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.
- BofA Blamed for Fiduciary Breach in Forfeiture Reallocation Suit
- Digital Retirement Rollover Firm Capitalize Raises Series B Funding
- Cetera Leans Into Wealth Expertise in 401(k) Participant Programming
- This week’s Poll: Will the demand for TPAs in the next 3 years grow? For: small plan growth, more wealth advisors. Against: PEPs, fintechs & payrolls.
- Fidelity Investments’ 15th Annual 401(k) Plan Sponsor Survey Details the Demand for Participant Services
Worth reading/listening/noting:
- A fiduciary insurer details what plan sponsors should not do
- Does the 89-year-old Social Security system need a major overhaul?
- How the results of opt in and opt out features differ greatly
- JP Morgan adds guaranteed income to their TDFs
- A deep dive into pooled plans
Read the transcript
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