Welcome to this week’s edition of 401k Real Talk, where Fred Barstein, contributing editor for Wealth Management.com RPA Edge, reviews all of last week’s industry news and selects the five most important/interesting ones
Open, honest and candid discussion about DOL guidance on AI, the agency’s practice of sharing information with plaintiff’s attorneys, record keeper consolidation helping RPAs grow and more.
Open, honest and candid discussion about TIAA outsourcing, a new report on IRA rollover abuses, analysis of forfeiture lawsuits, state mandates and more.
