For a notoriously slow-moving industry, big changes to the retirement plan market are underway. As we enter 2021, our panelists—401k TV’s Founder & Editor Fred Barstein, Vestwell’s Founder & CEO Aaron Schumm, Mariner Retirement Advisors’ Founder & President David Stofer, and InvestmentNews’ Mary Beth Franklin, CFP—discussed how PEPs, ESGs, and managed accounts are creating opportunity in the 401k space.
A FEW HIGHLIGHTS FROM THE SESSION:
- Managed accounts are high on advisor’s 2021 implementation lists – but getting them right is a different story.
- The debate on whether PEPs will actually disrupt the industry continues.
- Ongoing M&A activity can have big implications, so advisors should pay attention.