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401(k) Real Talk Episode 96: March 6, 2024

Open, honest and candid discussion about the flexPATH lawsuit verdict, AI in DC plans, employee engagement, convergence and retirement plan advisor due diligence.

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. flexPATH prevails in Wood lawsuit
  2. How AI can improve the DC system
  3. How to measure employee engagement
  4. Retirement plan advisory firms leaning into the convergence
  5. The increasing importance of retirement plan advisor due diligence

Worth reading:

  1. Will there be a new retirement paradigm?
  2. More advisors managing clients’ DC accounts
  3. How three hours of education can improve retirement readiness
  4. Robinhood targets the gig economy
  5. Vanguard CEO retires suddenly without obvious successor


Read the transcript

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