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.
- Yale professor blames RPAs for DC participant underperformance
- Schlichter targeting healthcare plans by placing Linkedin ads under CAA
- Retired teacher sues TIAA for breach of data that may affect 2.3 million participants
- Funds fees decline 7.5% for larger complexes in 2022
- In a war for 401(k) plans between RIAs and RPAs, who wins?
Other interesting news:
- Plan fiduciaries need more training as stakes get higher
- $13 million settlement by USC highlights high cost of DC litigation
- Fewer 401(k) plans are changing their investment lineup
- Plan sponsors must conduct due diligence on all vendors including RPAs
- Nuveen adds annuities to their TDF
WeathManagement.com’s RPA Edge mini-media kit
Register now to attend Retirement Income Edge, December 13-15, 2023 at The Westin, Nashville, Tenn.
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