401kExchange Management Team and Bios

Fred Barstein, President & CEO

Fred Barstein is President, Chief Executive Officer and founder of 401kExchange. Founded in 1996, 401kExchange has become the leading business development and market intelligence provider for the 401k and retirement industry. Using a proprietary call center and web-based technology, 401kExchange helps connect Plan Sponsors with experienced, high quality Retirement Advisors and industry leading and innovative Service Providers. By identifying sales opportunities and providing due diligence services using integrated web-based tools, 401kExchange makes the current market more efficient while better serving the needs of the Sponsor and their Participants. Based in Palm Beach County, Florida, the company employs 60 full time professionals, half in the call center.

Prior to founding 401kExchange in 1996, Barstein was Vice President and Publisher of Bancroft-Whitney, California's Official Legal Publisher a division of Thomson/West. He joined Bancroft-Whitney when the firm acquired Barclays Law Publishers, where he was Editor-in-Chief and a member of the team that led the company to the Inc. Magazine 500 list of fastest growing private companies. Previous senior management positions with Reed-Elsevier, Thomson and Times Mirror honed his expertise in database publishing, market research and database development.

Barstein is an attorney, was a member of the American Bar Association and the New York State Bar. He received his Bachelor of Arts Degree, cum laude, in History from Boston College and his Law Degree from Cardozo School of Law in New York. He holds Series 6, 26 and 28 licenses and was named the 17th Most Influential Person in the 401(k) Industry by 401kWire in 2008. He is a regular speaker before various Retirement Industry and E-Commerce Conferences around the country and internationally.

Randy Mysel - Chief Operating Officer

Randy Mysel is responsible for the day to day operational activities of 401kExchange, including the oversight of our proprietary market research call center, plan sponsor services, advisor and provider business development programs, and guiding the overall strategic direction of 401kExchange.

For 16 years Mr. Mysel worked for Reed/Elsevier, an international publisher of reference material. Products including the world renowned Lexis-Nexis Online, Martindale-Hubbell (legal directory), Books in Print (R.R. Bowker, publishers of the ISBN number), the Advertising Redbooks, and Marquis Who's Who. Mr. Mysel was instrumental in creating sales opportunities in advertising sales, book and CD-Rom sales, and finally in web sales. Overall, he has spent 18 years analyzing and improving the operations, sales, and customer service areas of many industry leading organizations.

Mr. Mysel, a graduate of Queens College, New York City, holds an MBA degree from Adelphi University, New York. He is a graduate of the Warwick School of Business Management Program in England.

Jay Mitchell Bloom, Executive Director of Institutional Accounts

Jay Bloom joined the 401kExchange team in early 2004. He began his tenure on the Account Executive Team managing business development and advisor service programs for over 90 Retirement Advisor clients. Jay then transferred to the 401kExchange Retirement Services Desk where he assisted in the development and launch of the 401kScout suite of Benchmarking and Due Diligence services.

His current responsibilities include the client management of all Service Provider and Broker Dealers relations. Mr. Bloom oversees all product development of services to support all 401kExchange Institutional and Advisor clients. Jay conducts weekly web based training programs and travels to trade shows and speaking engagements on behalf of 401kExchange.

Prior to joining 401kExchange, Jay served at an executive level for various growth stage organizations and was instrumental in securing seed and venture capital to initiate these organizations businesses. Utilizing his personal relationships with various sports and entertainment personalities, Jay was able help increase the exposure of the traditional start up company to nationally recognized players in their respective models quickly.

In all, Mr. Bloom has 10 years of financial, business development and marketing experience. Jay currently serves on various charitable foundations as an advisory board member. He attended the University of Miami where he studied Business Law and Sports Marketing. Jay currently resides in Jupiter, Florida with his 12 year old daughter.

Troy Tretola, Director of Operations

Troy Tretola became a part of 401kExchange in April 2006. He is responsible for handling the day-to-day operations of the market research call center as well as overseeing all appointment assignment distribution for over 450 advisor clients.

Mr. Tretola has over 10 years experience with call center operations. Previously he worked for the largest fundraising company in North America, Xentel, Inc. Mr. Tretola was part of the management team for two 50-personnel call centers that generated roughly 1.8 million dollars in sales each year for various benevolent charities.

Troy Tretola served four years in the United States Army as an Automated Logistics Specialists. Mr. Tretola was stationed overseas in Germany for two years as well as a combat tour for Operation Iraqi Freedom in 2003.