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I’M AN ADVISOR I’M A PROVIDER I’M AN EMPLOYEE I’M AN EMPLOYER
- 101articles · 365d
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News
Why Explaining the Match in Dollars Can Improve Plan Participation
6+ mon, 3+ week ago (373+ words) She noted that this simple, proactive communication approach has generated consistent engagement, with employees regularly reaching out after announcements to learn how to participate and take advantage of the match. Marianne also highlighted an effective communication strategy discussed during the…...
Creativity Drives Clarity in Advisor–Plan Sponsor Relationships
7+ mon, 1+ day ago (393+ words) Read the Full Transcript Here: Fred Barstein:Greetings. This is Fred Barstein, CEO and Founder of TPSU, on the campus of Stonehill College just south of Boston, where we’ve completed a very successful TPSU program with our adjunct lecturer, Scott…...
How Advisor Engagement Drives Higher Retirement Plan Participation
7+ mon, 4+ week ago (435+ words) Read the Full Transcript Here: Fred Barstein:Greetings. This is Fred Barstein, CEO and Founder of TPSU. We just completed a program here on the campus of Villanova, and I’m here with Lisa. Welcome, Lisa. Fred Barstein:Mind if we…...
Why Fiduciary Confusion Still Plagues Plan Sponsors
9+ mon, 1+ week ago (670+ words) This lack of clarity can leave plan sponsors unsure of their obligations, their risks, and the level of oversight they must maintain. It’s a gap that continues to highlight the importance of independent, accessible education. During a recent TPSU program…...
Plan Sponsor Finds New Value Through Advisor Review
10+ mon, 1+ week ago (487+ words) At a recent TPSU program held at Marquette University in Milwaukee, TPSU Founder and CEO Fred Barstein spoke with Stephanie, a plan sponsor who decided it was time for a change. After years of working with the same retirement plan…...
Six Common Myths That Increase Plan Sponsors' Fiduciary Liability
10+ mon, 1+ week ago (522+ words) Fiduciary lawsuits continue to make headlines, but many plan sponsors don’t realize they’re operating under dangerous misconceptions about their responsibilities. In a recent article, Carol Fiduciary lawsuits continue to make headlines, but many plan sponsors donât realize theyâre…...
Why Plan Sponsors Should Hire a Specialist CPA for Benefit Plan Audits
10+ mon, 2+ week ago (629+ words) Using a general CPA without benefit plan experience, he warned, can expose employers to unnecessary risk. “There are always issues that come up in employee benefit plan audits,” Aguililla noted. “Specialists know how to handle them efficiently and cost-effectively.” Read…...
Hybrid Advisors Lead the Wealth–Retirement Convergence
10+ mon, 2+ week ago (277+ words) A new NMG Consulting DC Advisor Insights study led by Joshua Dietch reveals that the convergence of retirement and wealth management is reshaping the advisor [Market Volatility and 401(k) Plans Navigating the Impact of Recent Tariff]A new NMG Consulting DC…...
Why Plan Sponsors Play a Critical Role in Retirement Readiness
10+ mon, 3+ week ago (652+ words) At the conclusion of a recent program at North Carolina State University, Fred Barstein, CEO and founder of The Plan Sponsor University (TPSU) and 401kTV, spoke with J. Andy Ingram, adjunct lecturer for TPSU and founder of Sollinda Capital Management, a Virginia-based…...
When Employees Pause Retirement Savings: Time for Plan Sponsors to Get Involved
10+ mon, 3+ week ago (558+ words) Fred Barstein is the Founder & Editor-in-Chief of 401kTV. Fred is also the Founder and CEO of The Retirement Advisor University (TRAU), a collaboration with UCLA Anderson School of Management Executive Education and The Plan Sponsor University (TPSU). Mr. Barstein was also…...