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.
- Texas court ruling will have chilling effect on ESG funds
- Does PE belong in 401(k) plans?
- DOL’s EBSA recovers $1.4B in 2024
- Advisor headcount stagnates with over 100,000 expected to retire in the next decade
- Will AI wipe out 80% of the financial planning business?
- 401(k) industry’s biggest opportunities are also its biggest challenges
This week’s LinkedIn poll:
What effect will the new Trump administration have on 401(k) and 403(b) plans?
Worth reading/listening/noting:
- What wisdom can advisors get from ERISA lawsuits?
- Vanguard to pay $106M SEC fines over retirement funds
- John Hancock partners with Vestwell
- ERISA excessive fee litigation spikes
- Smart USA shutters PEP business
Read the transcript
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