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401(k) Real Talk Episode 120: August 28, 2024

Open, honest and candid discussion about DOL Jobs growth numbers, phased retirement 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. DOL lowers job growth numbers by 818,000
  2. More older workers using phased retirement
  3. The value of auto features may not be as great as thought
  4. Surprising factor that leads to lower record keeper fees
  5. The Power of Branding for Financial Advisors

Worth reading/listening/noting:

  1. How generative AI may affect advice
  2. Mercer’s PEP exceeds $3.5 bn
  3. Guideline hits $15bn
  4. Why state mandates drive private plans

 

Read the transcript

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