Fred Barstein, contributing editor to WealthManagement.com’s RPA Edge, invites retirement industry thought leaders to answer three probing questions on critical issues providing an open, honest and candid dialogue. So let’s get real!
In this video, Jamie Hopkins, managing director of wealth solutions at Carson Group, answers these three questions:
- Why aren’t more wealth advisors interested in the 401(k) market and do you think this will change?
- Is retirement income preparation better done within a 401(k) plan at least partially? What are advantages/disadvantages?
- Do you think DOL 2020-02 PTE making rollover recommendation a fiduciary act will have a major impact on wealth advisors’ IRA rollover business?
Watch more 401(k) Real Chats
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