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401K TV

401(k) Real Talk Episode 61: May 24, 2023

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. DOL decides not to appeal Florida court decision negating their fiduciary rule
  2. Gallagher acquires Buck Consultants for $660 million
  3. NFP leadership shift sends shock waves through the RPA industry
  4. Sageview owner makes “smart”  investment
  5. Envestnet retirement chief warns of risk of ignoring the exploding 401(k) market

Other interesting news:

  1. GAO provides update on the state of Social Security and examines financial issues the program faces
  2. Envestnet CEO explains why his firm in doubling down on DC market
  3. Fiduciary duties can get murky when advisors sell annuities
  4. Leading wealthtech guru Dani Fava describes why DC tech has been slow to develop and what tech trends she see migrating to 401k plans
  5. Schroders annual survey shows major shifts in how people view retirement’s RPA Edge mini-media kit


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