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

401(k) Real Chat: Brad Arends401(k) Real Chat: Brad Arends

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

Fred Barstein, The Retirement Adviser University,

August 26, 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!

Our guest this week is Brad Arends, CEO and co-founder at Intellicents, who addresses:

Why does the convergence of wealth, retirement and benefits at work seem to being picking up steam now? Why is it so important?
How is Intellicents leveraging the convergence? Why did you get involved with wealth management?
How do you think PTE 2020-02 will affect wealth advisors and RPAs?

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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.

See more from Fred Barstein