Saturday, September 10, 2022
HomeWealth Management401(okay) Actual Chat: Kevin Collins

401(okay) Actual Chat: Kevin Collins


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

This week, we host Kevin Collins, head of Retirement Plan Providers at T Rowe Worth, asking:

  1. T Rowe Worth is well-known as a mid- and large-market file keeper however much less know within the smaller/RPA offered markets. What are your present initiatives and the way do you compete vs. the Fab 5?
  2. Do file keepers have to personal the frontend and backend of their programs? If not, why not?
  3. Does T Rowe assist efforts of RPAs to supply wealth administration companies to contributors? In that case, what are the specifics initiatives? Doesn’t T Rowe additionally market on to traders? 

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