HR Archives - 401k Plan Optimization, Compliance, Investment & Partners

The Pros and Cons of Automatic Enrollment in Retirement Plans

By Fred Barstein / 401k News, 6th Annual RPA Broker/Dealer Roundtable, auto enroll, Benefits integration, CEO Engagement, Changing dynamics, Changing Recordkeepers, Client connection, Communication, Company Contributions and Vesting, DC Plan Sponsors, Employee Benefits, Fiduciary, Financial Advisors, Financial Literacy, Financial Wellness, Financial Wellness, HR, HR, Ideal Plan, Improving Outcomes, IRA Roll overs and Roll ins, office environment, onboarding, participation, Plan design, Plan Participation, product quality, Retirement Advisory, Retirement Readiness, specialized team

The Pros and Cons of Automatic Enrollment in Retirement Plans Automatic enrollment in 401(k) and other retirement plans has gained popularity as a tool to...

Measuring Retirement Plan Success: Beyond Participation Rates

By Fred Barstein / 401k News, 6th Annual RPA Broker/Dealer Roundtable, CEO Engagement, Changing dynamics, Changing Recordkeepers, Communication, Compensation, Employee Benefits, Employee happiness, fee compression, Fiduciary, Financial Wellness, generational gap in retirement planning, HR, Ideal Plan, Plan Conversion, product quality, Retirement Readiness, Senior Management Engagement, specialized team

Measuring Retirement Plan Success: Beyond Participation Rates For many employers, offering a retirement plan is a fundamental part of their benefits package. It helps attract...

The Power of a Specialized Team in Retirement Plan Management

By Fred Barstein / 401k News, benefit education, benefits committee, CEO Engagement, Changing dynamics, Changing Recordkeepers, Communication, Fiduciary, generational gap in retirement planning, HR, product quality, Professional Retirement Plan Fiduciary Services, Retirement Advisory, Retirement Committee, Retirement Plan Committee, Retirement planning, Retirement Readiness, specialized team

The Power of a Specialized Team in Retirement Plan Management Did you know that nearly half of employers struggle to manage their retirement plans effectively...

Tackling Financial Stress Through Wellness Programs

By Fred Barstein / 401k News, benefit education, Economy, Employee Benefits, Employee engagement, Employee happiness, Financial Literacy, financial stress, Financial Wellness, financial wellness programs, HR, Independence planning, inflation stress, Retirement Readiness

Tackling Financial Stress Through Wellness Programs Addressing financial stress has become a critical focus for employers as its impact on productivity and mental health becomes...

TPSU Celebrates Over a Decade of Empowering Retirement Plan Sponsors with Industry-Leading Education Programs

By Fred Barstein / 401k News, adult learning, benefit education, collaboration, Communication, education, Fiduciary, Fiduciary Training, Financial Wellness, HR, Improving Outcomes, Professional Retirement Plan Fiduciary Services, Retirement Advisor Specialist, Retirement Plan Advisor, Retirement Plan Advisor Due Diligence, Retirement Readiness

Jupiter, FL – The Plan Sponsor University (TPSU), the nation’s premier provider of fiduciary training for retirement plan sponsors, is celebrating its continued success in...

The Evolving Retirement Industry: What Advisors Need to Know

By Fred Barstein / 401k News, 6th Annual RPA Broker/Dealer Roundtable, Adaptability, adult learning, CEO Engagement, Changing dynamics, Changing Recordkeepers, Client connection, Communication, Convergence & Advisor M&A, DC Plan Sponsors, Early retirement, evolving and adapting, fee compression, fee lawsuits, Fiduciary, Fiduciary Training, generational gap in retirement planning, HR, incentivizing financial meetings, Legislation, product quality, Professional Retirement Plan Fiduciary Services, Regs and Regulators, Retirement Advisory, Retirement Plan Advisor, Retirement Plan Advisor Due Diligence, RPA Aggregator Roundtable, Specialization

The Evolving Retirement Industry: What Advisors Need to Know The retirement industry has evolved dramatically over the past decade, bringing new challenges and opportunities for...

Hearts & Wallets: Employees Taking on the Majority of Retirement Planning Responsibility

By Fred Barstein / 401k News, benefit education, Benefits integration, Client connection, collaboration, Communication, competition, Consolidation, DC Plan Sponsors, Economy, Fiduciary, Financial Advisors, Financial Security, financial stress management, Financial Wellness, HR, Retirement Readiness, Retirement Savings Concern

Employees perceive themselves as largely self-reliant when it comes to retirement planning. So finds recent research by financial benchmarking firm Hearts & Wallets, cited in...

Is a PEO the Right Fit for Your Small Business?

By Fred Barstein / 401k News, Adaptability, auto enroll, auto escalate, Auto Portability, benefit education, benefits committee, Benefits integration, collaboration, Communication, Compliance, DC plans, Financial Wellness, Health & Wellness, healthcare, Healthcare & other benefits, HR, PEO, Record Keepers, Retirement Committee

Is a PEO the Right Fit for Your Small Business? For small businesses, managing employee benefits and retirement plans is a critical but challenging responsibility. ...