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.
- DC providers not bullish on AI
- Pontera integrates with $5 trillion Orion
- KKR targets 401(k) market with recent hire
- Over 600,000 DC plans have at least one fiduciary or regulatory red flag
- Purist 401(k) RPAs will struggle to grow and survive
This week’s LinkedIn poll: Plan sponsors should be able to use forfeiture accounts to:
Worth reading/listening/noting:
- ESG funds struggle to gain traction
- Hub acquires $2 billion Pennsylvania Commonwealth advisory firm, capping 48 deals in 2024
- District court dismisses managed account lawsuit
- RIA/RPA M&A activity hits new high in 2024
- Creative Planning CEO net worth balloons to $11 billion
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