Plan Participant Data Ownership Creates Concerns Plan participant data ownership is a confusing topic for retirement plan fiduciaries. Plan participant data ownership is unquestionably a sensitive issue as an ...

  401k plan investment fees are easier to accept when there is full disclosure.  When participants understand the 401k plan investment fees there is better employee engagement. At the ...

Retirement Plan Investment Fees Need Oversight Retirement plan investment fees continue to be a hot topic for plan sponsors, retirement committees and the Department of Labor (DOL). Retirement plan ...

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 ...

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 ...

401k Plan Retirement Committee Has Employee Retirement on Course 401k Plan Retirement Committee actions can make a stronger 401k plan. Fred Barstein, Founder and CEO of The Plan Sponsor ...

Investment Committee Practices Can Be Difficult for Plan Fiduciaries. Investment Committee Practices can be difficult for plan fiduciaries to understand.  In many cases, individuals are appointed as a plan ...

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 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 ...

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 ...