Post by Fred Barstein
Founder & CEO of TPSU, TRAU, 401kTV | Creator of 401k Real Talk & Real Chat | Contributing Editor | Providing Plan Sponsors and Plan Fiduciaries the tools to improve their retirement plan through education and training
As the defined contribution industry begins in earnest to serve participants driven in part by the need of both advisors and record keepers to seek addition revenue, it puts parties that collaborate to sell and service the plan in conflict. Though there is no right answer for all providers and advisory groups, it seems like the middle path or partnership will not only work better for most, but it should result in better outcomes. Read my recent WealthManagement.com/RPA column bout how record keepers and advisors can partner and at least co-exist. https://lnkd.in/eRmq8_P5 David ArmstrongAlex OrtolaniMichael H SamuelsMatthew Eickman, J.D.Francisco J. NegronNicholas PaganoRichard TatumAaron SchummEli LandowChristian R.Will HicksDavid SchultzJessica CalabreseJudy E. NelsonRakesh MahajanHarry DalessioMitchell HaberPeter LittlejohnPeter J. de Silva L.H.D.Susan CanavariChris BaileyJoshua DietchLoren FoxT. Neil BathonNevin AdamsRich LintonJoe SmolenDave GrayAlison Caron, CRPS®, QPFC, QKAAdele TaylorLee McAdooScott ColangeloScott DavidJulianne Donatelli, C(k)P, CPFAChristian FulminoBrad ArendsChristopher MoranVinnie Allard, AIF®Michael KitcesWill Prest