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

401(k) Real Chat: Jon Godsall401(k) Real Chat: Jon Godsall

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

Fred Barstein, The Retirement Adviser University,

October 7, 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 Jon Godsall, co-leader North American wealth and asset management practice at McKinsey & Company, asking:

As record-keeper fees have come under pressure and the industry consolidates, many are looking for new revenue sources, particularly from participant services. Do you see the same with RPAs? What are the keys to success for both groups?
It seems that wealth services and financial planning are available only to the high-net-worth participants, which is a tiny percentage. What solutions do you see on the horizon for the rest?
You have unique insights into record-keepers having worked intimately with many. Tell us a little bit about the future for this industry. Any silver bullets or dramatic new entrants or technology coming?

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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