401(k) Real Talk Episode 123: September 25, 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. Retirement plans reach $40 trillion
2. Fidelity restricts credential sharing
3. DC websites failing
4. Commonwealth launches a PEP
5. Attributes of a great RPA
6. This week’s poll: Who are the most advisor-friendly record keepers?

Worth reading/listening/noting:

1. Half of all RPAs expect to leverage AI
2. U.S. House passes anti-ESG bill
3. T Rowe releases annual RPA/consultant survey
4. 401Go partners with Pontera
5. Blackrock and Microsoft plan $30 billion AI fund

Read the transcript