Friday, September 23, 2022
HomeWealth Management401(ok) Actual Chat: Charles Millard

401(ok) Actual Chat: Charles Millard


Fred Barstein, contributing editor to WealthManagement.com’s RPA Edge, invitations retirement business thought leaders to reply three probing questions on vital points, offering an open, trustworthy and candid dialogue.

This week, we host Charles Millard, former Director/CEO of the PBGC and Senior Advisor to Annexus Retirement Options, asking:

  1. We all know the demand for retirement revenue for folks in a DC plan is excessive. Have you ever been capable of quantify it?
  2. What are the impediments inside a DC plan to retirement revenue?
  3. Inform us how you bought concerned with Annexus and the way their answer meets the wants of DC contributors, overcomes the impediments and could also be totally different than different options.

Let me know who else you wish to hear from and I’ll invite them to get actual.

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