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 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