Fred Barstein

Fred Barstein, founder and CEO of The Retirement Advisor University and The Plan Sponsor University, offers insights on the business of retirement plan advisers.

Fred Barstein
Displaying 158 results
RETIREMENT RETIREMENT PLANNING JUN 06, 2018
Why 401(k) advisers should heed TPA consolidation

Shops that do plan administration have been getting snapped up recently, a trend that could disrupt advisers' businesses.

RETIREMENT RETIREMENT PLANNING JUN 02, 2018
Retirement plan advice industry in new growth phase

Ideas for meeting challenges of consolidation and data sharing.

RETIREMENT RETIREMENT PLANNING MAY 23, 2018
How 401(k) advisers can increase their fees

Becoming an outsourced chief retirement officer could help combat fee compression.

NEWS RIAS MAY 09, 2018
What are the business priorities of elite 401(k) advisers in 2018?

Managing the firm's operations and employees appears to be the standout.

NEWS RIAS APR 26, 2018
401(k) record-keeper consolidation is about to heat up

Advisers who don't prepare could suffer severe reputational harm.

NEWS OPINION APR 11, 2018
Are 401(k) advisers the next DOL targets?

Large regional firms and their specialist advisers seem to be in the regulator's cross hairs.

RETIREMENT RETIREMENT PLANNING MAR 28, 2018
Retirement plan advisers ignore content marketing at their peril

Content marketing is not an alternative to other forms of client prospecting.

RETIREMENT RETIREMENT PLANNING MAR 17, 2018
Growing pains for 401(k) advisers

Support for newbies dwindles as fees decline and profits shrink.

RETIREMENT RETIREMENT PLANNING MAR 14, 2018
Fiduciary rule shifts power to broker-dealer compliance departments

As firms try to limit their liability under the DOL rule, new problems have arisen.

RETIREMENT RETIREMENT PLANNING FEB 28, 2018
How low can 401(k) advisory fees go?

Amid increased regulatory scrutiny and litigation, fees aren't likely to stabilize any time soon.