Conversations with 401(k) and 403(b) plan sponsors and participants have moved from “managing through the crisis” to “preparing for the new normal.” As with the 2008-2009 recession, defined-contribution plan participants have mostly stayed the course, maintaining contributions and investment
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Aggregators realize that in-plan retirement income solutions are needed, while CIOs understand that advisers need to be able to help participants navigate the myriad of benefits offered at work.
CIOs from the leading DC record keepers, aggregators and broker-dealers discussed their greatest opportunities and challenges.
While 'retirement plan adviser' has been a good description of those who serve ERISA retirement plans, it's actually quite limiting to focus on the plan, rather than the participant.
The start of the 2020s has been dominated by the three Cs — Covid, convergence and consolidation. Government mandates could cause the small and startup plan market to explode, and RPA consolidation has blown up.
Unlike any other industry event, the RPA Aggregator event had no agenda. All participants were focused on the defined-contribution industry’s biggest opportunities and challenges.
