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401(k) Real Talk Episode 43: December 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. ESG rule finalized—now what?
  2. Another indie b/d investing in its own reps
  3. Has the RIA M&A market cooled off?
  4. Financial wellness provider shutters doors leaving account holders in lurch
  5. Paychex VP explains how to leverage the growing explosion of small plans

Other interesting news:

  1. Will wealth advisors ever get interested in 401(k) plans?
  2. Loans and hardship withdrawals rising
  3. Record-keeper consolidation to drop in proprietary funds
  4. 401(k) balances take a huge hit
  5. Schlichter firm sued by former partner

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TAGS: Industry
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