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.

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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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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