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

401(k) Real Chat: Shawn O'Brien401(k) Real Chat: Shawn O'Brien

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

Fred Barstein, The Retirement Adviser University,

October 21, 2022

 

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?

2. Record-keepers 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.

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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.

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