Industry Veteran Amy Philbrook Joins LPL as New Head of Service
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Industry Veteran Amy Philbrook Joins LPL as New Head of Service
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401(k) record keepers bullish on post-COVID opportunities
Industry consolidation, financial wellness, data and new ways to work in the pandemic reality were among things on attendees minds at the latest RPA event
December 21, 2020 3 MINS
Of the various segments of the defined-contribution industry, record keepers are the most mature, consolidated and powerful. Advisers are closer to the clients, but record keepers own the data and provide the platform to reach them. Leaders of the top record keepers attending the RPA Convergence Roundtable and Think Tank Dec. 14 and 15 shared what is on their minds in the current environment.
PARTICIPANT EXPERIENCE
There has been a shift from providing a service to creating an experience for plan participants, said Mike Domingos, head of sales and strategic relationships at Prudential Financial.