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

401(k) Real Chat: Jania Stout401(k) Real Chat: Jania Stout

Jania Stout, newly minted president of Prime Capital Retirement & Wellness, answers three probing questions on critical issues, providing an open, honest and candid dialogue.

Fred Barstein, The Retirement Adviser University,

December 10, 2024

Fred Barstein, contributing editor for WealthManagement.com's RPA channel and CEO at TRAU, TPSU and 401kTV, speaks with Jania Stout, newly minted president of Prime Capital Retirement & Wellness, asking:

What are the 3 biggest issues/challenges that RPAs face when they sell to an aggregator?
What are the 3 main reasons for an RPA to join Prime Capital Financial Retirement?
What do you see as the biggest challenges for you as you transition from being an individual producer to managing 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.

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