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

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...

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

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...

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The Pros and Cons of Automatic Enrollment in Retirement Plans

Automatic Enrollment
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...

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What Makes a Great Retirement Plan Advisor?

Retirement Plan Advisor
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...

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Embrace Flexibility in Your Retirement Committee Selection

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

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