Why Wealth and Retirement Are Converging at Work
The wealth management and retirement plan industries are becoming more connected as advisory firms, recordkeepers, and asset managers look for new ways to serve both...
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Why Today’s Fintech Record Keepers Are Succeeding Where Others Failed
Fintech record keepers are gaining serious momentum in the retirement plan industry, raising billions in capital and serving a growing share of defined contribution plans. ...
The Future of 401(k) Recordkeeping: Challenges, Opportunities, and What’s Next
The retirement plan industry finds itself at an interesting crossroads. While recordkeepers continue to face pressure from declining fees, they are also being asked to...
Top 10 401(k) Stories in 2025
The retirement industry saw significant transformation in 2025, with several major themes shaping how employers, advisors, record keepers, and participants navigate the 401(k) landscape. The...
Inside Broadridge’s iJoin Acquisition & the Push Toward Convergence
Broadridge’s acquisition of iJoin underscores the accelerating convergence of wealth management and retirement services in the workplace. iJoin, once a digital onsite enrollment tool, has...
The Key to Standing Out as a Retirement Plan Advisor? Be Yourself.
The retirement plan advisor space has long been filled with technical jargon and a narrow focus on the mechanics of 401(k) plans. But as fees...
Why Authenticity is the New Advantage for Retirement Plan Advisors
Authenticity and self-awareness are becoming critical differentiators for retirement plan advisors (RPAs) in an industry that often leans heavily on technical knowledge, acronyms, and compliance...
401k Real Chat: Fred Barstein & Lauren Loehning
In a recent episode of 401k Real Chat, Fred Barstein, CEO of TPSU, TRAU, and 401kTV, sat down with Lauren Loehning, co-founder of Moniwell and...
The One Trait That Sets Great Retirement Plan Advisors Apart
Despite the massive success of the U.S. defined contribution (DC) retirement system—with over $12 trillion in assets—many plans are managed by undertrained HR and finance...
Wealth + Retirement: The Race to Stay Relevant
A major broker/dealer recently asked if the convergence of wealth and retirement is real—and the answer is yes. But the real question is: Who’s equipped...
