Plan Participation Archives - Page 2 of 8 - 401k Plan Optimization, Compliance, Investment & Partners

How Education Can Transform Auto-Enrollment & 401(k) Participation

By Fred Barstein / adult learning, auto enroll, auto re-enroll, benefit education, benefits committee, Client connection, Communication, Compensation, Confidence, DC plans, Education, Fiduciary, financial wellness, hiring, participation, Plan Participation, Retirement Happiness, Retirement Plan Participation

How Education Can Transform Auto-Enrollment & 401(k) Participation Education is critical for companies when it comes to benefits like 401(k) plans and auto-enrollment because it...

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...

Enhancing Recruitment & Retention With Strategic Retirement Plan Design

By Fred Barstein / 401k News, benefits committee, Client connection, Communication, Company Contributions and Vesting, Compensation, Compliance, Economy, Employee happiness, Fiduciary, financial stress management, Financial Wellness, Plan Participation, recruiting

Enhancing Recruitment & Retention With Strategic Retirement Plan Design Designing retirement plans to aid in recruitment and retention is increasingly crucial in today’s competitive job...

Effective Workplace Communication for Retirement Planning

By Fred Barstein / 401k News, benefit education, Client connection, Communication, Confidence, Convergence, DC Plan Sponsors, Digital Tools, Employee engagement, Employee feedback, Employee happiness, employer match, Fiduciary, Financial Advice, Financial Advisors, financial stress management, Financial Wellness, healthcare, investment comittee, office environment, onboarding, Plan Participation, Recruiting and Retaining Talent, Retirement Plan Committee, Retirement Readiness

Effective communication within the workplace is paramount, especially when it comes to disseminating crucial information regarding retirement plans. By fostering transparent communication, employers can...

Navigating the Rise of Pooled Employer Plans in 2024

By Fred Barstein / 401k News, benefit education, benefits committee, Communication, Employee engagement, Employee training, Fiduciary, Fiduciary, Legislation, Multiple Employer Plans, PEPs, Plan design, Plan Participation

In 2024, Pooled Employer Plans (PEPs) stand as a transformative force in retirement planning, strategically addressing the challenges posed by the proliferation of small retirement...

Understanding Eligibility and Vesting Strategies

By Fred Barstein / 401k News, Communication, Employee Benefits, Employee engagement, Fiduciary, Financial Wellness, Investment Managers, Plan Participation, recruiting, Retirement Readiness, vesting

Fred Barstein with Plan Sponsor, Tracey Ann – HR Manager Navigating your company’s retirement plan often involves grasping two vital elements: eligibility and vesting schedules. ...

Empowering Youth with Independence Planning

By Fred Barstein / 401k News, Education, Fiduciary, Financial Advice, Financial Security, Financial Wellness, Independence planning, Plan Participation, Retirement Income, Retirement Plan Participation, Retirement Readiness, retirement security

Empowering Youth with Independence Planning Motivating younger people to consider retirement planning may be a significant task, but it’s an investment in their future...

Empowering Retirement Security: Form 5500 Reforms

By Fred Barstein / 401k audit, 401k News, DC plans, Fiduciary, form 5500, Ideal Plan, Plan design, Plan Participation, Retirement plan management, retirement security, small plans

Empowering Retirement Security: Form 5500 Reforms The government’s encouragement for small businesses to offer retirement plans stems from a commitment to economic security and...

Retirement Advisor Specialists Make Knowledgeable Contributions

By Fred Barstein / 401k News, benefit education, benefits committee, DC Plan Sponsors, Diversity equity inclusion, education, Fiduciary, Financial Advisors, Financial Wellness, Inclusion, Plan design, Plan Optimization Research, Plan Participation, Retirement Advisor Specialist

Retirement Advisor Specialists Make Knowledgeable Contributions Make Knowledgeable Contributions Retirement Plan Advisors make knowledgeable contributions to plan sponsors seeking guidance for their DC plans....

Post-Pandemic Employee Retention: Rethinking Retirement Plans

By Fred Barstein / 401k News, benefits committee, employer match, Fiduciary, Ideal Plan, participation, Plan design, Plan Optimization, Plan Participation, Recruiting and Retaining Talent, Retirement Committee

Post-Pandemic Employee Retention: Rethinking Retirement Plans For employers facing challenges in recruiting and retaining employees, it could be an opportune moment to consider and...