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401K TV

401(k) Real Talk Episode 25: July 20, 2022

Open, honest and candid discussions about the latest news in the RPA industry.


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

Stories covered in this week’s edition of 401k Real Talk:

  1. Echelon's Q2 RIA M&A Deal Report
  2. Principal Names Teresa Hassara to Lead Its Workplace Retirement Business
  3. ERISA Complaint Alleges $751K Retirement Account Theft 
  4. The State of the Fiduciary Liability Insurance Market 
  5. DOL Retirement Plan Investigations: Nine Key Areas

Other interesting news:

  1. Alera Group Acquires DFG 401(k) Advisors
  2. Bruce Ashton Joins Alta Trust Company 
  3. DC Sponsors Promote Plan Services to Combat IRA Rollovers, Cashouts / Plan Sponsors Fight to Retain DC Assets of Employees Who Leave or Retire to Prevent Cashouts
  4. Iralogix Adds $22M in Series C Funding 
  5. Why Wealth Management is Increasingly Attractive to 401(k) Advisors 

Watch past episodes for 401(k) Real Talk

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