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401(k) Real Talk Episode 74: August 30, 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. IRS delays SECURE 2.0 catch up provisions;
  2. Pensiomark’s parent raises $1 billion;
  3. State programs surpass $1 billion;
  4. Lawsuits filed against Schwab & Prudential caught up in MoveIT data breach; and
  5. What’s on the mind of RPAs these days?


Other interesting news:

  1. Summit Financial partners with Pontera
  2. Vestwell hires Goldman alum to be CSO
  3. Grading School Districts’ retirement plans
  4. How to evaluate a TPA
  5. Retirement income still not a top priority for plan sponsors’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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