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401(k) Real Talk Episode 68: July 19, 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. 370,000 Fidelity DC client data compromised
  2. SMartX offering no-cost managed accounts
  3. PCIA raises capital to acquire advisors
  4. Recruiting and cost top benefit priorities
  5. How the pandemic has changed 401(k) plans

Other interesting news:

  1. Focus Financial sells to PE firm for $7 billion
  2. Verizon settles 401(k) lawsuit for $30 million
  3. Vestwell raises money again from new PE partner
  4. Fred Reish on the state of IRA rollover regulation and compliance
  5. Study shows that retirement plans are powerful retention tool’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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