Saturday, December 10, 2022
HomeWealth Management401(okay) Actual Chat: Spencer Williams

401(okay) Actual Chat: Spencer Williams


Retirement trade thought leaders reply three probing questions on essential points, offering an open, sincere and candid dialogue.

This week, we host Spencer Williams, President/CEO at Retirement Clearinghouse asking:

  1. You lately introduced the formation of the Portability Service Community in collaboration with Constancy, Vanguard & Alight. Are you able to clarify the aim and the way it took place?
  2. May this knowledge trade be used for different functions?
  3. What’s subsequent for the Community? Can we count on new members? Are all DC file keepers invited? Different forms of members?

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

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