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

401(k) Real Chat: Brock Johnson401(k) Real Chat: Brock Johnson

Brock Johnson, Morningstar's president of retirement solutions, answers probing questions on critical issues facing retirement plan advisors.

Fred Barstein, The Retirement Adviser University,

January 6, 2023

In 401(k) Real Chat, Fred Barstein, contributing editor to WealthManagement.com's RPA Edge portal, invites the most interesting, innovative and impactful retirement and wealth management professionals, asking them to be provide open, honest and candid answers to important and difficult questions.

This week, Fred hosts Brock Johnson, president, retirement solutions at Morningstar Investment Management, asking:

It seems like managed accounts and especially advisor managed accounts are taking off. Can you give our listeners a status and why you think it is growing?
It seems like the key for advisor managed accounts is connectivity to record keepers. Can you explain how you do that and how many record keepers you work with?
Some providers are using managed accounts as the QDIA. Have you seen that happening? What are challenges? What is usage of managed accounts if they are not the default.
Retirement income seems to be starting to be embedded within managed accounts. Are seeing the demand and what are the challenges? Portability? Engagement?
How do you see managed accounts evolving in the future?

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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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