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401(k) Real Talk Episode 83: November 1, 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. Private equity targeting retirement accounts
  2. How litigation has changed ERISA plans
  3. HSAs growing but still lag expectations
  4. Fidelity’s Dave Gray on blockchain, the Portability Service Network and the looming threat to fiduciary RPAs
  5. What is “the ideal 401(k) investment menu?”

Other interesting news:

  1. Schwab responds to issues with TD integration at IMPACT
  2. The potential dangers of a federal retirement system
  3. Candidly adds emergency savings
  4. Are plan sponsors ready for managed account?


Read the transcript

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