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401(k) Real Talk Episode 102: April 17, 2024

Open, honest and candid discussion about the DOL rule, Pontera's new retirement plan leadership, the resurgence of senior workers and more.

Welcome to this week’s edition of 401(k) Real Talk, where Fred Barstein, contributing editor for’s RPA channel, reviews all of last week’s industry news and selects the five most important/interesting stories.

  1. OMB fast tracks DOL rule
  2. Pontera turns attention to record keepers
  3. Wharton vice dean explains who retirement is changing
  4. Is financial planning for all viable?

Worth reading:

  1. Ron Carson steps down just before firm hires Dani Fava, former CSO and wealth tech guru at Envestnet
  2. Empower settles lawsuit with former Personal Capital employees
  3. Research says that the federal savers match could dramatically increase savers


Read the transcript


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