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.
- Retirement Clearinghouse data breach exposes 10,000 SSNs
- Withdrawals climbing due to inflation
- EBSA director outlines DOL agenda
- Broadridge Merging Fi360 & Matrix
- Managed account usage still limited
Other interesting news:
- ARA defends the indefensible K-12 403(b) programs
- Financial Finesse annual status report on the state of wellness program
- State mandates spurring growth of private plans
- House bill would allow CITs in 403(b) plans
- SS&C adds Allianz lifetime income solution
WeathManagement.com’s RPA Edge mini-media kit
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