Retirement Plan Advisor 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...

Recent ERISA Lawsuits May Alter the Future of Retirement Plan Administration

By Fred Barstein / 401k News, Benchmarking & Fees (ERISA, retirement plan), erisa, ERISA Attorneys, ERISA Co-Fiduciaries, fee lawsuits, Fiduciary, Financial Advisors, financial stress management, financial uncertainty, Financial Wellness, lawsuits, litigation, Retirement Plan Advisor

The retirement plan landscape is shifting beneath our feet as a tidal wave of litigation threatens to fundamentally alter how 401(k) plans are administered. With...

Who Should Help 401(k) Participants: Advisors or Record Keepers?

By Fred Barstein / 401k plan, AI, benefit education, benefits committee, Changing Recordkeepers, collaboration, Communication, competition, DC Plan Sponsors, education, Employee Benefits, Financial Advice, Financial Advisors, Financial Wellness, Private Wealth & Retirement Planning, Professional Retirement Plan Fiduciary Services, Retirement Plan Advisor

As the retirement industry shifts focus from just saving to helping people use their 401(k) money wisely, a big question has come up:Who’s best suited...

Is Your Retirement Plan Advisor Fulfilling Their Fiduciary Function?

By Fred Barstein / 401k plan, Audit, Authenticity, Benchmarking & Fees (ERISA, retirement plan), benefit education, Change, Changing dynamics, Client connection, Communication, DC plans, Fiduciary, Financial Advisors, Financial Wellness, investment, Plan design, Retirement Plan Advisor, Retirement Plan Fiduciary, Target Date Fund, TRIPLE F ADVISOR

Retirement Plan Advisor Fiduciary Function

Investment oversight is one of your most critical responsibilities as a plan sponsor. But how do you know if your retirement plan investment advisor is...

Why a Qualified Advisor is Key to Retirement Success

By Fred Barstein / 401k News, Adaptability, benefit education, Client connection, collaboration, Communication, Confidence, Fiduciary, Financial Wellness, Qualified Advisor, Retirement Plan Advisor, Retirement planning, specialized team

Why a Qualified Advisor is Key to Retirement Success Managing a company retirement plan isn’t just about checking boxes—it’s about making smart, strategic decisions that...