Welcome to this week’s edition of 401k Real Talk, where Fred Barstein, contributing editor for Wealth Management.com RPA Edge, reviews all of last week’s industry news and selects the five most important/interesting ones
Open, honest and candid discussion about the flexPATH lawsuit verdict, AI in DC plans, employee engagement, convergence and retirement plan advisor due diligence.
Open, honest and candid discussion about the demise of 401(k) plans, consolidating retirement accounts, tech in DC plans and plan sponsors demanding more from their advisors.
Open, honest and candid discussion on a potential federal auto-IRA program, cybersecurity risks, a possible pension comeback, the hunt for nextgen advisors and why DC fees have declined.
Open, honest and candid discussion on January job growth, Mariner's latest deals, RIA M&A declines, TDF recommendations and the viability of fintech record keepers.
Open, honest and candid discussion on Fidelity's deal with insurers, the DOL fiduciary rule, academics' criticism of the DC system, Franklin Templeton's integration of Putnam and more.
