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Financial wellness programs depend on data about what workers need, but employees may have concerns about the privacy of their personal information.
The firm's acquisition of the record keeper may be a harbinger for other distributors. Does Raymond James see opportunities to monetize participants in retirement plans, especially given the launch of pooled employer plans?
Future innovations in DC plans will come as much from retirement plan advisers and their clients as from the institutional market.
Revenue sharing fees ultimately make retirement plans more expensive, and funds that include them are disproportionately favored on plan menus, a recent academic paper found.
Fintech and digital record keeper Vestwell is among about three dozen firms that have registered as pooled plan providers with the DOL, but the firm does not yet have information on pricing and plan design for a potential PEP product.
The strategy is seen as an opportunity to help train younger advisers and prospect for wealth management clients
Combining financial wellness with traditional wellness programs can highlight their value, according to guests at a recent RPA event
Guests at the RPA Convergence Broker-Dealer Roundtable and Thinktank say it might be a while before annuities are used in many plans
Industry consolidation, financial wellness, data and new ways to work in the pandemic reality were among things on attendees' minds at the latest RPA event
Record keepers lament the tendency for many plans to stay put, but big 401(k)s are often priced so low that no one bids for them
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