Watch Wealth Advisor TV at FutureProof Festival 2025: Advisors Look to Workplace Retirement Accounts for In-Plan Growth
September 24, 2025
Watch Wealth Advisor TV at FutureProof Festival 2025: Advisors Look to Workplace Retirement Accounts for In-Plan Growth
In a recent interview on Wealth Advisor TV, Absolute Capital CEO Brenden Gebben discussed how workplace retirement accounts— long treated as inaccessible until rollover — are increasingly becoming an active advisory sleeve.
At the 2025 Future Proof Festival in Huntington Beach, Gebben highlighted the operational capability and business impact of managing workplace retirement assets – such as 401(k), 403(b) and 457 accounts – while participants are still employed.
For many advisors, that reframes a fundamental assumption: the AUM is already there — they simply haven’t been accessing it.
Helping Advisors Work Directly Inside Workplace Plans
Historically, 401(k), 403(b), and 457 accounts were treated as “held-away” until job change or retirement. Gebben described how this mindset still persists — most advisors initially assume someone mentioning “401(k) help” is talking about selling the plan, not working with the participant.
Yet, pre-rollover account management can unlock:
- meaningful planning and allocation support today
- relationship continuity leading up to rollover events
- a more direct path to long-term client retention
W.I.N. Platform Integration
Gebben highlighted several features of Absolute Capital’s Workplace Investment Navigator (W.I.N.) platform — such as direct management fee billing from the account, the ability to integrate data into existing dashboards, and using the firm’s tools for proposals, allocations, and reporting.
The platform’s UMA capability allows movement away from default life-cycle menus and toward multi-manager construction. In practice, Gebben said this often allows advisors to work with a broader universe of models than the limited plan menus alone.
Value-Added Risk Alignment Opportunities
Gebben noted that as advisors dig in to review clients’ 401(k) account allocations pre-management, they often find mismatches between client profile and investment posture. Using the WIN Platform’s risk scoring and allocation platform help align these important assets with the clients’ overall financial plan.
Advisor Revenue and Relationship Strength
Gebben emphasized that workplace retirement account management can support fee-based revenue — without requiring the advisor to function as a plan consultant or rep of record.
The benefit is two-fold:
- management fees deducted from the workplace accounts being managed
- deeper relationships when rollovers ultimately occur
Why Absolute Capital’s Position Resonates
In a TAMP marketplace where identity and positioning can blur, Gebben framed Absolute Capital’s approach through two lenses:
- clarity of purpose — specialty focus on the advisor’s ability to manage their clients’ workplace retirement accounts
- scalable capability — technology and service that positions advisors to provide fully integrated and scalable management in this space
Advisors, he noted, want an immediate pathway to adding value — not another theoretical distribution event years in the future.
View or read The Wealth Advisor TV interview here:
Read Article
Watch Wealth Advisor TV at FutureProof Festival 2025: Advisors Look to Workplace Retirement Accounts for In-Plan Growth
In a recent interview on Wealth Advisor TV, Absolute Capital CEO Brenden Gebben discussed how workplace retirement accounts— long treated as inaccessible until rollover — are increasingly becoming an active advisory sleeve.
At the 2025 Future Proof Festival in Huntington Beach, Gebben highlighted the operational capability and business impact of managing workplace retirement assets – such as 401(k), 403(b) and 457 accounts – while participants are still employed.
For many advisors, that reframes a fundamental assumption: the AUM is already there — they simply haven’t been accessing it.
Helping Advisors Work Directly Inside Workplace Plans
Historically, 401(k), 403(b), and 457 accounts were treated as “held-away” until job change or retirement. Gebben described how this mindset still persists — most advisors initially assume someone mentioning “401(k) help” is talking about selling the plan, not working with the participant.
Yet, pre-rollover account management can unlock:
- meaningful planning and allocation support today
- relationship continuity leading up to rollover events
- a more direct path to long-term client retention
W.I.N. Platform Integration
Gebben highlighted several features of Absolute Capital’s Workplace Investment Navigator (W.I.N.) platform — such as direct management fee billing from the account, the ability to integrate data into existing dashboards, and using the firm’s tools for proposals, allocations, and reporting.
The platform’s UMA capability allows movement away from default life-cycle menus and toward multi-manager construction. In practice, Gebben said this often allows advisors to work with a broader universe of models than the limited plan menus alone.
Value-Added Risk Alignment Opportunities
Gebben noted that as advisors dig in to review clients’ 401(k) account allocations pre-management, they often find mismatches between client profile and investment posture. Using the WIN Platform’s risk scoring and allocation platform help align these important assets with the clients’ overall financial plan.
Advisor Revenue and Relationship Strength
Gebben emphasized that workplace retirement account management can support fee-based revenue — without requiring the advisor to function as a plan consultant or rep of record.
The benefit is two-fold:
- management fees deducted from the workplace accounts being managed
- deeper relationships when rollovers ultimately occur
Why Absolute Capital’s Position Resonates
In a TAMP marketplace where identity and positioning can blur, Gebben framed Absolute Capital’s approach through two lenses:
- clarity of purpose — specialty focus on the advisor’s ability to manage their clients’ workplace retirement accounts
- scalable capability — technology and service that positions advisors to provide fully integrated and scalable management in this space
Advisors, he noted, want an immediate pathway to adding value — not another theoretical distribution event years in the future.
View or read The Wealth Advisor TV interview here:
Read Article
