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401(k) Real Talk Episode 113: July 10, 2024

Open, honest and candid discussion about the job market, private equity in DC plans, Fi360's annuity tool and more.

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. Job market cools in June. Are interest rate cuts next?
  2. Is private equity coming to a DC plan near you?
  3. Fi360 launches in-plan annuity comparison tool
  4. How to rate a retirement plan advisor

Worth reading/listening/noting:

  1. 401Go’s CEO discusses how technology can help DC record keepers better serve the small/startup market
  2. DOL reports more study required for pension buyouts
  3. California adds high school literacy requirements
  4. Brokerage associations join the lawsuit against the DOL fiduciary rule

 

Read the transcript

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