Rick Irace Discusses Advisor Opportunity with Small- and Mid-Sized Retirement Plans

In a recent Employee Benefit Adviser article, reporter Lee Conrad provides a summary of the NAPA 401(k) Summit panel session that Rick Irace co-presented with Richard Schwamb, a financial advisor from Morgan Stanley. Rick commented on small businesses’ challenge to offer quality retirement plans to their employees and the business opportunity this presents to advisors. Stressing the importance of features like auto-enrollment, Irace explained that helping these employees obtain financial wellness is gratifying work. “If you really want to help people, this is a place you can do it,” Irace says.​