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

RPA Conversations: Jeff RosenbergerRPA Conversations: Jeff Rosenberger

Guideline's Jeff Rosenberger advocates for plan sponsors to adopt auto features.

Fred Barstein, The Retirement Adviser University,

September 29, 2023

Welcome to Wealth Management RPA Conversations, where Fred Barstein, contributing editor for WealthManagement.com RPA Edge and CEO at TRAU, TPSU and 401kTV, talks with industry leaders.

Today, Fred talks with Jeff Rosenberger, COO at industry leading fintech record keeper Guideline and attendee at the 2023 RPA Record Keeper Roundtable in NYC, asking:

  1. How is Guideline’s “self-serve” option working and what is usage?

  2. You suggested that rather than the industry tackling financial literacy, that maybe we should start encouraging and supporting plan sponsors to adopt auto features. Could you explain?

 

 

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.