401k Investments Archives - Page 8 of 63 - 401k Plan Optimization, Compliance, Investment & Partners

RPA Broker/Dealer Roundtable: Convergence and Plan Growth Take Center Stage

By Fred Barstein / 401(k) Plan Management, 6th Annual RPA Broker/Dealer Roundtable, Adaptability, Authenticity, Client connection, Communication, Convergence, DC Plan Sponsors, Fiduciary, Financial Advisors, Financial Wellness, Retirement Income, Retirement Readiness

The largest and most oversubscribed RPA Broker/Dealer Roundtable to date took place at Broadridge’s New York City offices just ahead of the WealthManagement.com Industry Awards. ...

Six Red Flags That Signal Your 401(k) Advisor Isn’t Worth the Cost

By Fred Barstein / 401k Advisor, 401k News, 401k plan, Benchmarking Fees, Client connection, DC Plan Sponsors, Fiduciary, Financial Advisors, Financial Security, Financial Wellness, Retirement Plan Advisor, Retirement planning, Retirement Readiness, Target Date Fund

After 25 years of benchmarking retirement plans across Oklahoma, Terry Morgan, AIF, CPFA of OK 401k has seen some patterns that have become impossible to...

Plan Sponsors Turn to CITs for Lower Costs and Flexibility

By Fred Barstein / 401(k) Plan Management, CIT, Collective Investment Trust, DC Plan Sponsors, Fiduciary, Financial Wellness, investment, Investment Managers, Investments, Retirement planning

Collective investment trusts (CITs) have steadily gained traction in retirement plan lineups, and for good reason. A recent article from the International Foundation of Employee...

The Overlooked RPA Checkup: Why Advisors Need Reviews Too

By Fred Barstein / 401k plan, Benchmarking Fees, DC Plan Sponsors, Fiduciary, Fiduciary, Financial Wellness, Regs and Regulators, Retirement Plan Advisor, Retirement Plan Advisor Due Diligence

Most plan sponsors carefully review investment managers and recordkeepers, yet rarely apply the same scrutiny to their retirement plan advisors (RPAs). It’s an odd gap—especially...

Helping Former Employees Keep Their Retirement on Track

By Fred Barstein / 401(k) Managed Accounts, 401(k) Plan Management, 401k rollovers, Communication, DC Plan Sponsors, DC plans, Employee engagement, Employee happiness, Employee training, Financial Wellness, Plan Conversion, Retirement Committee, Retirement planning

When employees leave a company with small 401(k) balances—typically under $7,000—plan sponsors are permitted to initiate a “force-out,” removing these accounts from the plan. While...

Rethinking Retirement Support: Time for Plan Sponsors to Step Up

By Fred Barstein / 401k News, Changing dynamics, Communication, DC Plan Sponsors, DC plans, education, Employee engagement, Employee feedback, Employee happiness, Fiduciary, Financial Advice, Financial Wellness, Plan design, Plan Participation, Retirement Committee, Retirement plan management, Retirement Plan Participation, Retirement planning, retirement security

With nearly 59 million employees lacking access to workplace retirement plans, according to a recent TIAA study, we’re facing a retirement readiness crisis that demands...

Cerulli: Closing the Retirement Guidance Gap Is Key to Better Outcomes

By Fred Barstein / 401k plan, benefit education, benefits committee, Client connection, Confidence, DC Plan Sponsors, Employee engagement, Fiduciary, Financial Wellness, Improving Outcomes, Recordkeeping, Regs and Regulators

Employees are hungry for retirement guidance, but many don’t know where to turn for help. This disconnect between need and access has created a significant...

The New Dynamics in 401(k) Plan Management

By Fred Barstein / 401(k) Plan Management, Adaptability, Changing dynamics, Custom Funds and Managed Accounts, DC Plan Sponsors, Financial Advisors, Financial Wellness, Financial Wellness, Managed Accounts, Managed Accounts, participation, Target Date Funds

The retirement plan industry talks a good game about putting participants first. You’ll hear compelling rhetoric about innovative products designed to better serve employees, enhanced...

The Recordkeeping Industry Faces an Existential Moment

By Fred Barstein / 401k News, Adaptability, Communication, Convergence, Convergence & Advisor M&A, DC Plan Sponsors, Financial Advisors, Financial Wellness, innovation, investment, Recordkeeping, Retirement Plan Advisor

The 401(k) recordkeeping industry stands at a pivotal moment. With $12.5 trillion in assets and 121 million accounts, recordkeepers are navigating intense pressure driven by:...

ERISA Advisory Council: 3 Ways to Transform Plan Defaults

By Fred Barstein / DC Plan Sponsors, DOL, DOL Guidance, erisa, ERISA Advisory Council, Financial Wellness, IRA Roll overs and Roll ins, Retirement Income, Retirement Readiness, Retirement Savings Concern

The ERISA Advisory Council (EAC) has delivered a roadmap for enhancing qualified default investment alternatives (QDIAs) that could reshape how retirement plan sponsors approach retirement...

Plan Sponsors Turn to CITs for Lower Costs and Flexibility

Cerulli: Closing the Retirement Guidance Gap Is Key to Better Outcomes

The New Dynamics in 401(k) Plan Management

The Recordkeeping Industry Faces an Existential Moment

ERISA Advisory Council: 3 Ways to Transform Plan Defaults

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