Annual Benchmarking Is a Must for Plan Sponsors
Evolving regulations mean plan sponsors continue to face increasing scrutiny when it comes to their fiduciary responsibilities. A recent analysis of 50,000 retirement plans in...
Retirement Committee
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. ...
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...
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...
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...
5 Tips for a More Effective Retirement Plan Committee
A solid retirement plan committee is key to managing a successful plan that both improves fiduciary governance and serves participants’ best interests. A recent article...
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...
