Meet Our Team

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Fred Barstein

Founder & CEO

[email protected]

Fred Barstein is founder and CEO of The Retirement Adviser University, a collaboration with UCLA Anderson School of Management Executive Education, The Plan Sponsor University and 401kTV. He is contributing editor for WealthManagement.com’s RPA Edge Omnichannel and the RPA Roundtables & Thinktanks for senior managers at DC record keepers, aggregators, broker dealers and CIOs. He helped create the National Association of Plan Advisors as a member of the founding Leadership Board, Chair of the Membership Committee and was founding Editor-in-Chief for NAPA-Net which he led until 2016. Barstein received his Bachelor of Arts Degree from Boston College and his Law Degree from Cardozo School of Law, Yeshiva University.

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Diane Barstein

Corporation & Business Administration

561-308-7133
[email protected]

Miguel

Miguel Dorsan

TPSU Senior Business Development Representative

855-755-4015 ext. 120
[email protected]

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Jenny Dodson-Jenkins

TPSU Program Director

561-398-1060

[email protected]

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Jessona McDonald

Marketing & Communications Strategist

855-755-4015 ext. 111
[email protected]

Liam Trent

Liam Trent

TRAU Sales Representative

855-755-4015 ext.114
[email protected]

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