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Authenticity Is The Word of the Year Authenticity Is The Word of the Year

Authentic advisors will resonate and stand out as AI and social media grows.

byFred Barstein, The Retirement Adviser University,

Dec 4, 2023

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1 Min Read

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401(k) Real Talk Episode 87: November 29, 2023 401(k) Real Talk Episode 87: November 29, 2023

byFred Barstein

Nov 29, 2023

gavel and money

Court Case Threatens Compensation Model for RPAs, Providers Court Case Threatens Compensation Model for RPAs, Providers

byFred Barstein

Nov 27, 2023

1 Min Read

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RPAs Need Wealth Management Skills to Serve Unadvised, Ignored 401(k) Participants RPAs Need Wealth Management Skills to Serve Unadvised, Ignored 401(k) Participants

byFred Barstein

Nov 20, 2023

1 Min Read

Seven Reasons Why RIAs Should Offer 401(k) Plan Services to Clients Seven Reasons Why RIAs Should Offer 401(k) Plan Services to Clients

byJoel Schiffman

Nov 15, 2023

8 Slides

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401(k) Industry Sends Urgent Call to Wealth Advisors 401(k) Industry Sends Urgent Call to Wealth Advisors

byFred Barstein

Nov 13, 2023

1 Min Read

401(k) Real Talk Transcript for November 8, 2023

401(k) Real Talk Transcript for November 8, 2023

byFred Barstein, The Retirement Adviser University,

Broker/Dealers at the Vortex of the Convergence of Wealth, Retirement and Benefits at the Workplace

Broker/Dealers at the Vortex of the Convergence of Wealth, Retirement and Benefits at the Workplace

byFred Barstein, The Retirement Adviser University,

401(k) Real Talk Transcript for November 1, 2023

401(k) Real Talk Transcript for November 1, 2023

byFred Barstein, The Retirement Adviser University,

401(k) Real Talk Episode 83: November 1, 2023

401(k) Real Talk Episode 83: November 1, 2023

byFred Barstein, The Retirement Adviser University,

The Ideal 401(k) Investment Menu

The Ideal 401(k) Investment Menu

byFred Barstein, The Retirement Adviser University,

RPA Conversations: Fidelity's Dave Gray

RPA Conversations: Fidelity's Dave Gray

byFred Barstein, The Retirement Adviser University,

Independent 401(k) Record Keepers Offer Alternatives

Independent 401(k) Record Keepers Offer Alternatives

byFred Barstein, The Retirement Adviser University,

messy desk

The Curse of Knowledge: How it Hurts and Limits the 401(k) Industry

The Curse of Knowledge: How it Hurts and Limits the 401(k) Industry

byFred Barstein, The Retirement Adviser University,

Technology, Government and Societal Changes Forcing Radical Transformations for 401(k) Plans

Technology, Government and Societal Changes Forcing Radical Transformations for 401(k) Plans

byFred Barstein, The Retirement Adviser University,

The Critical Role of Advisors in Promulgating the 'Ideal' 401(k) Plan

The Critical Role of Advisors in Promulgating the 'Ideal' 401(k) Plan

The Critical Role of Advisors in Promulgating the 'Ideal' 401(k) Plan

byFred Barstein, The Retirement Adviser University,

RPA Conversations: Jeff Rosenberger

RPA Conversations: Jeff Rosenberger

byFred Barstein, The Retirement Adviser University,

401(k) Real Talk Episode 78: September 27, 2023

401(k) Real Talk Episode 78: September 27, 2023

byFred Barstein, The Retirement Adviser University,

401(k) Participants Held Back by Industry Competition, Consolidation, Conflicts of Interest

401(k) Participants Held Back by Industry Competition, Consolidation, Conflicts of Interest

byFred Barstein, The Retirement Adviser University,

401(k) Real Talk Episode 77: September 20, 2023

401(k) Real Talk Episode 77: September 20, 2023

byFred Barstein, The Retirement Adviser University,

Top Compliance and Litigation Tips for 401(k) Plans

Top Compliance and Litigation Tips for 401(k) Plans

byFred Barstein, The Retirement Adviser University,

RPA Conversations: Jonathan Young

RPA Conversations: Jonathan Young

byFred Barstein, The Retirement Adviser University,

401(k) Real Talk Episode 76: September 13, 2023

401(k) Real Talk Episode 76: September 13, 2023

byFred Barstein, The Retirement Adviser University,

What are the Biggest Opportunities and Challenges facing 401(k) Plans Today?

What are the Biggest Opportunities and Challenges facing 401(k) Plans Today?

byFred Barstein, The Retirement Adviser University,

401(k) Real Talk Episode 75: September 6, 2023

401(k) Real Talk Episode 75: September 6, 2023

byFred Barstein, The Retirement Adviser University,

RPA Conversations: Ross Marino

RPA Conversations: Ross Marino

byFred Barstein, The Retirement Adviser University,

Are Auto Features the ‘Ozempic’ of 401(k) Plans?

Are Auto Features the ‘Ozempic’ of 401(k) Plans?

byFred Barstein, The Retirement Adviser University,

401(k) Real Talk Episode 74: August 30, 2023

401(k) Real Talk Episode 74: August 30, 2023

byFred Barstein, The Retirement Adviser University,

What is on the Minds of DC Plan Sponsors?

What is on the Minds of DC Plan Sponsors?

What is on the Minds of DC Plan Sponsors?

byFred Barstein, The Retirement Adviser University,

401(k) Real Talk Episode 73: August 23, 2023

401(k) Real Talk Episode 73: August 23, 2023

byFred Barstein, The Retirement Adviser University,

Supply Chains Disruptions at Highest Rate in 3 Years

How RFPs changed the 401(k) Record Keeping Business

How RFPs changed the 401(k) Record Keeping Business

byFred Barstein, The Retirement Adviser University,

RPA Conversations: Jennifer Rayner and Lauren Loehning

RPA Conversations: Jennifer Rayner and Lauren Loehning

byFred Barstein, The Retirement Adviser University,

401(k) Real Talk Episode 72: August 16, 2023

401(k) Real Talk Episode 72: August 16, 2023

byFred Barstein, The Retirement Adviser University,

The Incredibly Shrinking 401(k) Industry Is About to Explode

The Incredibly Shrinking 401(k) Industry Is About to Explode

byFred Barstein, The Retirement Adviser University,

401(k) Real Talk Episode 71: August 9, 2023

401(k) Real Talk Episode 71: August 9, 2023

byFred Barstein, The Retirement Adviser University,