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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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


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


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


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


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


How aging advisers could hurt the 401(k) industry

Retaining ownership of a practice for too long can be risky


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


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


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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