Fred Barstein

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 Founder and Editor-in-Chief of NAPA Net.

When Employees Pause Retirement Savings: Time for Plan Sponsors to Get Involved

By / 401(k) Plan Management, auto enroll, benefit education, Benefits integration, Communication, Company Contributions and Vesting, Compensation, Compensation, DC Plan Sponsors, Emergency Savings, Employee engagement, Employer Contribution, Fiduciary, Financial Literacy, financial stress management, Financial Wellness, Health & Wellness, Investments, Retirement Readiness, Retirement Savings Concern
Motivate 401k Participants
Nearly 70% of employees are stressed about their finances and living paycheck to paycheck, according to PNC data cited in a recent Employee Benefit News...

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Supreme Court Decision Lowers the Bar for ERISA Lawsuits Against Plan Sponsors

By / 401(k) Plan Management, Benchmarking & Monitoring Fees & Partners, Benchmarking Fees, Communication, DOL, DOL Guidance, erisa, ERISA Advisory Council, fee compression, fee lawsuits, fee transparency, Fiduciary, Fiduciary, investment, Managed Accounts, provider due diligence, Record Keepers, Recordkeeping, Retirement Plan Advisor Due Diligence, Retirement Plan Fees
Erisa Lawsuits
A recent Supreme Court decision has changed the legal landscape for plan sponsors, making it easier for plaintiffs to file lawsuits over how plans do...

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Switching Retirement Plan Providers? Don’t Skip These Steps

By / Changing dynamics, Changing Recordkeepers, DC plans, Employee Benefits, Fiduciary, Financial Wellness, HR, Lifestyle Benefits, Plan design, Plan Optimization, provider due diligence, Retirement Happiness, Retirement Plan Advisor Due Diligence, Retirement plan providers, Roth 401k, Roth Contributions, Third party administrators
Step 1
Changing retirement plan providers sounds straightforward.  Move from Provider A to Provider B, transfer the assets, and you’re done. But anyone who’s actually been through...

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Is Your Retirement Plan Advisor Fulfilling Their Fiduciary Function?

By / 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...

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