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.

Six Questions Employers Often Ask Before Making Retirement Plan Changes

By / acquisition, AI, AI for Retirement, auto enroll, Auto Portability, Benchmarking & Monitoring Fees & Partners, Benefits integration, Communication, Company Contributions and Vesting, DC Plan Sponsors, fees, Fiduciary, Financial Wellness, Insurance, Investments, Legislation, participation, Retirement planning
Employers Retirement Plan Changes
When employers start thinking about updating their retirement plan, the conversation often begins the same way: a mix of curiosity, uncertainty, and a genuine desire...

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Why HR Can’t Stop at Enrollment When It Comes to Retirement Plans

By / 401(k) Plan Management, 401k Advisor, auto enroll, auto escalate, auto re-enroll, benefit education, Communication, DC Plan Sponsors, DC plans, education, Employee Benefits, Employee engagement, Employee feedback, Employee training, Fiduciary, Financial Wellness, Financial Wellness, HR, Retirement Readiness, Retirement Savings Concern
Hr Enrollment Plan Sponsors
For many companies, the work of managing a retirement plan feels complete once employees are enrolled. But Teresa believes that’s only the starting point. As...

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Wealth Advisors Are Coming for the 401(k) Market

By / 401(k) Plan Management, acquisition, Adaptability, Client connection, Communication, competition, Conflict of Interest, Convergence, DC Plan Sponsors, Economy, Fiduciary, Financial Advice, Financial Advisors, financial stress management, Financial Wellness, Financial Wellness, Hybrid Advisors, Retirement Plan Advisor, Wealth Advisor
Wealth Advisor
Retirement plan advisors (RPAs) and recordkeepers have a real challenge on their hands: wealth advisors are coming for their turf.  And honestly, it’s not hard...

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Four Ways Your Benefits Broker Can Strengthen Your 401(k) Strategy

By / 401k plan, auto enroll, Auto Portability, Benchmarking & Monitoring Fees & Partners, benefit education, Benefits Broker 401(k) Strategy, Benefits integration, collaboration, Communication, DC Plan Sponsors, Employee engagement, erisa, Fiduciary, Financial Wellness, Financial Wellness, HR, Plan design, Retirement planning
Strategy
For many companies, the 401(k) is one of the most valued benefits they offer.  It’s also one of the least optimized.  Plans are often selected...

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Employee Champions: Turning Peer Trust Into Powerful Benefits Engagement

By / benefit education, Benefits integration, collaboration, Communication, DC Plan Sponsors, DC plans, education, Employee Benefits, employee champions, Employee engagement, Employee feedback, Financial Wellness, financial wellness, participation, Peer to peer learning, Retirement Happiness, specialized team
Employee Champions
Have you ever heard the term employee champions?  At first glance, it may sound like a buzzword, but in practice it describes a powerful internal...

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The Power of One-on-One Consultation in Building Retirement Readiness

By / 401(k) advisor trust, 401(k) Plan Management, 401k Advisor, benefit education, Client connection, Communication, Convergence, DC plans, Employee engagement, Fiduciary, financial wellness, One-on-on consulting, Retirement Plan Consultants
One On One Consultations
One-on-one consultations play a critical role in retirement readiness because they allow advisors to address each employee’s unique financial situation, goals, and concerns.  As employees...

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How Advisor Engagement Drives Higher Retirement Plan Participation

By / 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
Employee Participation
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...

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Why Employee Education Requires More Than One Method

By / benefit education, CEO Engagement, Client connection, collaboration, Communication, DC Plan Sponsors, DC plans, Education, education, Employee feedback, Employee training, Fiduciary, Financial Wellness, Retirement Readiness
Employee Education
Employee education requires more than one method because no single approach can effectively reach an entire workforce.  Employees have different schedules, learning styles, comfort levels,...

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Why Fiduciary Confusion Still Plagues Plan Sponsors

By / 401(k) Managed Accounts, 401(k) Plan Management, 401k Advisor, Communication, DC Plan Sponsors, erisa, Fiduciary, Fiduciary, Fiduciary Training, Financial Wellness, Plan design, Retirement Plan Fiduciary, Retirement Readiness
Fiduciary
Despite the rapid evolution of the retirement industry, one challenge continues to surface among plan sponsors nationwide: persistent confusion surrounding fiduciary roles.  Even though more...

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TRAU, Inc. and its affiliates TPSU and 401kTV do not provide investment, legal, tax or accounting advice. 401kTV readers and viewers should consult their legal and tax advisors for guidance. All materials, including but not limited to articles, directories, photos, videos, graphics etc., on this website are the sole property of TRAU, Inc. and are intended for educational purposes only. We do encourage your sharing 401kTV content with Plan Sponsors; however, unauthorized use of any and all materials is prohibited/restricted.

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