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401(k) Real Talk Episode 84: November 8, 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. Industry reacts to DOL’s new retirement security rule
  2. October job growth slows
  3. Creative Planning buys Mesirow’s $13 billion retirement business
  4. Schwab announces massive layoffs
  5. Broker/dealers at the vortex of the convergence of wealth, retirement & benefits at the workplace

Other interesting news:

  1. Payroll Integration raises $20 million
  2. DC cost of living increases announced
  3. IBM revises match to save money
  4. Why smaller businesses are reluctant to start a DC plan
  5. Fidelity introduces alts in their target date series for the first time


Read the transcript

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