401(k) Real Talk Episode 112: July 3, 2024

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. US Supreme Court emasculates agencies’ power
2. Fisher’s 401k division to spin off
3. Retirement income middleware provider raises capital
4. Record keeper turnover increases 12%
5. The future of 401(k) managed accounts

Worth reading/listening to:

1. NEPC questions whether the value of managed accounts justifies the cost
2. Largest TDF providers continue to dominate
3. Schroeders study highlights top issues for retirement savers
4. SPARK & Vanguard to host SECURE 2.0 workshop
5. What role does AI play in ERISA lawsuits?

Read the transcript