Broker/Dealers Are Living in the Convergence of Wealth and Retirement
How to best grow their retirement practices was the main topic at the 4th annual Broker/Dealer Roundtable & Thinktank.
Source: wealthmanagement.com
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Why some 401(k) plans seldom change their record keeper
Why some 401(k)s seldom change providers 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 December 21, 2020 2 MINS Retirement plans are increasingly slow to change providers, and that is becoming a challenge for the record-keeping industry, said guests at the RPA Convergence Record Keeper Roundtable and Think Tank. Across plans of all sizes, advisers and consultants can have little incentive to recommend record-keeper changes, attendees said at the two-day event on Dec. 14-15. But among very ...
Source: investmentnews.com