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WealthTech Is Coming to a 401(k) Plan Near YouWealthTech Is Coming to a 401(k) Plan Near You

Hear from Envestnet's Dani Fava about what wealthtech retirement plan advisors and providers can leverage to benefit consumers in their plans.

Fred Barstein, The Retirement Adviser University,

May 16, 2023

Wealthtech has enabled wealth advisors to better serve clients and manage their practice but less so with retirement plans where complexity, regulations and technology have inhibited innovation, according to Dani Fava, Envestnet’s head of product innovation.

Hear what wealthtech retirement plan advisors and providers can leverage to benefit consumers in their plans through quick and constant value.

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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