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401(k) Real Talk Episode 78: September 27, 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. Captrust sells minority interest to Carlyle tripling valuation in three years
  2. New litigation tactic threatens smaller plans and RPAs
  3. DOL successfully defends ESG rule in Texas court
  4. Portability Service Network going live on Oct. 1
  5. 401(k) participants being held back by industry competition, consolidation and conflicts of interest

Other interesting news:

  1. Annuity exemption likely to change with new DOL fiduciary rule
  2. Fidelity, Empower and TIIA receive top website ratings
  3. The need to integrate benefits with retirement plans
  4. TDF lawsuit vs. BlackRock to proceed
  5. How AI can transform the employee benefits world’s RPA Edge mini-media kit

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