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
Why private equity just invested $84 million in Guideline
RETIREMENT RETIREMENT PLANNING AUG 19, 2020
Why private equity just invested $84 million in Guideline

What investors see in the low-margin DC record-keeping business

Secure Act’s pooled employer plans a dramatic change for 401(k)s
RETIREMENT RETIREMENT PLANNING AUG 05, 2020
Secure Act’s pooled employer plans a dramatic change for 401(k)s

The COVID-19 crisis will make some employers more open to PEPs, but the recent hit to the economy could mean slow uptake for those plans

401(k) plans – gold mines or land mines?
NEWS OPINION JUL 21, 2020
401(k) plans – gold mines or land mines?

It's getting harder for advisers who don't specialize in 401(k) plans to dabble in an industry littered with regulatory and legal land mines

Empower’s Personal Capital acquisition highlights convergence of wealth and retirement
NEWS OPINION JUL 08, 2020
Empower’s Personal Capital acquisition highlights convergence of wealth and retirement

Retirement plan advisers should heed the implications of the deal

The future of 401(k) plans looks bright
NEWS OPINION JUN 24, 2020
The future of 401(k) plans looks bright

But only if retirement plan advisers lead the way

The online evolution of retirement plan practices
NEWS OPINION JUN 10, 2020
The online evolution of retirement plan practices

There are opportunities in the defined-contribution world in the wake of the pandemic

401(k) data-sharing one step closer, thanks to Spark and DCIIA
NEWS OPINION MAY 27, 2020
401(k) data-sharing one step closer, thanks to Spark and DCIIA

Data may be the new currency for the defined-contribution plan industry, but a common format to share information about plans and participants has faced hurdles

Fiduciary lessons from COVID-19 crisis
NEWS OPINION MAY 13, 2020
Fiduciary lessons from COVID-19 crisis

The handling of the pandemic provides plenty of examples of how to build (or lose) client trust

Interest in emergency savings accounts likely to grow post-COVID-19
NEWS OPINION APR 28, 2020
Interest in emergency savings accounts likely to grow post-COVID-19

Plan participants' lack of savings is increasing their reliance on loans and distributions from DC plans

What’s the future for retirement plan adviser M&A?
NEWS OPINION APR 15, 2020
What’s the future for retirement plan adviser M&A?

Valuations might have peaked in the wake of the COVID-19 pandemic, but deals are still happening