The Asteri Collective Launch – Press Release September 2025

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FOR IMMEDIATE RELEASE Media Contact: Asteri Collective Communications ann@astericollective.org www.astericollective.org Asteri Collective Launches to Redefine the Role of Retirement Plan Consultants August 19, 2025 A group of the nation’s top retirement plan consulting firms has officially launched The Asteri Collective, a collaboration committed to elevating the role of Retirement Plan Consultants (RPCs) across the retirement planning ecosystem.… Read More

TPA vs Retirement Plan Consultant: What’s the Difference?

In the retirement industry, the term TPA, short for Third Party Administrator, gets tossed around a lot. It’s the industry standard. But for those of us who live and breathe plan design, compliance, and strategy, the title doesn’t go far enough.… Read More

Bundled vs. Unbundled Retirement Plans: What You Need to Know

When it comes to retirement plan design, business owners, wealth advisors, and CPAs face a critical question: should you bundle or unbundle your plan? At The Asteri Collective, we work with both. In fact, we partner with some of the largest bundled providers in the industry—Empower, Voya, and others—on plan designs that need a higher level of expertise.… Read More

$8 Trillion and Counting: What the Dominance of Single-Employer 401(k) Plans Means for Advisors and Business Owners

According to recent survey data, single-employer 401(k) plans represent more than $8 trillion of the $12 trillion in defined contribution assets in the U.S. That’s two-thirds of the entire market, and it’s growing. This isn’t just a statistic. It’s a signal.… Read More

Decumulation: Engineering a Paycheck for Life

For decades, the defined contribution (DC) system has focused almost exclusively on accumulation, how much participants save, invest, and grow their retirement assets. But as trillions of dollars now sit inside single-employer 401(k) plans, a new challenge has emerged: decumulation. How do we help participants convert those assets into sustainable, reliable income in retirement?… Read More

How Wages Determine Roth Catch-Up Contributions

How Wages Determine Roth Catch-Up Contributions What Multi-Entity Employers Need to Know The SECURE 2.0 Act introduced a major shift for high earners: beginning in 2026 (extended from 2024), employees who earn more than $145,000 in FICA wages from a single employer will be required to make catch-up contributions to a Roth account, if they want to make them at all.… Read More