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?
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