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401K TV

401(k) Real Talk Episode 60: May 17, 2023

Open, honest and candid discussions about the latest news in the RPA industry.

Welcome to this week’s edition of 401(k) Real Talk, where Fred Barstein, contributing editor for WealthManagement.com's RPA Edge, reviews all of last week’s industry news and selects the five most important/interesting stories.

  1. Vestwell partners with JPMorgan Chase, the largest US bank
  2. RLC sells just after the anniversary of founder’s death  
  3. AON settles prop fund lawsuit with Schlichter
  4. How to stem the tide of DC lawsuits
  5. DC industry needs to up its game to service participants

Other interesting news:

  1. Pew estimates cost of retirement shortfall
  2. New fiduciary service evaluates annuities
  3. Benefits highlighted more than ever in offers
  4. Why most small businesses do not offer a retirement plan
  5. Investors bullish on AI advice

 

WeathManagement.com’s RPA Edge mini-media kit

 

Watch more 401(k) TV

TAGS: RPA Industry
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