Saturday, October 22, 2022
HomeWealth Management401(k) Real Chat: 401(k) Real Chat: Shawn O'Brien

401(k) Real Chat: 401(k) Real Chat: Shawn O’Brien


Retirement industry thought leaders answer three probing questions on critical issues, providing an open, honest and candid dialogue.

This week, we host Shawn O’Brien associate director, retirement at Cerulli, asking these three questions:

1. What is your sense of the size of the opportunities for the convergence of wealth and retirement at work? Also, the size of the advisors who specialize in DC plans as well as others?

cerulli-retirement-chart.png

2. Record keppers have established infrastructure like call centers and technology, as well as access to data. Can advisors replicate that?

3. Do you think there will be more collaboration or competition among record keepers?

Let me know who else you would like to hear from and I will invite them to get real.

RELATED ARTICLES

LEAVE A REPLY

Please enter your comment!
Please enter your name here

- Advertisment -
Google search engine

Most Popular

Recent Comments