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401K TV

401(k) Real Talk Episode 26: July 27, 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 401(k) Real Talk:

  1. Why are annuities sales breaking records?
  2. New Jersey about to legislate bad policy for its teachers’ retirement plan
  3. Edelman Financial Engines' new financial wellness platform poses big threat to RPAs
  4. Cambridge and Bidmoni partner on digital marketplace
  5. Did the DOL overstep with itseffective ban of crypto?

Other interesting news:

  1. Carson Group’s Jamie Hopkins explains why wealth advisors should be more interested in 401(k) plans
  2. DC participant use of ESG funds is haphazard
  3. Morningstar warns that participants' behavior needs to be part of TDF selection process
  4. Cerulli show data that retirement and wealth markets are converging
  5. Another RIA M&A firms reports that market remains hot

Watch past episodes for 401(k) Real Talk

TAGS: Industry
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