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401(k) Real Talk Episode 127: October 23, 2024401(k) Real Talk Episode 127: October 23, 2024

Open, honest and candid discussion about using data to cross sell, whether the DC system can handle a mobile workforce, a sea change happening now and more.

Fred Barstein, The Retirement Adviser University,

October 23, 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.

GAO begin study of the practice of using data to cross sell
Professor asks whether the current DC system can handle a mobile workforce
Jania Stout departs OneDigital to lead Prime Capital Retirement
RPA Aggregator Roundtable: Radical sea change happening now

POLL: Who is in the best position to decide who should help DC participants with financial needs beyond retirement?

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