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401(k) Real Talk Episode 90: January 24, 2024

Open, honest and candid discussion on Aon's acquisition of NFP, Vestwell's latest funding round, Commonwealth's deal with Pontera, RPA M&A and more.

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

  1. Why did AON acquire NFP?
  2. Vestwell raises another $125 million headed for IPO
  3. Commonwealth partners with Pontera
  4. Supreme Court case could emasculate DOL fiduciary rule
  5. Is the party over for the RPA M&A market?

Worth reading:

  1. DOL issues guidance on pension linked emergency savings
  2. Morningstar outlines best retirement income strategies
  3. A review of the 2023 ERISA litigation landscape
  4. DOL releases report on ERISA audit quality
  5. A comprehensive guide to PEPs


Read the transcript

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