401k TV

Name

401k TV

Legal name

401K TV

Website

https://401ktv.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Retirement Plan Education and Compliance Media

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD)

akta.pro secondary industries

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Retirement & Long-Term Planning (401(k), IRA, Pensions) (EDAAAJAI)

Keywords

• Retirement plan education
• Financial advisor training
• 401(k) compliance resources
• Plan sponsor certification
• Fiduciary education content

Headquarters

HQ city

Jupiter

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Digital Commerce or Content

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations

Revenue model

1. Content Access Fees: The Terms of Service states that 401k TV reserves the right to charge fees for access to portions of the Service or the Service as a whole, requiring registration and account creation for paid access.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

401kTV is an educational media platform that provides daily-updated articles, video interviews, and email newsletters covering 401(k) plan optimization, fiduciary compliance, plan design, investments, and participant engagement. It serves financial advisors, plan sponsors, and HR professionals managing workplace retirement benefit programs, operating alongside affiliated certification programs TRAU (The Retirement Advisor University) and TPSU (The Plan Sponsor University).

Product overview

401kTV is a unified educational content platform offering video interviews, articles, and newsletters focused on 401(k) plan optimization, compliance, investment strategies, and partner resources for financial professionals and plan sponsors. The platform operates alongside affiliated certification programs TRAU (The Retirement Advisor University) and TPSU (The Plan Sponsor University), which provide professional training and credentials for retirement plan advisors and plan sponsors respectively. Together, these offerings form a comprehensive ecosystem for retirement plan education and professional development.

Differentiator

Problem solved

Functional benefit

Products and services

• 401kTV Platform A video-based educational content platform providing daily-updated articles, video interviews, and email newsletters for financial professionals responsible for creating and maintaining retirement benefit programs. Content covers fiduciary compliance, plan design, investments, providers, and participant engagement.
• The Plan Sponsor University (TPSU) A workplace retirement plan certification program for business owners, benefits specialists, and employer fiduciaries, offering half-day in-person programs at local colleges and universities around the country with nearly 70 programs conducted annually.
• The Retirement Advisor University (TRAU) A retirement planning certification program in collaboration with UCLA Anderson School of Management Executive Education, providing training for financial advisors through onsite classes at UCLA campus, virtual classroom courses, e-learning, and self-study options.
• NAPA Net Industry news publication and daily newsletter part of the National Association of Plan Advisors (NAPA), providing retirement industry news and insights for advisors.

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Four partnerships are on record, tiered core and minor.

• UCLA Anderson School of Management Executive EducationcoreStrategic or Co-development PartnerTRAU (The Retirement Advisor University) is a collaboration with UCLA Anderson School of Management Executive Education, representing the first retirement planning certification program associated with a nationally recognized institution of higher learning. Curriculum combines onsite classes at UCLA campus, virtual classroom courses, E-Learning, and self-study, with world-class professors and retirement industry leaders.
• The Plan Sponsor University (TPSU)coreStrategic or Co-development PartnerTPSU offers the most comprehensive combination of online and in-person workplace retirement plan certification program for business owners, benefits specialists, or other employer fiduciaries. Programs held at local colleges and universities around the country.
• National Association of Plan Advisors (NAPA)coreStrategic or Co-development PartnerFred Barstein serves as Industry Ambassador for NAPA and founded NAPA Net, the Daily newsletter, and NAPA Net – The Magazine, all part of NAPA.
• Marsh McLennan AgencyminorStrategic or Co-development PartnerSenior Advisor Brent McElveen from Marsh McLennan Agency's 350 Madison Avenue office participated as adjunct lecturer at TPSU Manhattan program, discussing fiduciary education and vendor management topics.

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Employee Benefit News (Informa): Trade media covering employer benefits including retirement plans. Serves HR and benefits-decision-maker personas that overlap with 401kTV's HR-professional segment.
• ThinkAdvisor (Informa): Multi-vertical financial-advisor publication with significant retirement-plan and fiduciary coverage. Larger editorial footprint and broader CE/certification offerings, making it a broader incumbent peer for content and education.
• WealthManagement.com (Informa): Broader financial-advisor media property that publishes retirement-plan content alongside wealth management coverage. A publishing partner of the subject company (Fred Barstein contributes articles), but competes as a more diversified incumbent for advisor mind-share.
• The American College of Financial Services: Established accredited institution offering designations (CLU, ChFC, CAP) that compete with TRAU's UCLA-anchored advisor certification. Comparable as a credentialing body for retirement and financial-planning professionals.

Direct peers

• 401kWire: Industry news and information hub for the 401(k) market — the same publisher behind the 'Top 50 Most Influential' list that recognized the subject company's founder. Competes directly for advisor attention and sponsor readership.
• PLANADVISER / PLANSPONSOR (NMG Network): Long-established trade publications and conferences for retirement plan advisors and sponsors, covering the same fiduciary, compliance, and plan-design topics. Operates a similar content-plus-events business model targeting the same primary buyer personas.
• NAPA Net: Daily retirement-plan industry newsletter and media brand serving the same advisor and plan-sponsor audience as 401kTV. Closely comparable as a content-and-thought-leadership channel, though it is also an affiliate of the subject company via Fred Barstein's NAPA ambassadorship.
• Aspire (formerly NAPA Net Aspire / American Retirement Association): Membership and education organization for plan advisors and administrators, providing CE and credentialing. Directly competes with TPSU/TRAU for plan-advisor training budgets and events.

Emerging players

• CEFEX (Centre for Fiduciary Excellence): Fiduciary certification and standards organization for plan advisors and sponsors. Comparable to TPSU's employer-fiduciary training mission and competes for the same certification-driven training budgets.
• BrightTALK (Vimeo): Video-first professional content and webinar platform frequently used by financial-services firms for advisor CE and thought leadership. Comparable as an alternative video-content distribution and monetization channel competing for the same advisor audience.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/401ktv_com
• Facebookfacebook.com/401KTV
• LinkedInlinkedin.com/company/401ktvtpsu

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about 401k TV