recordkeeper consolidation

Thinking about Changing Recordkeepers? Consider These 6 Factors

By Fred Barstein / 401k News, Adaptability, adult learning, benefit education, Changing Recordkeepers, Client connection, Communication, DC Plan Sponsors, Digital Tools, evolving and adapting, Fiduciary, Financial Wellness, Improving Outcomes, recordkeeper consolidation, Recordkeeping, recordkeeping, Regs and Regulators, Retirement Committee, Retirement Plan Fees

If you’re considering changing retirement plan service providers, now may be a good time to do so. That’s according to Chris Carosa, CTFA, who penned...

Optimizing Payroll Integration for Efficient Retirement Planning

By Fred Barstein / 401k News, auto re-enroll, Communication, Fiduciary, Financial Wellness, Payroll, payroll integration, Plan Optimization, Record Keepers, recordkeeper consolidation, Retirement Committee, Retirement Income

Fred Barstein, CEO & Founder, TPSU/TRAU/401kTV with Carlos, Plan Sponsor/HR Director Payroll integration, which involves the seamless communication and data exchange between a company’s payroll...

Diversity, Equity, and Inclusion (DEI) are Important in Retirement Plans

By Steff Chalk / Benchmarking & Monitoring Fees & Partners, benefits committee, Company Contributions and Vesting, cyber, diversity, Diversity equity inclusion, ESG, Inclusion, Latest Stories, recordkeeper consolidation, virtual learning, Virtual Meeting

Diversity, equity, and inclusion (DEI) in the workplace has come to the fore in the past few years. Numerous studies have shown that hiring a...

Recordkeeper Consolidation Is Good & Bad News for Plan Sponsors

By Steff Chalk / acquisition, Combining Retirement Plans, Latest Stories, Merging Retirement Plan, Partners, recordkeeper consolidation

Recordkeeper consolidation is in the news again! Rampant recordkeeper consolidation in the retirement plan industry continues apace. One recent example of a behemoth power merger...

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