Sponsored By

Retirement

Open, honest and candid discussions and dialogue on the most critical issues facing the RPA space.

401(k) Real Chat: Jamie Hopkins401(k) Real Chat: Jamie Hopkins

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

Fred Barstein, The Retirement Adviser University,

July 19, 2022

 

Fred Barstein, contributing editor to WealthManagement.com’s RPA Edge, invites retirement industry thought leaders to answer three probing questions on critical issues providing an open, honest and candid dialogue. So let’s get real!

In this video, Jamie Hopkins, managing director of wealth solutions at Carson Group, answers these three questions:

Why aren’t more wealth advisors interested in the 401(k) market and do you think this will change?
Is retirement income preparation better done within a 401(k) plan at least partially? What are advantages/disadvantages?
Do you think DOL 2020-02 PTE making rollover recommendation a fiduciary act will have a major impact on wealth advisors’ IRA rollover business?

Watch more 401(k) Real Chats

About the Author

Fred Barstein

The Retirement Adviser University,, Founder and CEO

Fred Barstein is founder and CEO of The Retirement Adviser University, a collaboration with UCLA Anderson School of Management Executive Education, The Plan Sponsor University and 401kTV. He had been contributing editor for InvestmentNews where he created RPAConvergence and the RPA Roundtables & Thinktanks for senior managers at DC record keepers, aggregators, broker dealers and CIOs. He helped create the National Association of Plan Advisors as a member of the founding Leadership Board, Chair of the Membership Committee and was founding Editor-in-Chief for NAPA-Net which he led until 2016. Barstein received his Bachelor of Arts Degree from Boston College and his Law Degree from Cardozo School of Law, Yeshiva University.

See more from Fred Barstein