ARA Executive Interview
ARA Executive Interview
The American Retirement Association
The M&A Frenzy and Future of Recordkeeping
16 minutes Posted Mar 27, 2023 at 8:00 pm.
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16:15
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Show notes

The Standard rocked the retirement plan recordkeeping world last October when it announced its acquisition of Securian Financial’s retirement plan recordkeeping business. Part of ongoing industry consolidation, it was major news for 401(k) advisors, sponsors and participants. How well is the integration going, what's next for the players, and how will it affect the retirement space overall? We sit with key insiders for answers.
 
Speakers: 

  • A.J. Ijaz, Vice President, Asset Management Group, The Standard
  • Theodore Schmelzle, Second Vice President, Retirement Plan Services, The Standard