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401(k) Real Talk Episode 39: October 26, 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. The Standard increases DC assets by 60% with acquisition of Securian Financial
  2. Has a broker/dealer entered the 401(k) record-keeping market?
  3. Number of RIA deals up 23%, but more smaller deals increase 54%
  4. Cerulli’s Shawn O’Brien sizes up the convergence opportunity and whether RPAs or providers are best positioned
  5. Intellicents’ Grant Arends win top RPA award

Other interesting news:

  1. IRS increases 401(k) limits
  2. Cambridge launches new retirement readiness tool
  3. CAPTRUST buys RPA firm
  4. Are managed accounts fraught with danger?
  5. How to reduce litigation risk

Watch past episodes of 401(k) Real Talk

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