Financial Advisors

401k specialists and professionals who advise and work with plan sponsors in establishing and maintaining 401k plans

401(k) Real Chat: Saumen Chattppadhyay

401krealchat Saumenchattppadhyay
In a Wealth Management RPA RealChat, Fred Barstein, Contributing Editor for Wealth Management’s RPA Omnichannel and CEO at TRAU, TPSU, and 401kTV, interviews Saumen Chattppadhyay,...

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Financial Wellness Benefits Have Become “Table Stakes”

Financial Wellness Benefits Table Stakes
Economic and market indicators appear to be stronger than anticipated.  Stocks are up, unemployment is down, wages are growing faster than the rate of inflation,...

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Financial Wellness Improves Employee Satisfaction & Retirement Security

Finacial Wellness
Amid inflationary fears and economic uncertainty, financial stress is an all-too-common part of life for many employees.  Money stress not only affects workers’ personal lives...

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Understanding the Spectrum: Financial Illness vs. Financial Wellness

Liz Davidson Ceo Financial Finesse
Fred Barstein, CEO & Founder, TPSU/TRAU/401kTV with Adjunct Lecturer, Liz Davison, CEO & Founder – Financial Finesse In today’s fast-paced world, achieving financial wellness has...

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Empowering Retirement Readiness: A Strategic Approach

Training
Fred Barstein with Plan Sponsor, Logan Taylor – HR Benefits Manager  Ensuring employees are well-prepared for retirement requires more than routine training – it demands...

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