Behavioral Finance Investor Bias Can Crush 401k Participants Behavioral finance investor bias can decimate the returns of 401k Participants. Behavioral finance investor bias can also make it difficult for ...

Sidecar Savings Accounts Add to Peace of Mind and Improve Productivity Sidecar savings accounts are now being discussed as a topic that will strengthen the private retirements system.  Emergency ...

401k Committee Members Can Impact Employee Retention with Flexibility and Work Life Balance 401k Committee Members often have a favorable impact on employees’ interests in staying with an employer. ...

401k Plan Tax Relief Exception Builds Employee Loyalty 401k Plan tax relief exception processing built a strong bond among employees impacted by Hurricane Maria. Fred Barstein, Founder and CEO ...

401k Plan Retirement Committee Keeps Retirement Plan on Track. 401k Plan Retirement Committee actions make for a stronger 401k plan. Fred Barstein, Founder and CEO of The Plan Sponsor ...

Retirement Savings by Age and Income Helps 401k Participants Reach Retirement Goals Retirement Savings by Age and Income measures can help your employees to answer the age-old question for ...

Socially responsible investing guidance is elusive for 401k plan sponsors. “The Department of Labor has problems with socially responsible investing, doesn’t it?” The client who asked me this question ...

401k Plan Investment Choices Need to be Monitored by the Numbers 401k plan investment choices come in many wrappers, sizes, and structures.  Plan fiduciaries are responsible for monitoring 401k ...

Retirement and Health Benefits Packages Can be Confusing to the Participants and the Employer  Retirement and health benefits packages are confusing enough on their own. It becomes even more ...

401k Plan Fee Benchmarking services can pay for themselves in future cost savings.  After a recent Fiduciary Training Program at Rice University, The Plan Sponsor University Founder and CEO, ...