Specialist vs. Generalist: Benefits for 401(k) Plan Sponsors
Burak Alpaslan, Co-Founder, Partner, and Financial Advisor at Vital Planning Group LLC Working with a specialist rather than a generalist offers significant advantages for plan...
Investments
Financial Wellness Improves Employee Satisfaction & Retirement Security
Amid inflationary fears and economic uncertainty, financial stress is an all-too-common part of life for many employees. Money stress not only affects workers’ personal lives...
Democratizing Financial Planning: A Promising Workplace Model
The debate over financial wellness initiatives versus tangible outcomes has prompted skepticism about the feasibility of offering personalized financial planning to a broad audience. Despite...
GoBankingRates: Nearly 30% of American Workers Have Zero Retirement Savings
Many Americans are facing a very real possibility of retiring with inadequate savings. A pair of articles in Employee Benefit News and BenefitsPro covered a...
The Power of Collaborative Partnerships in Retirement Planning
Fred Barstein, CEO & Founder, TPSU/TRAU/40ktv with Teresa, HR Admin In the realm of retirement planning, effective communication serves as the cornerstone for building robust...
Navigating Retirement Challenges: Beyond Financial Planning
Believe it or not, retirement can pose significant challenges if not approached thoughtfully. Beyond financial considerations, it’s crucial for advisors to delve into their clients’...
4 Trends Transforming Retirement Plans in 2024
Technology and economic conditions are transforming America’s finances, and that’s impacting retirement plan sponsors and participants. In light of these trends, a new study from...
Recordkeeper Shifts Mean Plan Sponsors & Advisors Must Evolve Too
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...
Empowering Retirement Planning: Family Involvement & Innovation
Fred Barstein, CEO & Founder, TPSU/TRAU/401kTV with Plan Sponsor, Ellis – HR Manager If you are facing challenges in encouraging employees to enroll in the...
Women & Men Think Differently About Money, Jobs, & the Economy
It’s no secret – men and women think differently, and that includes their sentiments about their finances, jobs, and the economy. A recent survey from...
