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Open, honest and candid discussions and dialogue on the most critical issues facing the RPA space.

401(k) Real Talk Episode 107: May 22, 2024401(k) Real Talk Episode 107: May 22, 2024

Open, honest and candid discussion about Congress' attempts to foil the DOL fiduciary rule, a Cerulli report on managed accounts, Pontera adding Stifel and more.

Fred Barstein, The Retirement Adviser University,

May 22, 2024

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.

Worth reading/listening to:

Read the transcript

About the Author

Fred Barstein

The Retirement Adviser University,, Founder and CEO

Fred Barstein is founder and CEO of The Retirement Adviser University, a collaboration with UCLA Anderson School of Management Executive Education, The Plan Sponsor University and 401kTV. He had been contributing editor for InvestmentNews where he created RPAConvergence and the RPA Roundtables & Thinktanks for senior managers at DC record keepers, aggregators, broker dealers and CIOs. He helped create the National Association of Plan Advisors as a member of the founding Leadership Board, Chair of the Membership Committee and was founding Editor-in-Chief for NAPA-Net which he led until 2016. Barstein received his Bachelor of Arts Degree from Boston College and his Law Degree from Cardozo School of Law, Yeshiva University.

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