Financial Literacy and Financial Wellness Are Two Different Things Financial literacy and financial wellness are not the same thing. Surprised? This author was, too. But it turns out there’s ...

401k Employee Communication Strategy Improves Savings 401k employee communication strategy is very important to employees when many employees are failing to take full advantage of a 401k match.  During ...

401k Service Providers Drive Plan Success 401k service providers are critical to the success of a 401k retirement plan.  During a Fiduciary Education Program at Fordham University Fred Barstein, ...

Increase 401k Participation with Plan Advisor Assisting How to Increase 401k Participation is a question being asked by many CEOs and Human Resources Managers. Part of the solution for ...

401k Auto-Enrollment Statistics Reflect Success 401k auto-enrollment statistics tell a story. After a recent Plan Sponsor University (TPSU) Fiduciary Education Program at University of Memphis Mr. Fred Barstein, Founder ...

401k Auto-Enrollment Takes Plan Participation to 100% 401k Auto-enrollment increases participation.  In this case, it helped to boost the Orlando Regional Realtor Association 401k plan participation rate to 100%!  ...

  Improving Retirement Readiness Helps Employers Save Money Improving Retirement Readiness is a good news story to share.  The state of retirement readiness in America currently is not-so-good news. ...

Financial Literacy Awareness Programs Include Eliminating Confusion Financial literacy awareness programs are topics we address with regularity.  Whether people realize it or not, strong financial literacy awareness programs are ...

401k Plan Education is Worth the Effort 401k plan education is a driver of success for most 401k plans.  401k plan education requires a strong focus on communication. This ...

401k Plan Engagement Strategy is a Must for a Successful 401k Plan 401k plan engagement strategy is very important to a successful 401k plan or 403b plan. Having a ...