The Future of 401(k) Plans, Fiduciary Oversight, and Employee Success | Advisor Voices
The episode gives wealth professionals a view of the issues retirement plan advisors are discussing with plan sponsors, including fiduciary oversight and engaging younger employees. It also covers how advisors work with recordkeepers and why PEPs are drawing interest.
Summary
By the retirement & income deskIn this Advisor Voices episode, Patrick Duffy speaks with John Decker of RBC about the challenges and opportunities facing retirement plan advisors. The conversation covers advisor-recordkeeper collaboration, growing interest in pooled employer plans (PEPs), plan sponsor fiduciary responsibilities, and how advisors can reach and educate younger workers.
- John Decker of RBC discusses advisor-recordkeeper collaboration and what it is like working with Fidelity and a mutual client.
- The conversation addresses what advisors are hearing from plan sponsors.
- It covers growing interest in pooled employer plans (PEPs).
- It looks at the advisor's role in helping plan sponsors meet fiduciary responsibilities and in educating the younger workforce.
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| What’s it like working with Fidelity and a mutual client? | 1 min | |
| What are advisors hearing from plan sponsors? | 1 min | |
| How can new advisors feel confident providing informed recommendations? | 1 min | |
| How can advisors reach and educate the younger workforce? | 3 min |
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