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.
- Trump’s ‘unusual’ pick for Secretary of Labor
- Abu Dhabi’s Mubadala to take CI Financial private
- Bain Capital closes on Envestnet acquisition
- Expect SECURE 3.0 and a major tax bill next year
- A dramatic transformation of RPAs is just beginning
Worth reading/listening/noting:
- States sue Blackrock, State Street and Vanguard over ESG
- State mandates continue to grow
- A new ruling may open the window for more ERISA litigation
- Experts speculate on the next 50 years for ERISA
Read the transcript
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