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401(k) Real Talk Episode 95: February 28, 2024

Open, honest and candid discussion about the demise of 401(k) plans, consolidating retirement accounts, tech in DC plans and plan sponsors demanding more from their advisors.

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. Bloomberg columnist predicts the demise of 401(k) plans
  2. GAO calls for one agency to help participants consolidate retirement accounts
  3. Envestnet group president advocates for more technology to help wealth advisors work with DC plans
  4. 401(k) plan sponsors demanding more from their advisor

Worth reading:

  1. Hub launches PEP
  2. SEC fines LPL for use of texting apps
  3. Understanding advisor compensation requirements under ERISA
  4. TIAA’s in-plan retirement income option reaches $30 billion
  5. After selling their retirement division to OneDigital, Wintrust moves to LPL from Wells Fargo


Read the transcript


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