Month: February 2024

Fred Barstein Explores What If Plan Fees Go to Zero? (Ep. 37)

Fred Barstein Explores What If Plan Fees Go to Zero? (Ep. 37)

Can the convergence of wealth, retirement, and workplace benefits pressurize 401(k) plan fees to fall to zero? And are you prepared if it does?

In this episode, Rebecca Hourihan speaks with Fred Barstein, the founder & CEO of The Plan Sponsor University (TPSU), The Retirement Advisor University (TRAU), and 401kTV and they discuss an alternative universe where 401(k) fees no longer exist. 

Fred and Rebecca discuss:

  • Major factors contributing to the convergence of wealth and retirement
  • Challenges and opportunities arising from such convergence
  • What happens when recordkeepers work directly with participants and, possibly, compete with advisors
  • The potential impact of blockchain technology in revolutionizing the industry
  • How fee compression may affect new entrants
  • And more


Connect with Fred Barstein:

Connect with Rebecca Hourihan: 

About Our Guest:

Fred Barstein is the Founder and CEO of The Retirement Advisor University (TRAU), a collaboration with UCLA Anderson School of Management Executive Education, and The Plan Sponsor University (TPSU).  Founded in 2010, TRAU has quickly become the industry’s leading training and designation program for focused Defined Contribution (DC) advisors and professionals dedicated to helping them build a sound and sustainable practice while improving plan outcomes for clients.  TPSU trains and certifies employers managing their retirement plans leveraging a standardized curriculum and highly qualified local advisors to deliver on-site programs. In addition, Fred is the Founder of NAPA Net, the Daily newsletter, and NAPA Net – The Magazine, all part of the National Association of Plan Advisors (NAPA) for which he serves as an Industry Ambassador.