The Advisor’s Guide to DB/DC Client Conversations

Asteri Collective partners with Financial Advisors You focus on helping your clients achieve their goals, we’ve got the retirement plan design.
Let’s cut to the chase. If you’re an advisor, you’re already fielding questions about DB/DC plan combinations. These are among the most powerful tax and retirement savings tools available for high-income business owners, and yet many have never heard of them.… 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

The Rise in PEPs and Increased Demand for 3(16) Services

With the growth of Pooled Employer Plans (PEPs), demand for 3(16) administrative services has surged. Plan sponsors are seeking providers who can take on fiduciary responsibility, streamline compliance, and reduce the operational burden that comes with administering retirement plans. This shift is creating more business for Retirement Plan Consultants (formerly known as TPAs).… Read More

The Retirement Planning Ecosystem: Roles and Responsibilities

Why the Retirement Plan Consultant Belongs at the Center of It All When business owners set out to offer a retirement plan, they’re not just offering a benefit, they’re creating a financial system that must serve the needs of the business, the employees, and the owners themselves.… Read More

Heightened Cybersecurity Concerns in Retirement Plans and What Asteri Collective Member Firms Must Do

Rising Security Risks in Retirement Plans A June 2025 NAPA-Net / Escalent survey shows that cybersecurity threats and data breaches are now the top concern for 401(k) plan sponsors of all sizes. NAPA.net Some of the key findings: 52% of plan sponsor respondents named cybersecurity/data breaches as their greatest fear. … Read More

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