Fred Barstein

1 week ago | wealthmanagement.com | Fred Barstein

Fred Barstein is founder and CEO of The Retirement Adviser University, a collaboration with UCLA Anderson School of Management Executive Education, The Plan Sponsor University and 401kTV.

1 week ago | wealthmanagement.com | Fred Barstein

At a recent TPSU training program, a plan without an advisor asked the panel how to find one. The provider who answered fumbled, and no one had a good answer, perhaps not wanting to offend the advisor. But more interesting was the question by another plan sponsor about whether she can trust her advisor. Specifically, she asked how she could know if the advisor was not tied to or beholden to a record keeper, provider or asset manager in some way. I tried to answer, but there are no easy answers.

2 weeks ago | 401ktv.com | Fred Barstein

TRAU, Inc. and its affiliates TPSU and 401kTV do not provide investment, legal, tax or accounting advice. 401kTV readers and viewers should consult their legal and tax advisors for guidance. All materials, including but not limited to articles, directories, photos, videos, graphics etc., on this website are the sole property of TRAU, Inc. and are intended for educational purposes only.

2 weeks ago | 401ktv.com | Fred Barstein

The ERISA Advisory Council (EAC) has delivered a roadmap for enhancing qualified default investment alternatives (QDIAs) that could reshape how retirement plan sponsors approach retirement income planning, according to recent coverage from PSCA.

2 weeks ago | wealthmanagement.com | Fred Barstein

Fred Barstein is founder and CEO of The Retirement Adviser University, a collaboration with UCLA Anderson School of Management Executive Education, The Plan Sponsor University and 401kTV.