Pooled employer plans, or PEPs, could dramatically change the 401(k) business, but only if employers decide to adopt them.
Big mergers can lead to headaches for broker-dealers.
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
Consolidation in this business gives opportunities and challenges, guests at the RPA Convergence Roundtable and Think Tank said.
The recent RPA Convergence Broker-Dealer Roundtable and Think Tank highlighted opportunities and challenges.
Collective investment trusts are all about pooling assets, which is at the heart of the value of DC plans
They represent the next blue ocean for retirement plan advisers
The potential megadeal will affect the retirement plan adviser business and could lead to further mergers and acquisitions
Firms that are clinging to old ways of doing business will struggle to grow, or even keep their doors open
The Putnam CEO is concerned that the retirement plan system is an easy target if the government needs to raise money
