Join the Conversation: Hot Topics For Retirement Plan Advisors

Josh Brown, CEO of Ritholtz Wealth Management, and Aaron Schumm, CEO of Vestwell, addressed hot topics and controversial questions from the audience in this webinar.

This session discussed topics including:

• Managing scale
• Fee compression
• Avoiding regulatory pitfalls

Audience questions covered in this webinar include:

• What are your best practices when first approaching a small business about starting a retirement plan?
• What specific services do top plan advisors provide to their clients that make them stand out against competitors and justify their fees?
• Any recommendations for a solo advisor looking to get into the retirement plan space with minimal effort and extra time to dedicate to the menial tasks?
• Do you see more plan sponsors asking for fixed fee pricing instead of AUM?
• For someone new looking to get more into the 401(k) space, what are the best resources to learn more?
• What are the top 2 or 3 plan design features that have the greatest influence on maximizing participant outcomes/success?
• Financial advisors tend to be very client-focused. How should wealth managers balance the desire to grow their business with their dedication to providing clients with the best advice possible?
• Will the brokerage model be feasible in the future?