The Fiduciary U™ Podcast

Ep #10: Insights into T. Rowe Price’s 2020 Defined Contribution Consultant Study with Michael Doshier


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Michael Doshier is a Senior Defined Contribution Advisor Strategist at T. Rowe Price where he is primarily responsible for furthering the firm's position as a thought leader in the retirement arena. Michael has been in the retirement industry for over thirty years and joins the show to share his insights from T. Rowe's 2020 Defined Contribution Consultant Study.

 

Listen in as we discuss emerging trends facing retirement advisors like improving and aligning communication with plan sponsor clients, the growing trends towards delegated investment solutions like OCIO and 3(38) engagements, expanded participant solutions such as financial wellness, student debt, and HSA offerings, and a framework for advisors and plan sponsors to evaluate longevity risk and architect tiered retirement income solutions.

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