401k-financial advisers

Why Hire a Professional Fiduciary?

By Fred Barstein / 401k News, auto enroll, Benchmarking & Monitoring Fees & Partners, Benchmarking Fees, benefits committee, Client connection, Communication, Compliance, Confidence, DC Plan Sponsors, DOL, erisa, fee lawsuits, Fiduciary, Financial Advice, Financial Advisors, Financial Security, Financial Wellness, Improving Outcomes, Legislation, participation, personal financial advice, Retirement Advisor Specialist, retirement income, Retirement Plan Participation, Senior Management Engagement, Specialization, wellness assessment

Retirement plan sponsors often grapple with the decision to hire an outside fiduciary. With regulatory scrutiny increasing in intensity and fee lawsuits continuing to proliferate,...

Proactive 401(k) Management: How RPA Due Diligence Can Save Costs & Boost Engagement

By Fred Barstein / 401k Monitoring, 401k News, Adaptability, Benchmarking & Fees (ERISA, retirement plan), Benchmarking & Monitoring Fees & Partners, Benchmarking Fees, benefit education, Client connection, Communication, Confidence, Fiduciary, Financial Advisors, Financial Advisors, Financial Wellness, Financial Wellness, retirement advisor satisfaction, rpaDD, TRIPLE F ADVISOR

Proactive 401(k) Management: How RPA Due Diligence Can Save Costs & Boost Engagement During a recent conversation on 401kTV, Fred Barstein interviewed Kristina, a controller...

401(k) Real Chat: Saumen Chattppadhyay

By Fred Barstein / 401k News, 401k RealChat, Collective Investment Trust, Communication, Compensation, Conflict of Interest, Consolidation, Financial Advice, Financial Advisors, Investment Managers, Managed Accounts, Merging Retirement Plan, Multiple Employer Plans, Target Date Funds

In a Wealth Management RPA RealChat, Fred Barstein, Contributing Editor for Wealth Management’s RPA Omnichannel and CEO at TRAU, TPSU, and 401kTV, interviews Saumen Chattppadhyay,...

Financial Wellness Benefits Have Become “Table Stakes”

By Fred Barstein / 401k News, benefit education, benefits committee, Communication, Company Contributions and Vesting, Compensation, Convergence, debt relief, Diversity equity inclusion, DOL, Economy, Employee Benefits, Employee engagement, Employee happiness, Fiduciary, Fiduciary, Financial Advisors, financial stress management, Financial Wellness, Future Self, Health & Wellness, hiring, Inclusion, inflation concerns, investment, Job growth, Legislation, Lifestyle Benefits, millennials, multi-generational workforce, Retirement Happiness, SECURE 2.0, Secure Act Changes, student loan debt

Financial Wellness Benefits Table Stakes

Economic and market indicators appear to be stronger than anticipated. Stocks are up, unemployment is down, wages are growing faster than the rate of inflation,...

Financial Wellness Improves Employee Satisfaction & Retirement Security

By Fred Barstein / 401k News, Communication, Confidence, Economy, Emergency Savings, Employee engagement, employer match, Fiduciary, Financial Advice, Financial Advisors, Financial Literacy, financial stress management, financial wellness, Financial Wellness, Health & Wellness, Improving Outcomes, inflation stress, innovation, investment comittee

Amid inflationary fears and economic uncertainty, financial stress is an all-too-common part of life for many employees. Money stress not only affects workers’ personal lives...

Understanding the Spectrum: Financial Illness vs. Financial Wellness

By Fred Barstein / Communication, Confidence, DC Plan Sponsors, debt relief, Economy, Emergency Savings, Employee happiness, Fiduciary, Financial Advisors, financial insecurity, financial stress management, Financial Wellness, Health & Wellness, inflation concerns

Fred Barstein, CEO & Founder, TPSU/TRAU/401kTV with Adjunct Lecturer, Liz Davison, CEO & Founder – Financial Finesse In today’s fast-paced world, achieving financial wellness has...

Strategic Shift: Moving Towards Zero Plan Fees in the Evolving Retirement Landscape

By Fred Barstein / Benchmarking & Fees (ERISA, retirement plan), Communication, competition, Conflict of Interest, Fiduciary, Financial Advisors, Financial Advisors, inflation, Recordkeeping

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...

Empowering Retirement Readiness: A Strategic Approach

By Fred Barstein / adult learning, auto enroll, Auto Portability, benefit education, Communication, Education, education, Employee engagement, Employee happiness, Employee training, Fiduciary, Financial Advisors, Financial Wellness, healthcare, Investment Managers, participation, Retirement Income

Fred Barstein with Plan Sponsor, Logan Taylor – HR Benefits Manager Ensuring employees are well-prepared for retirement requires more than routine training – it demands...

The Importance of Wholesalers in DC Plans

By Fred Barstein / DC plans, Financial Advisors, Record Keepers, recordkeeping, Retirement Plan Committee, Wholesalers

In the world of Defined Contribution plans, wholesalers are more important than you think. There are numerous roles that contribute to a plan’s success. Each...

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...