The M&A Frenzy and Future of Recordkeeping

ARA Executive Interview

Mar 27 2023 • 16 mins

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