401k Partners Archives - Page 5 of 40 - 401k Plan Optimization, Compliance, Investment & Partners

Voya’s Acquisition of OneAmerica: What Advisors Need to Know

By Fred Barstein / 401k News, acquisition, Benchmarking & Monitoring Fees & Partners, Change, Compensation, Convergence, Convergence & Advisor M&A, cybersecurity, DC Plan Sponsors, Fiduciary, Financial Wellness, investment, Plan Acquisition

Voya’s recent acquisition of OneAmerica’s retirement division is noteworthy, particularly due to the significantly lower price compared to previous industry acquisitions. This deal highlights the...

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...

Transamerica: For Most Workers, Retirement at Age 65 Isn’t Likely

By Fred Barstein / Behavioral Finance, benefit education, Communication, Compensation, Confidence, Economy, Emergency Savings, Employee happiness, financial behaviors, financial insecurity, financial stress management, financial uncertainty, Financial Wellness, Health & Wellness, Health Savings Account, healthcare, Healthcare & other benefits, hiring, inflation concerns, inflation stress, personal financial advice, Recession, Retirement Happiness, Retirement Plan Testing, Retirement Readiness, Retirement Savings Concern

When it comes to retirement, many middle-class workers are finding themselves in a precarious position. A significant number of American workers plans to continue working...

Choosing the Right Advisor: The Case For Independent Due Diligence

By Fred Barstein / 401k News, Client connection, Confidence, DC Plan Sponsors, DC plans, Due Diligence, Employee engagement, Employee feedback, Employee happiness, ERISA Co-Fiduciaries, Fiduciary, Financial Advisors, Financial Security, Financial Wellness

Choosing the Right Advisor: The Case For Independent Due Diligence Choosing the right advisor is the most critical decision a 401(k) or 403(b) plan sponsor...

Gen Z Most Optimistic About Their Retirement Outlook

By Fred Barstein / Aging Workforce, Behavioral Finance, Communication, Communication, DC plans, diversity, Emergency Savings, Employee Benefits, Employee happiness, Employer Contribution, employer match, Fiduciary, financial behaviors, financial insecurity, financial literacy, financial stress management, Financial Wellness, Future Self, generation x, Health & Wellness, Independence planning, inflation concerns, investment, Job growth, managed accounts, Millennials saving, multi-generational workforce, Partners, personal financial advice, Plan design, Plan Optimization, Plan Participation

Different generations have differing perspectives on their retirement prospects. Generation Z seems to be the most optimistic. A pair of recent BenefitsPro articles highlighted two...

The Critical Importance of Annuity Fee Transparency

By Fred Barstein / 401k News, Annuities, annuity, Authenticity, Benchmarking & Monitoring Fees & Partners, benefit education, Client connection, Communication, Confidence, DC plans, fee transparency, Fiduciary, Financial Wellness, inflation concerns, investment comittee, Retirement Happiness, Third party administrators

The transparency of annuity fees and costs is a critical issue in retirement planning. It directly impacts employees’ confidence and trust in their retirement...

The Terrifying and Brilliant Future for 401(k) Providers & Advisors

By Fred Barstein / 401k News, Benchmarking & Fees (ERISA, retirement plan), Change, Communication, Convergence, Economy, Financial Advisors, Fintech Record Keepers, Improving Outcomes, innovation, Investment Managers, Investments, mindfulness, Record Keepers

The future of the 401(k) industry is both terrifying and brilliant, presenting significant challenges and immense opportunities. Providers and advisors are grappling with an explosion...

Future Prospects & Challenges: Insights from the RPA Record Keeper Roundtable

By Fred Barstein / 401k News, Change, Communication, Consolidation, Convergence, Fiduciary, Financial Wellness, Fintech Record Keepers, Record Keepers, Retirement Income

At the recent RPA Record Keeper Roundtable and Think Tank in Washington, DC, leading 401(k) record keepers gathered to discuss the industry’s future and the...

Nationwide: Most Americans Don’t Expect to Retire at Age 65

By Fred Barstein / 401k News, Economy, Emergency Savings, Financial Advice, Financial Advisors, Financial Security, Financial Stress, financial stress, financial uncertainty, Financial Wellness, Health & Wellness, inflation, inflation concerns, inflation stress, Insurance, Investment Managers, Investments, Legislation, recession, Retirement Income

Many Americans aren’t planning to retire at age 65, and they expect to have more challenges in their post-career years than their parents and grandparents....

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,...