retirement plan advisor Archives - 401k Plan Optimization, Compliance, Investment & Partners

401(k) Fees Are Falling—But Are You Overpaying?

By Fred Barstein / 401k Advisor, Benchmarking & Fees (ERISA, retirement plan), Benchmarking & Monitoring Fees & Partners, benefit education, Changing dynamics, Changing Recordkeepers, Communication, DC Plan Sponsors, DC plans, education, erisa, Fiduciary, financial literacy

As 401(k) plans grow and add participants, fees are often left unchanged for years—despite ongoing fee compression across the industry driven by increased competition and...

How Advisor Engagement Drives Higher Retirement Plan Participation

By Fred Barstein / 401(k) advisor trust, 401(k) Plan Management, 401k Advisor, Adaptability, benefit education, collaboration, Communication, DC plans, education, Employee Benefits, Employee happiness, Employee training, Fiduciary, Financial Wellness, participation, Plan Participation, Retirement Readiness, virtual learning, Virtual Meeting

Working with a retirement plan advisor to increase participation is one of the most effective ways to strengthen an organization’s benefits strategy and improve long-term...

Quarterbacking Retirement Plans: Advisors at the Center of Success

By Fred Barstein / 401(k) advisor trust, 401(k) Plan Management, 401k Advisor, 401k plan, Client connection, Communication, DC Plan Sponsors, DOL Guidance, Employee engagement, Fiduciary, Financial Advisors, financial wellness, Investments, Professional Retirement Plan Fiduciary Services, Retirement Plan Advisor, Retirement Plan Consultants

A retirement plan advisor plays a pivotal role in supporting both plan sponsors and participants. Beyond managing investments, advisors ensure all service providers—such as TPAs,...

The One Trait That Sets Great Retirement Plan Advisors Apart

By Fred Barstein / Adaptability, Change, Changing dynamics, Client connection, Communication, Confidence, Convergence, courage, Financial Advisors, Financial Wellness, mindfulness, Retirement Plan Advisor, Retirement Readiness

Slow Motion Macro Of The Word Leader Of The Wooden Letter Blocks Concept Of Financial Sbi 350474387

Despite the massive success of the U.S. defined contribution (DC) retirement system—with over $12 trillion in assets—many plans are managed by undertrained HR and finance...

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...

Making Retirement Planning Inclusive for All

By Fred Barstein / 401k News, adult learning, Authenticity, benefit education, Client connection, DC plans, diversity, Diversity equity inclusion, Employee engagement, Financial Wellness, Professional Retirement Plan Fiduciary Services, Retirement Advisor Specialist, Retirement Plan Advisor, Retirement planning, Retirement Planning Inclusivity, Retirement Readiness

Making Retirement Planning Inclusive for All Retirement planning shouldn’t be reserved for executives—it’s essential for every employee, especially those who have dedicated decades to their...

Choosing the Right Advisor: The Case For Independent Due Diligence

By Fred Barstein / 401k News, Client connection, Confidence, DC Plan Sponsors, DC plans, Due Diligence, Employee engagement, Employee feedback, Employee happiness, ERISA Co-Fiduciaries, Fiduciary, Financial Advisors, Financial Security, Financial Wellness

Choosing the Right Advisor: The Case For Independent Due Diligence Choosing the right advisor is the most critical decision a 401(k) or 403(b) plan sponsor...

401(k) Fees Are Falling—But Are You Overpaying?

Is Your Retirement Plan Advisor Fulfilling Their Fiduciary Function?

Making Retirement Planning Inclusive for All

Choosing the Right Advisor: The Case For Independent Due Diligence

Emergency Savings Vital to Plan Participants

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