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401(k) Real Talk Episode 137: January 29, 2025

Open, honest and candid discussion the impact of the Trump administration on DC plans, student loan programs, the expected tsunami of 401(k)s 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. What DC plans and participants can expect from the new Trump administration
  2. JP Morgan latest victim of forfeiture lawsuit
  3. Are student loan programs worth the cost for employers?
  4. How to handle the expected tsunami of new 401(k) plans

This week’s LinkedIn poll: The most likely Super Bowl match up will be ...

Worth reading/listening/noting:

  1. Best practices when switching providers
  2. Supreme Court to hear ERISA burden of proof arguments
  3. Rating retirement readiness scores
  4. American Funds launches new programs for business owners
  5. CFP ranks top 100,000

 

Read the transcript

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