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401K TV

401(k) Real Talk Episode 130: November 20, 2024

Open, honest and candid discussion about auto features, state mandates, RIA aggegators, alts in 401(k) plans and more.

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. Are auto features failing?
  2. Do state mandates erode private plans?
  3. RIA aggregators continue to gain market share
  4. Will alts be appearing in a 401(k) plan near you soon?
  5. Who represents the interests of 401(k) participants in Washington?

POLL: Which surprise NFL team is most likely to make the Superbowl in 2025?

Worth reading/listening/noting:

  1. Will the Trump administration help bring more alts to DC plans?
  2. Leafhouse announces CIT featuring PE funds
  3. Wagner Law Group reviews recent forfeiture lawsuits
  4. Corporate Insight reports on user experiences with DC provider websites
  5. Morgan Stanley partners with equity retirement service provider


Read the transcript

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