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.
- One America exits DC market selling out to Voya
- Alera Retirement doubles in size with recent deal
- August job numbers show a slowing but not breaking market
- Wealthies awards name 8 RPA providers and advisory firm winners
- Convergence pitting advisors against record keepers at the workplace
- This week’s poll: engagement with financial wellness tools will reach what %/participants within the next 3 years?
Worth reading/listening/noting:
- AI is being used in many ways by financial advisors
- Compliance an important issue as AI usage grows
- How and why plan sponsors should change all vendors, especially record keepers
- What percentage of plans allow for systematic withdrawal?
- T Rowe launches customized TDFs
Read the transcript
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