The video titled “Jason C Roberts Pension Resources Institute” features an interview with Jason Roberts from the Pension Resource Institute during the 401k Summit in Las Vegas. The discussion primarily revolves around how financial advisors can remain compliant while being competitive in the retirement planning industry.
Key points include the importance of creating consistent and repeatable processes for managing fiduciary responsibilities and risk management, focusing on three distinct areas: investments, service provider selection and monitoring, and administration and reporting. Roberts emphasizes that while advisors may already be knowledgeable about investments, there is significant opportunity in improving processes in the other two areas, particularly in service provider selection and administration, which are becoming increasingly critical due to regulatory changes.
The video was published on March 27, 2017. Watch the full interview here.
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
