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401(k) Real Talk Episode 32: September 7, 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.

  1. UBS calls off $1.4 billion Wealthfront acquisition
  2. Goldman completes acquisition of NextCapital
  3. August job growth slows
  4. Historic declines in life expectancy
  5. Alera hires new head of retirement services

Other interesting news:

  1. What to do when your advisor or record keeper is acquired
  2. RIA aggregator CI Financial get cold shoulder from investors
  3. How plan sponsors should prepare for mergers & acquisitions
  4. California to require even the smallest organization for offer a retirement plan
  5. DOL updates guidance on auditors

Watch past episodes of 401(k) Real Talk

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