Fred Barstein

Fred Barstein, founder and CEO of The Retirement Advisor University and The Plan Sponsor University, offers insights on the business of retirement plan advisers.

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Displaying 99 results

Topic

To survive in the COVID era, RPAs must adapt

Firms that are clinging to old ways of doing business will struggle to grow, or even keep their doors open

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Bob Reynolds reflects on future of 401(k) plans after the election

The Putnam CEO is concerned that the retirement plan system is an easy target if the government needs to raise money

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Chief investment officers outline future of DC plans

Investments are at the heart of defined-contribution plans, giving CIOs a crucial role in helping workers prepare for retirement

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Demand for financial wellness is overwhelming

Plan sponsors want the services for their participants, but wellness has done little to help people improve their financial lives

Topic

401(k) record keepers near final stage of ‘consolidation curve’

There are lessons from numerous other industries that have gone through the full consolidation process

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How aging advisers could hurt the 401(k) industry

Retaining ownership of a practice for too long can be risky

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In-plan retirement income slow to arrive

Figuring out how defined-contribution plans can provide a guaranteed stream of income requires all hands on deck

Topic

Why 401(k) adviser RFPs have not taken off

RPAs should be concerned because without professional guidance, plan sponsors might think that price is the most important criterion when selecting an adviser

Topic

What’s next after Empower’s acquisition of MassMutual’s retirement unit?

Advisers want to know which record keeper is next, but I now know better than to answer that question

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