401k Investment Default Options for Employees by Fred Barstein 401k Investment Default Options for your Employees are arguably the most important investment decision a 401k or 403b plan can ...

Benchmarking Target Date Funds Requires a Solid Baseline Benchmarking Target Date Funds requires a solid baseline, an accurate peer group and an astute retirement plan advisor.   One of the ...

Stock Market Drop Concerns 401k Participants Stop market drops can change an investors vision of risk and the future. The stock market drop over the last quarter may be ...

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 ...

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 ...

3(38) Investment Manager Switch is Making a Difference 3(38) investment manager services were discussed after a recent Fiduciary Training Program at Rice University. The Plan Sponsor University Founder and ...

White Labeling Benefits Both 401k Sponsors and Participants. We’ve written previously that too many investment choices can be overwhelming for retirement plan participants. One way to simplify your retirement ...

  Thinking About Managed Accounts? Professionally managed accounts are being touted by 401(k) providers as the next best investment option since target date funds (TDFs). While they have their merits ...

As 401k and 403b providers slowly, and sometimes reluctantly, begin to use data and technology to provider better retirement solutions to defined contribution (DC) plan sponsors and participants, the ...

Mixed Investing Isn’t a Bad Idea Mixing Target Date and Other Funds Isn’t a Bad Idea Mixing Investing Can Work, for Some Participants Is it possible, and practical, for ...