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

401k Real Talk Episode 138: February 5, 2025401k Real Talk Episode 138: February 5, 2025

Open, honest and candid discussion about DC providers skeptical of AI, Pontera's partnership with Orion, KKR moving into the 401(k) market and more.

Fred Barstein, The Retirement Adviser University,

February 5, 2025

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 LinkedIn poll: Plan sponsors should be able to use forfeiture accounts to:

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.

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