Retirement Plan Advisors engage in a symbiotic relationship with 401(k) plan recordkeepers. The advisor/recordkeeping relationships are vitally important to the success of a plan and there is a healthy respect for what each brings to the plan sponsor and plan participant. However, advisor/recordkeeping relationships have been changing over recent years and the services provided by each are morphing into new areas and new services.
This week, Fred Barstein, contributing editor to WealthManagement.com’s RPA Edge, hosts Jon Godsall, co-leader North American Wealth and Asset Management practice at McKinsey & Company to discuss current recordkeeping relationships as well as where the regular keeping industry is headed when servicing advisors and plan sponsors. Click here to learn the latest from Fred Barstein’s interview.
