401(k) Real Talk Episode 127: October 23, 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. GAO begin study of the practice of using data to cross sell
2. Professor asks whether the current DC system can handle a mobile workforce
3. Jania Stout departs OneDigital to lead Prime Capital Retirement
4. RPA Aggregator Roundtable: Radical sea change happening now

POLL: Who is in the best position to decide who should help DC participants with financial needs beyond retirement?

Worth reading/listening/noting:

1. Data breach impacts University of California Retirement Savings Program accounts
2. Guide to buying cyber insurance
3. ERISA Committee wants guidance on student loan matching
4. The case for plan advisors to integrate SECURE 2.0 emergency savings solutions
5. T Rowe and PacLife partner on lifetime income solution

Read the transcript