Welcome to this week’s edition of 401(k) Real Talk, where Fred Barstein, contributing editor for WealthManagement.com’s RPA channel, reviews all of last week’s industry news and selects the five most important/interesting stories.
- Congress moves to derail DOL fiduciary rule
- Cerulli reports on managed accounts results (Download whitepaper)
- Pontera adds Stifel
- How benefit professionals are leveraging AI
- A peek into the future for 401(k) plans
Worth reading/listening to:
- Vanguard appoints former BlackRock exec CEO
- States are partnering to provide auto-IRA programs
- Goldman wins $43 billion OCIO mandate
- SEC announces rule requiring advisors to alert clients about data breaches
- BlackRock’s head of retirement departs
Read the transcript
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