RPA

The new program was developed in collaboration with retirement services provider Empower, and should be available “within the next quarter or two.”

Morningstar says retired workers can now safely withdraw 4% a year, up slightly from a 2022 analysis.

Convergence and the growth of new plans are beyond what RPAs can handle.

The Great Retirement induced by COVID-19 continues.

Many factors, including new state mandates for small business retirement plans, are opening a vast market for traditional wealth managers, argued a host of executives at the recent RPA Broker/Dealer Roundtable event in New York City.