This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

September 27-29, 2021
The Diplomat Beach ResortHollywood, Florida

Fred Barstein
Founder & CEO at TRAU, TPSU, & 401kTV

Profile

Fred Barstein is Founder and CEO of The Plan Sponsor University (TPSU) and The Retirement Advisor University (TRAU), a collaboration with UCLA Anderson.  TPSU has trained over 10,000 plan sponsors at half-day programs. TRAU confers the C(k)P designation, the highest level industry accreditation for focused Defined Contribution (DC) advisors and professionals.


Fred is also founder of 401kTV, a daily newsletter and portal for DC plan sponsors and advisors and is consulting editor for Investment News and RPA Convergence. He was a founding member of NAPA’s Leadership Board, Chair of Membership Committee and was founding Editor-in-Chief for NAPA-Net which he led until 2016.


Prior to founding TRAU, Barstein was President, Chief Executive Officer and Founder of 401kExchange before he left in 2010. Previous experience includes Publisher of Bancroft-Whitney, California’s Official Legal Publisher a division of Thomson/West, and Barclays Law Publishers, where, as Editor-in-Chief, he led the company to the Inc. Magazine 500 list of fastest growing private companies before it was sold to Thomson/West.


Barstein received his Bachelor of Arts Degree from Boston College and his Law Degree from Cardozo School of Law, Yeshiva University.

  

Agenda Sessions

  • Panel: 401k Embracing ETFs

    1:30pm