HR Archives - 401k Plan Optimization, Compliance, Investment & Partners

The 10 Biggest Lies Told to 401(k) Plan Sponsors

By Fred Barstein / 401kCafé, benefit education, Change, Communication, DC Plan Sponsors, DC plans, fee transparency, Financial Advisors, Financial Wellness, HR, product quality, Record Keepers, Retirement Happiness, Retirement Plan Advisor, Retirement Plan Advisor Due Diligence, Retirement Plan Fees, Retirement plan management, Retirement Readiness

At the May 401(k) Café webinar for plan sponsors, Fred Barstein, revealed the 10 biggest lies told to 401(k) and 403(b) plan sponsors. Despite ERISA’s...

The 10 Biggest Mistakes Plan Sponsors Make with Their Retirement Plan Advisor

By Fred Barstein / 401k News, 401k plan, 401kCafé, benefit education, Communication, Compliance, DC Plan Sponsors, Due Diligence, Fiduciary, HR, Ideal Plan, Plan design, Plan Participation, Retirement Plan Advisor, Retirement Plan Advisor Due Diligence, Retirement Plan Fiduciary, Retirement Plan Participation, Retirement Readiness

We were overwhelmed by the response to the April 2nd 401(k) Café 30-minute webinar, “What You Don’t Know Could Hurt You.” Many of you were...

The Pros and Cons of Automatic Enrollment in Retirement Plans

By Fred Barstein / 401k News, 6th Annual RPA Broker/Dealer Roundtable, auto enroll, Benefits integration, CEO Engagement, Changing dynamics, Changing Recordkeepers, Client connection, Communication, Company Contributions and Vesting, DC Plan Sponsors, Employee Benefits, Fiduciary, Financial Advisors, Financial Literacy, Financial Wellness, Financial Wellness, HR, HR, Ideal Plan, Improving Outcomes, IRA Roll overs and Roll ins, office environment, onboarding, participation, Plan design, Plan Participation, product quality, Retirement Advisory, Retirement Readiness, specialized team

The Pros and Cons of Automatic Enrollment in Retirement Plans Automatic enrollment in 401(k) and other retirement plans has gained popularity as a tool to...

What Makes a Great Retirement Plan Advisor?

By Fred Barstein / 401k News, 6th Annual RPA Broker/Dealer Roundtable, Adaptability, Authenticity, CEO Engagement, Changing dynamics, Changing Recordkeepers, Client connection, Communication, Communication, Confidence, Early retirement, Employee happiness, Fiduciary, Financial Advice, Financial Advisors, financial wellness, generational gap in retirement planning, HR, Plan design, product quality, Retirement Advisory, Retirement Plan Advisor, specialized team

What Makes a Great Retirement Plan Advisor? A great retirement plan advisor combines expertise, strong communication skills, and a true dedication to client success. They...

Embrace Flexibility in Your Retirement Committee Selection

By Fred Barstein / benefit education, benefits committee, Committees, Communication, Compensation, Creative approach, DC Plan Sponsors, diversity, Diversity equity inclusion, Employee engagement, Employee training, Fiduciary, Financial Wellness, HR, Ideal Plan, Improving Outcomes, Retirement Plan Committee

Fred Barstein with Adjunct Lecturer, Rick Unser – Financial Advisor, Creative Planning When forming a retirement committee, embracing creative thinking can yield substantial benefits. A...