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Envestnet Doubling Down on the Convergence of Wealth, Retirement at WorkEnvestnet Doubling Down on the Convergence of Wealth, Retirement at Work

Envestnet co-founder and CEO Bill Crager describes how the company is investing heavily to assist advisors deal with retirement from all sides.

Fred Barstein, The Retirement Adviser University,

May 15, 2023

Retirement is a hot topic in Washington with rare bipartisan support. Though 80 million people at almost 700,000 organizations have access to retirement plans at work, that number is likely to multiple due to state mandates, tax credits in SECURE 2.0 and the use of PEPs.

Hear from Bill Crager, Envestnet’s co-founder & CEO, how Envestnet is investing heavily to assist advisors not just help their business owner clients that have or will have a 401(k) plan but also work with and advice the employees in those plans at scale.

Fred Barstein is founder and CEO of TRAU, TPSU and 401kTV.

About the Author

Fred Barstein

The Retirement Adviser University,, Founder and CEO

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. He had been contributing editor for InvestmentNews where he created RPAConvergence and the RPA Roundtables & Thinktanks for senior managers at DC record keepers, aggregators, broker dealers and CIOs. He helped create the National Association of Plan Advisors as a member of the founding Leadership Board, Chair of the Membership Committee and was founding Editor-in-Chief for NAPA-Net which he led until 2016. Barstein received his Bachelor of Arts Degree from Boston College and his Law Degree from Cardozo School of Law, Yeshiva University.

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