Fred Barstein

Retirement plan administration has never exactly been a thrill ride — but Pooled Employer Plans (PEPs) are giving plan sponsors a reason to pay attention.

Despite growth to $40 billion, pooled employer plans face advisor reluctance and control issues that may limit broader adoption

Pooled Employer Plans have grown rapidly since being authorized under the SECURE Act of 2019, with assets now estimated at $30 billion to $40

Advisors could find new revenue streams by offering financial planning services to workplace retirement plan participants

Financial planning is increasingly emerging as a natural extension of workplace retirement benefits as employees look for more personalized

Financial wellness decisions rarely happen in isolation. Employees are often weighing health plan costs, household budgets and retirement savings at the sa

Small business owners overwhelmingly see the value of offering a retirement plan. But keeping one affordable and sustainable as the business grows can be a

Most fiduciaries don’t think of their summary plan description as a liability risk. It’s a compliance document—something the recordkeeper drafts, maybe HR reviews, and participants file away without reading. But a recent court decision shows just how expensive an incomplete SPD can be.

A 401(k) statement can feel like a foreign language — market jargon, fund names, percentages that seem to shift for no reason. For many employees, that con

Can RPAs, wealth advisors and providers adapt?