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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 121: September 4, 2024401(k) Real Talk Episode 121: September 4, 2024

Open, honest and candid discussion about TIAA outsourcing, a new report on IRA rollover abuses, analysis of forfeiture lawsuits, state mandates and more.

Fred Barstein, The Retirement Adviser University,

September 4, 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.

This week’s poll: Within the next five years, what percent of 401(k) assets will be in group plans like PEPs:Worth reading/listening/noting:

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.

See more from Fred Barstein