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401(k) Real Talk Episode 31, August 31, 2022

Open, honest and candid discussions about the latest news in the RPA industry.

 

  1. Over half of plan sponsors considering changing their advisor and record keeper       
  2. Trend of people retiring later resumes after the pandemic “Great Retirement” blip
  3. Will attorney sanctions curb 401k lawsuits?
  4. Advisor Group enters RIA M&A market
  5. Banks looking to service start-up and smaller retirement plans

Other interesting news:

  1.  Spat of lawsuits filed against BlackRock target date funds
  2. Smaller RIA aggregator Merit buys an RPA firm
  3. Intellicents CEO Brad Arends explains why his RPA firm is aggressively pursuing wealth management
  4. Do we need to rethink annuities?
  5. How plan sponsors and their RPAs can prepare for the coming onslaught of lawsuits

 

Watch past episodes of 401(k) Real Talk

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