decades, the role of Retirement Plan Advisors (RPAs) has drastically expanded. What once involved basic oversight of investment portfolios and fulfilling...

Plan Sponsors Under Pressure: Enhancing Retirement Benefits to Attract Top Talent

By Fred Barstein / Adaptability, Benchmarking & Monitoring Fees & Partners, benefit education, benefits committee, Benefits integration, Client connection, collaboration, Communication, competition, Confidence, Convergence, DC Plan Sponsors, Economy, education, Employee Benefits, Employee happiness, Fiduciary, Financial Wellness, financial wellness programs, Improving Outcomes, inflation concerns, Regs and Regulators, Retirement Readiness, Retirement Savings Concern

Plan Sponsors Under Pressure: Enhancing Retirement Benefits to Attract Top Talent As the retirement landscape evolves, plan sponsors are increasingly under pressure to enhance their...

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...

Thinking about Changing Recordkeepers? Consider These 6 Factors

By Fred Barstein / 401k News, Adaptability, adult learning, benefit education, Changing Recordkeepers, Client connection, Communication, DC Plan Sponsors, Digital Tools, evolving and adapting, Fiduciary, Financial Wellness, Improving Outcomes, recordkeeper consolidation, Recordkeeping, recordkeeping, Regs and Regulators, Retirement Committee, Retirement Plan Fees

If you’re considering changing retirement plan service providers, now may be a good time to do so. That’s according to Chris Carosa, CTFA, who penned...

Proactive 401(k) Management: How RPA Due Diligence Can Save Costs & Boost Engagement

By Fred Barstein / 401k Monitoring, 401k News, Adaptability, Benchmarking & Fees (ERISA, retirement plan), Benchmarking & Monitoring Fees & Partners, Benchmarking Fees, benefit education, Client connection, Communication, Confidence, Fiduciary, Financial Advisors, Financial Advisors, Financial Wellness, Financial Wellness, retirement advisor satisfaction, rpaDD, TRIPLE F ADVISOR

Proactive 401(k) Management: How RPA Due Diligence Can Save Costs & Boost Engagement During a recent conversation on 401kTV, Fred Barstein interviewed Kristina, a controller...