RPA Conversations: Jeff Rosenberger
Guideline's Jeff Rosenberger advocates for plan sponsors to adopt auto features.
Source: wealthmanagement.com
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The Biggest Opportunities, Challenges facing 401(k) Plans Today
Leaders from major RPA record keepers gathered to discuss during a think tank and roundtable discussions at the 2023 WealthManagment.com Industry Awards
Source: wealthmanagement.com
Pooled employer plans have opportunities, risks for retirement advisers
What elite RPAs think about PEPs Pooled employer plans, or PEPs, could dramatically change the 401(k) business, but only if employers decide to adopt them. January 14, 2021 3 MINS Pooled employer plans under the SECURE Act could completely change the defined-contribution industry, or they could have very little impact. They present an incredible opportunity to pool plans to mitigate work and fiduciary liability as well as to lower costs — but the question is whether the market will adopt them Though record keepers and third-party administrators are most aggressive and ...
Source: investmentnews.com