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401(k) Real Talk Episode 81: October 18, 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. Saving for emergencies trumps retirement savings
  2. DOL likely to expand fiduciary definition in new rule
  3. Advisor managed accounts lagging home office returns
  4. Morningstar and others pushing back on SEC’s AI rules
  5. The curse of knowledge—how it hurts and limits the 401(k) industry

Other interesting news:

  1. DC industry needs to evolve and cooperate as discussed at Leafhouse conference
  2. Another record setting DC lawsuit settlement
  3. Advisor M&A activity picks up in Q3
  4. PGIM revamps TDF suite
  5. Lawsuit alleges misuse of common practice using forfeiture account

Read the transcript’s RPA Edge mini-media kit

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