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401(k) Real Talk Episode 45: December 14, 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. Job growth still robust in November
  2. RIA's No. 1 priority is recruiting over client acquisition
  3. Plan sponsors using plan design and participant engagement to help recruit
  4. Human Interest signs up large home service franchisee aggregator
  5. RPAs weigh in on whether the time is ripe for retirement income

Other interesting news:

  1. RIAs starting to require non-competes with their advisors
  2. New bill would create portable retirement plan
  3. EBRI ranks goals and successes of financial wellness programs
  4. Robinhood offers match to gig workers
  5. Vestwell upgrades system


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