Interview with Todd Timmerman: Obstacles & Opportunities For Advisors Today
Update: 2021-05-26
Description
In this episode of OUTCOMES, Ross talks with Todd Timmerman, Managing Director of Retirement Plan Analytics.
What do small and large plans share when it comes to advisors needing to ensure they do things right? How can advisors effectively deliver to a plan, regardless of size? What is the main obstacle advisors face regarding Pooled plans? With fees going down and advisor responsibilities going up, why should advisors want to be in the 401(k) plan business?
Hear Todd’s take on financial wellness in our industry and what he sees as the most exciting opportunities in the industry today.
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