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401(k) Real Chat: Daniel Beck401(k) Real Chat: Daniel Beck

Retirement industry thought leaders answer three probing questions on critical issues, providing an open, honest and candid dialogue.

Fred Barstein, The Retirement Adviser University,

July 5, 2024

Fred Barstein, contributing editor to WealthManagement.com’s RPA channel, invites retirement industry thought leaders to answer three probing questions on critical issues, providing an open, honest and candid dialogue.

This week, we host Dan Beck, CEO and co-founder at 401Go Strategies, asking:

How can the 401k record keeper industry figure out how to service the explosion of small 401k plans but also deal with declining fees, increasing costs and demand for more service?
You come from the e-commerce industry where you said margins were a “robust” 2%-3%. What lessons did you learn that are transferable to the 401(k) industry?
You started 401Go in 2019 and recently raised $12M in Series A funding—what niche does 401Go fill?

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.

See more from Fred Barstein