Retirement Committee Archives - 401k Plan Optimization, Compliance, Investment & Partners

Bugielski Case: Unpacking the Impact on Retirement Planning Fees

By Fred Barstein / Conflict of Interest, courts, DC plans, lawsuits, Legislation, Recordkeeping, Regs and Regulators, Retirement Committee

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

By Fred Barstein / 401k News, Committees, Communication, Convergence, DC plans, Employee Benefits, esg funds, Fiduciary, Financial Advisors, Financial Wellness, Healthcare & other benefits, investment comittee, PEPs, Plan design, Recordkeeping, Retirement Committee, student loan

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...

Insights from the 2023 RPA Record Keeper Roundtable & Thinktank

By Fred Barstein / 401k News, Benchmarking & Monitoring Fees & Partners, DC Plan Sponsors, DC plans, Documents & testing, Economy, Fiduciary, Financial Advisors, Financial Security, investment comittee, Managed Accounts, Plan Acquisition, Record Keepers, Recordkeeping, Retirement Committee, RPA Record Keeper Roundtable & Thinktank, Senior Management Engagement

During the fifth annual RPA Record Keeper Roundtable & Thinktank in New York City, senior leaders from major firms gathered to discuss the challenges and...

Post-Pandemic Employee Retention: Rethinking Retirement Plans

By Fred Barstein / 401k News, benefits committee, employer match, Fiduciary, Ideal Plan, participation, Plan design, Plan Optimization, Plan Participation, Recruiting and Retaining Talent, Retirement Committee

Post-Pandemic Employee Retention: Rethinking Retirement Plans For employers facing challenges in recruiting and retaining employees, it could be an opportune moment to consider and...

The Ultimate RPA Conference for Convergence Enthusiasts

By Fred Barstein / Digital Design, Digital Tools, education, Financial Advisors, Financial Wellness, Investment Managers, Merging Retirement Plan, Peer to peer learning, Retirement Committee, TRIPLE F ADVISOR

The convergence of wealth, retirement, and benefits in the workplace has increasingly become a hot topic. RPAs (Retirement Plan Advisors) would do well to expand...

Perks of Switching from a 403(b) to a 401(k) for Non-Profits

By Fred Barstein / 401k News, benefit education, Fiduciary, Financial Advice, Financial Advisors, Financial Wellness, investment, Legislation, participation, Plan Conversion, Recordkeeping, Regs and Regulators, Retirement Committee

Perks of Switching from a 403(b) to a 401(k) for Non-Profits Although there are benefits to having a 403(b) plan, there are also perks...

The Importance of Selecting a Strong Retirement Committee

By Steff Chalk / benefit education, benefits committee, Committees, Compensation, Diversity equity inclusion, Fiduciary, financial wellness, Retirement Committee

The Importance of Selecting a Strong Retirement Committee It’s middle school. Kids are lined up on the hardwood gym floor for dodgeball. The PE teacher...

Benefits Education and Alternative Investments Are Must-Haves for Today’s Workforce

By Steff Chalk / benefit education, benefits committee, Committees, ESG, esg funds, Featured Article Steff, Governance, onboarding, Retirement Committee

Benefits Education should be standard operating procedure. Since there are so many alternative benefits these days, benefits education is more important than ever before! However,...

401(k) Plan Litigation Turns Another Page

By Steff Chalk / 401k News, Benchmarking & Monitoring Fees & Partners, benefits committee, Committees, Compliance, Conflict of Interest, courts, Fiduciary, investment comittee, Regs and Regulators, Retirement Committee

401(k) plan litigation in the qualified retirement plan space has been an area of significant growing attention over recent years. Qualified retirement plans designed to...

DCIIA Delivers Clarity Amidst Fiduciary Confusion

By Steff Chalk / 401k News, Committees, Compliance, education, Featured Story - Steff Chalk, Fiduciary, Regs and Regulators, Retirement Committee

DCIIA is helping to clear-the-air around what can accurately be described as an era of fiduciary confusion! And today, there is an abundance of confusion...