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...
Investments
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...
401(k) Plan Sponsors Sparking Transformation with New Awareness
Over two decades ago, leading retirement plan advisors revolutionized the industry by prioritizing fiduciary principles and driving cost reductions for plan sponsors through record keeper...
Streamlining 401(k) Management: The Shift Towards Automation
Fred Barstein, CEO & Founder, TPSU/TRAU/401kTV with Ernestine, Benefits Administrator In today’s fast-paced digital landscape, businesses are constantly seeking ways to enhance efficiency and streamline...
Evolving Expectations: The New Era for 401(k) Plan Advisors
As the dynamics of 401(k) plan management grow increasingly complex, plan sponsors are intensifying their demands for more competent and transparent advisors. This trend, illuminated...
Thriving Amidst Industry Shifts: The Imperative of Adaptation & Innovation
Adaptation, innovation, and prioritizing personalized, high-value services are crucial for businesses to thrive amidst industry shifts and foster long-term success. The ongoing debate about the...
SECURE 2.0’s Influence on Retirement Planning Among Advisors
A survey conducted by Cerulli Associates revealed that only 7% of defined contribution plan advisors would recommend actively managed target-date funds (TDFs) to clients, with...
Optimizing Payroll Integration for Efficient Retirement Planning
Fred Barstein, CEO & Founder, TPSU/TRAU/401kTV with Carlos, Plan Sponsor/HR Director Payroll integration, which involves the seamless communication and data exchange between a company’s payroll...
3 Financial Wellness Trends to Watch in 2024
Financial stress is top of mind for the majority of American workers, and it’s impacting them on the job. Eighty-two percent of workers are thinking...
