RPA

News, trends and opportunities for advisors to plan sponsors.
Stay up to date with the latest developments in the retirement plan advisor space with our free RPA e-newsletter.
Join today.

Highlights

How AI, Remote Work Are Boosting Productivity

Jan 13, 2025

Resulting in massive changes affecting benefits and 401(k) plans.

Cerulli: Financial Advisors to Sell More Retirement Plans as Micro DC Market Grows

Jan 10, 2025

A survey of DC recordkeepers found a large majority expect to see more financial advisors selling 401(k) plans...

RPA 401k Real Talk with Fred Barstein retirement news

401(k) Real Talk Episode 134: December 18, 2024

Dec 18, 2024

Open, honest and candid discussion about Gallager acquiring Assured Partners, Vanguard’s new wealth unit, back...

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How to Win More Retirement Plan Advisor RFPs

Dec 16, 2024

RPAs need to hone their skill set.

401(k) Real Talk Episode 133: December 11, 2024

Dec 11, 2024

Open, honest and candid discussion about the recent jobs numbers, the GAO's warning against crypto in DC plans, the Portability Service Network and more.

401(k) Real Chat: Jania Stout

Dec 10, 2024

Jania Stout, newly minted president of Prime Capital Retirement & Wellness, answers three probing questions on critical issues, providing an open, honest and candid dialogue.

Regulations and Complex Food Chain Hinder 401(k) Plans

Dec 09, 2024

Yet they may also be powerful weapons.

401(k) Real Talk Episode 132: December 4, 2024

Dec 04, 2024

Open, honest and candid discussion about Trump's pick for DOL secretary, CI Financial's takeover, Bain Capital closes Envestnet...

A Dramatic Transformation of RPAs Is Just Beginning

Dec 02, 2024

Firms unwilling or unable to evolve will become obsolete and conflicted.

401(k) Episode 131: November 27, 2024

Nov 27, 2024

Open, honest and candid discussion about DOL guidance on AI, the agency’s practice of sharing information with plaintiff’s...

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RPA

News, trends and opportunities for advisors to plan sponsors. Stay up to date with the latest developments in the retirement plan advisor space with our free RPA e-newsletter. Join today.

News, trends and opportunities for advisors to plan sponsors.
Stay up to date with the latest developments in the retirement plan advisor space with our free RPA e-newsletter.
Join today.