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401(k) Real Talk: Episode 67: July 12, 2023

Open, honest and candid discussions about the latest news in the RPA industry.

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. Slower June job growth shows cooling economy
  2. Principal joins Portability Services Network now covering 82 million workers
  3. Sageview loses LPL executive recruited in 2021
  4. Yale wins 403(b) lawsuit spending $15 million to defend
  5. Has PEP growth slowed?
  6. Are fintechs a threat to traditional record keepers?

Other interesting news:

  1. RPA M&A market remains active driven by convergence
  2. Will private equity ever be available to DC participants?
  3. Transamerica report highlights different generational perspectives post-pandemic
  4. Pontera study notes many advisors are not recommending rollovers
  5. Data is the new oil and the next 401(k) landgrab’s RPA Edge mini-media kit

Register now to attend Retirement Income Edge, December 13-15, 2023 at The Westin, Nashville, Tenn.

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