401(k) Real Talk Episode 111: June 26, 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.

1. DOL defends fiduciary rule in Texas court
2. DC assets grew 15.6% led by move to passive investing
3. Fisher minority sales shocks industry but does not set benchmark
4. Wealthies finalists named, expanding to 8 RPA categories
5. In-plan retirement income: An industry waiting to be born

Worth reading/listening to:

1. RPAs put AI to work
2. T Rowe launches retirement income comparison tool
3. CITs continue to grow but limitations remain
4. Future Capital launches service to help wealth advisors manage held-away assets
5. Milliman wins TDF lawsuit

Read the transcript