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

401(k) Real Chat: Laurel Taylor401(k) Real Chat: Laurel Taylor

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

Fred Barstein, The Retirement Adviser University,

January 26, 2024

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 Laurel Taylor, founder & CEO at Candidly, which helps DC plan sponsors help their employees better manage their student loans, asking: 

  1. How can the DC industry safely leverage participant data?

  2. How can AI and ChatGPT be leveraged within the DC industry?

  3. What is Candidly is doing around student loans especially since SECURE 2.0 and can how ancillary services like them help boost engagement?

 

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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.