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Managing the Wealth but Not the PlanManaging the Wealth but Not the Plan
The convergence of wealth and retirement is affecting RPAs who want to provide greater advice to participants with DC plans.
May 22, 2023
Sponsored by Pontera
In this video, Fred Barstein, talks with Dave Goldman, chief business officer at Pontera, about the impact of DC plans on RPAs including:
1. What is driving the push for RPAs to provide advice to participants in their DC plans
2. How RPAs serve participants in more 'ignored' plans
3. What Pontera is doing to help Broker Dealers and RIAs and their wealth advisors work with DC participants
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