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Fred Barstein
By Fred Barstein | 10/31/2012
In what they are calling “Worksite Financial Solutions,” LPL Retirement Partners has rolled out a program designed to engage plan participants in designing and implementing a cradle-to-grave financial planning program using a combination of technology and personal advice delivered by advisors....
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By Fred Barstein | 10/25/2012
Almost all advisors who have worked in the DC market for even a few years acknowledge that they are functional fiduciaries, even if their broker dealer or insurance policy does not allow them to be so named. It is nearly impossible for advisors to effectively help employers manage their DC plans...
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By Fred Barstein | 10/18/2012
As the person credited for making the term “blind squirrel” famous (describing advisors who only have a few 401(k) or DC plans), you would think that I would be advocating for their demise and elimination. There’s no doubt that to be a successful DC advisor, you cannot dabble; you need to focus on...
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By Fred Barstein | 10/16/2012
What caused almost 100 DCiO executives to travel to Tampa in the middle of the summer on short notice to sit in a windowless room for half a day listening to what a relatively small and little known record keeper was up to? ASPire, formerly 401kASP, seems to have captured the attention of not only...
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By Fred Barstein | 10/16/2012
The DC market has become one of the most important ways for investment managers to gather assets. Looking at some of the top money management firms, many — including Fidelity, American Funds, Vanguard and BlackRock — have deep ties to the DC market. Since DC assets are sticky and relatively non-...
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By Fred Barstein | 10/9/2012
Most experts are predicting massive consolidation among DC record keepers, with the big push just about to begin — especially with four national record keepers representing more than 100,000 DC plans likely to change ownership in the next few months. The businesses of many large national record...
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By Fred Barstein | 10/1/2012
Nearly 10 years ago, when there were 120 national 401(k) recordkeepers (defined as those that have a national sales force with most attached to a larger financial service organization), it was easy to guess which ones were likely to exit the market next. The hard question was which ones would never...
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