One-on-on consulting

Not All Adviser Conflicts Are Equal, But None Should Be Ignored

By Fred Barstein / 401(k) Plan Management, 401k Advisor, Benchmarking & Monitoring Fees & Partners, Benchmarking Fees, Convergence & Advisor M&A, Documents & testing, erisa, Financial Advisors, Financial Wellness, Investments, IRA Roll overs and Roll ins, Managed Accounts, One-on-on consulting, Participant data

The financial services industry has largely normalized compensation arrangements that create conflicts of interest. Other professional fields—tax and legal—figured this out long ago and largely...

One-Size-Fits-All Retirement Education Doesn’t Work

By Fred Barstein / Employee engagement, Employee feedback, Employee happiness, Employee training, Fiduciary Training, Financial Advisors, financial literacy, financial stress management, financial uncertainty, Financial Wellness, Health & Wellness, investment, Millennial saving, Modernize Retirement Plans, multi-generational workforce, office environment, One-on-on consulting, one-size-fits-all, Peer to peer learning

Not every employee walks into a retirement seminar with the same questions. A 24-year-old just starting their career has very different concerns than a 61-year-old...

The Power of One-on-One Consultation in Building Retirement Readiness

By Fred Barstein / 401(k) advisor trust, 401(k) Plan Management, 401k Advisor, benefit education, Client connection, Communication, Convergence, DC plans, Employee engagement, Fiduciary, financial wellness, One-on-on consulting, Retirement Plan Consultants

One-on-one consultations play a critical role in retirement readiness because they allow advisors to address each employee’s unique financial situation, goals, and concerns. As employees...

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