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401(k) Real Talk Episode 104: May 1, 2024

Open, honest and candid discussion about the DOL fiduciary rule, RIA M&A, the Callan study, 401GO funding 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. How the DOL fiduciary rule with affect advisors
  2. Echelon reports robust Q1 activity
  3. 17th annual Callan study a must read for RPAs
  4. 401GO raises $12 million Series A funding
  5. Societal shifts, technology forcing changes to 401(k) industry

Worth reading/listening to:

  1. What’s next for the buoyant advisor M&A market 
  2. John Hancock’s Wayne Park reveals plans for retirement division after one year in the driver’s seat
  3. Advanced record keeper tech affording more personalization
  4. Blackrock announces new retirement income service


Read the transcript

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