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Fred Barstein

Fred writes the "Inside the Marketplace" column for NAPA Net the Magazine and is the Portal Conductor of the Service Providers station on NAPA Net. Fred was the driving force behind the launch of NAPA Net in 2012 and NAPA Net the Magazine in 2013, serving as their first Editor in Chief.

Fred is the founder and Executive Director of The Retirement Advisor University (TRAU), in collaboration with UCLA Anderson School of Management Executive Education. TRAU is focused on helping DC advisors build a sound and sustainable practice while incorporating state-of-the-art techniques like behavioral finance to improve plan outcomes. Previously, he was the founder, President and CEO of 401kExchange. 

Fred holds Series 6, 26, 28 and 63 licenses. He is a regular speaker before various retirement industry conferences around the country and internationally, and was cited in 401kWire’s “Most Influential People in the 401(k) Industry” in 2012. He holds a BA in History from Boston College and a JD from Cardozo School of Law, Yeshiva University.

By Fred Barstein5/5/2015 • 0 Comments

UCLA Professor Shlomo Benartzi argues in a recent Harvard Business Review article that how we present information digitally has a dramatic impact on investors, and could affect the fiduciary landscape for plan sponsors.

By Fred Barstein5/5/2015 • 0 Comments

In another sign of record keeper consolidation, NADART, the retirement plan offered by the National Automobile Dealers Association, has announced that it is exiting the 401(k) plan business and moving all plans to Empower-Retirement.

By Fred Barstein5/4/2015 • 0 Comments

You may not see them at industry conferences and they may not be quoted regularly in the press, but there’s no question that there are more young advisors working in our industry these days. Here’s why.

By Fred Barstein5/1/2015 • 0 Comments

While advisors are positive about the business — which is booming for experienced plan advisors — concern about the DOL’s proposed fiduciary reg and fee compression seem to cloud the future.

By Fred Barstein4/24/2015 • 0 Comments

Custom TDFs are starting to become popular in larger DC plans. But do they make sense for plans with less than $1 billion? According to a report by consultants at Rocaton, the answer is yes, but only in certain circumstances.

By Fred Barstein4/22/2015 • 0 Comments

While most DC plans with more than $5 million allow roll-ins, relatively few participants take advantage of the opportunity to consolidate their DC and IRA accounts as part of the process. 

By Fred Barstein4/20/2015 • 0 Comments

Charlie Nelson, who led the retirement business of Great-West through its integration with Empower Retirement, will join Voya Financial as CEO of Retirement on May 1.

By Fred Barstein4/16/2015 • 0 Comments

When it comes to analyzing investments, TDFs are different. Yet many people make the mistake of rating them like any other investment.

By Fred Barstein4/13/2015 • 0 Comments

When choosing a new fund, which DCIOs do plan sponsors consider?

By Fred Barstein4/7/2015 • 0 Comments

Plan records kept by Vanguard in 2014 show a growing use not only of TDFs but also of more participants using them as their single investment strategy. Almost all participants (97%) are in a plan offering a TDF; 64% have invested in them, and 80% of new participants are invested in a single TDF.

By Fred Barstein4/6/2015 • 0 Comments

Are robo-advisors the equivalent of online booking agents? (Spring 2015)

By Fred Barstein4/6/2015 • 0 Comments

There's only one list of the top wholesalers serving the DC industry. Check out NAPA's "Wingmen" list — and learn about what's behind it — here. (Spring 2015)

By Fred Barstein4/2/2015 • 0 Comments

Cammack Retirement’s Jeffrey Snyder recently published a thoughtful list of trends likely to affect the retirement market.

By Fred Barstein4/1/2015 • 0 Comments

For plan advisors focused on outcomes and people, a client’s HR or benefits manager can become a valuable ally and even an internal sales champion.

By Fred Barstein4/1/2015 • 0 Comments

FiduciaryNews’ Christopher Carosa raises the controversial question of whether the time has come to eliminate 12b-1 fees and other forms of revenue sharing in corporate retirement plans.

By Fred Barstein3/27/2015 • 0 Comments

Recent M&A activity by DC advisor aggregators highlights even more activity smoldering under the surface driven by a rapidly maturing DC market.

By Fred Barstein3/18/2015 • 0 Comments

Today NAPA unveils its second annual list of top DC wholesalers, who act as “Wingmen” for the nation’s retirement plan advisors.

By Fred Barstein3/18/2015 • 0 Comments

Advisors are now clearly in the crosshairs of Employee Benefit Security Administration (EBSA) enforcement personnel, according to the Groom Law Group.

By Fred Barstein3/15/2015 • 0 Comments

In a deal sure to send shockwaves around the DC plan advisor industry, CAPTRUST and Pensionmark have announced a partnership to create a jointly owned RIA run by Pensionmark with a capital investment by CAPTRUST.

By Fred Barstein3/11/2015 • 0 Comments

Despite conventional wisdom that institutions like pension funds and endowments have moved to passive investing more aggressively than individuals, the opposite appears to be true.

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