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401K TV

401(k) Real Talk Episode 88: December 6, 2023

Open, honest and candid discussion about retirement income, PEPs, investing options, job dissatisfaction and the word of the year.

Welcome to this week’s edition of 401(k) Real Talk, where Fred Barstein, contributing editor for WealthManagement.com's RPA Edge, reviews all of last week’s industry news and selects the five most important/interesting stories.

  1. In-plan retirement income at a tipping point
  2. Aon doubles assets in PEP
  3. Fear of litigation shrinking investment menus
  4. Job dissatisfaction grows among recent job changers 
  5. Why authentic is the Merriam-Webster word of the year

Other interesting news:

  1. Voya survey shows disconnect on retirement readiness by participants and plan sponsors
  2. What’s on tap for public policy in 2024
  3. Dave Ramsey trashes 4% withdrawal rate and bears the brunt of industry criticism
  4. Cerulli notes growing demand of financial advice

 

Read the transcript

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