HeyJaredFred Barstein
- Indexed articles, last 90 days
- 20
- Latest publication
- Sep 30, 2026
- Outlet visibility, for SCM
- Top 5M sites
- Earliest in this view
- Jul 6, 2026
Latest articles
401(k) Real Talk Episode 210: September 30, 2026 (opens the original)
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Open, honest and candid discussions and dialogue on the most critical issues facing the RPA space. Open, honest and candid discussion about new cloud-based Omni and Relius from FIS, TDF returns, Vestwell board additions, brokers moving away from commission, obstacles to guaranteed income and more. Welcome to this week’s edition of 401(k) Real Talk, where Fred Barstein, contributing editor for Wealth Management’s RPA channel, reviews all of last week’s industry news and selects the five most impo
Why Guaranteed Income in 401k Plans Needs a Push (opens the original)
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Why the industry is still dancing in the dark and how to reach critical mass. Twenty years ago, some professionals in the defined contribution industry, mostly at insurance companies, started discussing the need for retirement income—one professional declared, “The accumulation phase of 401(k) plans is over!” We all know how that story has played out—every year we hear, “This time is different.” When challenged on why, no good explanation is offered. Sean Hanna, founder and CEO at 401kWire comme
401(k) Real Talk Episode 209: September 23, 2026 (opens the original)
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Open, honest and candid discussions and dialogue on the most critical issues facing the RPA space. Open, honest and candid discussion about Creative Planning acquiring RVK, fake letters to the DOL, SIMPLE 401(k) plans, blurred lines between RPAs and institutional consultants and more. Welcome to this week’s edition of 401(k) Real Talk, where Fred Barstein, contributing editor for Wealth Management’s RPA channel, reviews all of last week’s industry news and selects the five most important/interes
Advisor and Consultant Lines Blur in DC Market Race (opens the original)
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The competition to win the convergence race is heating up. The distinction between defined contribution firms that identify themselves as advisors or institutional investment consultants has been blurring for the past 20 years. It had been and continues to be based to some extent on the size of plans served. The recent T Rowe Price Sixth Annual Defined Contribution Consultant Study now includes 12 traditional advisory firms of the 36 surveyed. Though not broken out by firm type, there were some
401(k) Real Talk Episode 207: September 9, 2026 (opens the original)
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Open, honest and candid discussions and dialogue on the most critical issues facing the RPA space. Open, honest and candid discussion about August jobs numbers, healthcare costs, the increase in 401(k) millionaires, Vanguard and the DC industry and more. Welcome to this week’s edition of 401(k) Real Talk, where Fred Barstein, contributing editor for Wealth Management’s RPA channel, reviews all of last week’s industry news and selects the five most important/interesting stories. Healthcare costs
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