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401(k) Real Talk Episode 85: November 15, 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. Update on DOL’s retirement security rule
  2. Morningstar and Envestnet collaborate with Matrix and Iralogix
  3. Portability Service Network goes live
  4. CITS surpass mutual funds in DC plans
  5. 401(k) industry sends urgent call to wealth advisors

Other interesting news:

  1. Millions of COVID-19 retirees not returning to work as expected
  2. ADP partners with Hueler to offer annuities
  3. United Airlines sues advisory service
  4. AI could lead to higher rates of 401(k) account takeover
  5. More news about the DOL Rule:
    1. Snarky remarks by Senate committee
    2. NAPA defends fixed index annuities
    3. Associations ask for more time to comment


Read the transcript

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