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401(k) Real Talk Episode 124: October 2, 2024

Open, honest and candid discussion about Empower acquiring a stock option administrator, forefeiture lawsuits, group plans, HSAs 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. Empower acquiring stock option administrator
  2. How forfeiture lawsuits can affect plan sponsors
  3. Are group plans right for your clients?
  4. HSA momentum building but still has room for improvement
  5. How to spot the next 401(k) record keeper likely to exit

Worth reading/listening/noting:

  1. Defendants win forfeiture lawsuit
  2. Cybersecurity is not just for DC plans
  3. B. Riley may be on the market
  4. Senator Warren defends DOL fiduciary rule attacking insurance providers and their agents

 

Read the transcript

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