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

401(k) Real Chat: Spencer Williams401(k) Real Chat: Spencer Williams

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

Fred Barstein, The Retirement Adviser University,

December 9, 2022

 

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

This week, we host Spencer Williams, President/CEO at Retirement Clearinghouse asking:

You recently announced the formation of the Portability Service Network in collaboration with Fidelity, Vanguard & Alight. Can you explain the purpose and how it came about?
Could this data exchange be used for other purposes?
What’s next for the Network? Can we expect new members? Are all DC record keepers invited? Other types of members?

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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