401(k) Real Talk Episode 116: July 31, 2024

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.

1. Texas court stays implementation of DOL fiduciary rule
2. More participants looking for advice at work
3. ESG rule to be re-evaluated in light of overturning of Chevron
4. The case for and against the convergence of wealth, retirement and benefits at the workplace

Worth reading/listening/noting:

1. Annuities have arrived in TDFs
2. Forfeitures have become a hot litigation touchpoint
3. BC academics question whether PEPs are the answer
4. RIA M&A market stays hot
5. Paychex passes 120,000 plans

Read the transcript