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401(k) Real Talk Episode 40: November 2, 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. Annuity sales reach record highs
  2. Cetera invests in RIA using their platform
  3. Major trends in ERISA litigation
  4. How to deliver “peace of mind” to investors nearing retirement
  5. TPSU launches new RPA due diligence service
  1. LPL reports strong growth and earnings
  2. SEC proposal clamps down on use of third parties
  3. What’s driving the growth of managed accounts?
  4. Inflation hurts plan contributions
  5. John Sullivan departing 401kSpecialist


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