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

401(k) Real Chat: Charles Millard401(k) Real Chat: Charles Millard

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

Fred Barstein, The Retirement Adviser University,

September 23, 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.

This week, we host Charles Millard, former director/CEO of the Pension Benefit Guaranty Corp. (PBGC) and senior advisor to Annexus Retirement Solutions, asking:

We know the demand for retirement income for people in a DC plan is high. Have you been able to quantify it?
What are the impediments within a DC plan to retirement income?
Tell us how you got involved with Annexus and how its solution meets the needs of DC participants, overcomes the impediments and may be different from other solutions.

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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