Convergence and Competition: Redefining the Future of DC Plans
The convergence of wealth, retirement, and benefits at the workplace is shedding light on both the strengths and vulnerabilities of the defined contribution (DC) system. ...
Recordkeeping
Thinking about Changing Recordkeepers? Consider These 6 Factors
If you’re considering changing retirement plan service providers, now may be a good time to do so. That’s according to Chris Carosa, CTFA, who penned...
Key Takeaways from the 6th Annual RPA Roundtable & Think Tank
At the 6th Annual RPA Broker/Dealer Roundtable held in NYC September 4 and 5, key themes centered on the convergence of wealth management and retirement...
Maximizing Retirement Plans: The Vital Role of TPAs and Advisors
A good Third-Party Administrator (TPA) plays a crucial role in managing and administering retirement plans, providing a range of services that ensure compliance, efficiency,...
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...
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...
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...
Strategic Shift: Moving Towards Zero Plan Fees in the Evolving Retirement Landscape
The prospect of plan fees for advisors and record keepers hitting zero may seem improbable, given that a significant portion of their revenue is derived...
Bugielski Case: Unpacking the Impact on Retirement Planning Fees
The Bugielski v. AT&T Services, Inc. case, currently under consideration by the Ninth Circuit Court of Appeals, poses significant implications for retirement plan sponsors, record...
The Workplace: Future Asset Source – Industry Leader Insights
The workplace is poised to emerge as the predominant source of assets in the coming decade, as indicated by influential figures such as Morgan Stanley’s...
