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.
- Schlichter targets TIAA, Morningstar in multi-plan suit
- Among TDFs, CITS are now bigger than mutual funds
- Are retirement investors missing out on PE?
- Selecting an automatic rollover vendor for a qualified pension plan
- World on fire igniting 401(k) plans
Worth reading/listening/noting:
- Benchmarking outcomes, not fees
- Workforce equity concerns may spur more employers to put dollar caps on 401(k) matches
- Fidelity 2024 retiree health care cost estimate
- Mapping 403b failure
- Large-cap active growth equity funds led corporate 401(k) plan investment changes in 2023
Read the transcript
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