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401(k) Real Talk Episode 117: August 7, 2024

Open, honest and candid discussion about the July jobs numbers, Captrust hitting $1 trillion in assets, the end of the war for talent and more.

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. Jobs numbers cool off
  2. Captrust hits $1 trillion in assets
  3. Whistleblower: TIAA pushes costly retirement products to cover losses
  4. The time is right for a national retirement savings plan
  5. How will the end of the war for talent affect 401(k) plans?

Worth reading/listening/noting:

  1.  A budding TPA network sells to a PE firm
  2. Why employees hate HR professionals who are miserable in their jobs
  3. Alt managers partnering to get greater distribution
  4. How a generative AI system handled a 401(k) question
  5. Why advisors should carefully choose their investment banker

 

Read the transcript

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