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401(k) Real Chat: Saumen Chattppadhyay401(k) Real Chat: Saumen Chattppadhyay

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

Fred Barstein, The Retirement Adviser University,

May 24, 2024

Fred Barstein, contributing editor to WealthManagement.com’s RPA channel, invites retirement industry thought leaders to answer three probing questions on critical issues, providing an open, honest and candid dialogue.

This week we host, Saumen Chattppadhyay, CIO at OneDigital, one of the largest DC advisory firms, asking:

What are you seeing with plan sponsor, advisor and participant adoption of in-plan retirement income with your clients?
What are the obstacles? How can the industry overcome them?
Having worked at both RIA and RPA aggregators, do you think RIAs will see the opportunity to leverage DC plans to find more attractive wealth clients?

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.

See more from Fred Barstein