Friday, January 6, 2023
HomeWealth Management401(okay) Actual Chat: Brock Johnson

401(okay) Actual Chat: Brock Johnson

In 401(okay) Actual Chat, Fred Barstein, contributing editor to’s RPA Edge portal, invitations probably the most fascinating, progressive and impactful retirement and wealth administration professionals, asking them to be present open, sincere and candid solutions to essential and troublesome questions.

This week, Fred hosts Brock Johnson, president, retirement options at Morningstar Funding Administration, asking:

  1. It looks like managed accounts and particularly advisor managed accounts are taking off. Are you able to give our listeners a standing and why you assume it’s rising?
  2. It looks like the important thing for advisor managed accounts is connectivity to document keepers. Are you able to clarify the way you do this and what number of document keepers you’re employed with?
  3. Some suppliers are utilizing managed accounts because the QDIA. Have you ever seen that occuring? What are challenges? What’s utilization of managed accounts if they don’t seem to be the default.
  4. Retirement revenue appears to be beginning to be embedded inside managed accounts. Are seeing the demand and what are the challenges? Portability? Engagement?
  5. How do you see managed accounts evolving sooner or later?





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