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401(k) Real Talk Episode 89: December 13, 2023

Open, honest and candid discussion the November jobs report, Pontera, AI, retirement plan growth in Colorado and the future of 401(k) plans.

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. November jobs report
  2. Washington state investigating Pontera
  3. UCLA Professor Benartzi warns DC industry to get up to speed on AI
  4. Colorado state mandate spurs new plan growth
  5. The convergence of wealth, retirement & benefits at work will revolutionize 401(k) plans

Other intersting news

  1. Hub acquires AFS Retirement led by Alex Asseley
  2. Pontera raises another $60 million
  3. CalSavers reports modest growth
  4. The dirty secret about CITs
  5. How benefit providers are using AI


Read the transcript

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