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401(k) Real Talk Episode 80: October 11, 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. September job growth surges surpassing expectations
  2. Most advisory firms not meeting needs of clients
  3. Few advisors using managed accounts as the QDIA
  4. Guideline announces first of its kind Start K program
  5. Technology, government and societal changes forcing radical transformation for 401(k) plans

Other interesting news:

  1. Cetera’s PE owner reups
  2. American Funds & Ascensus partner on a new PEP
  3. Pontera partners with Savant Wealth
  4. Citibank gets DOL approval to subsidize cost of ESG investment
  5. CITs booming in small and mid-size DC plans

Read the transcript’s RPA Edge mini-media kit

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