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401(k) Real Talk Episode 76: September 13, 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. DOL fiduciary rule submitted to OMB just as lawmakers call for halt
  2. Credit Karma launches AI financial assistant
  3. Wall Street targeting less affluent investors
  4. Wealthies recognizes 6 RPA providers
  5. What are the biggest opportunities and challenges facing 401(k) plans today?

Other interesting news:

  1. Why attend Wealth@Work, according to CEO Ross Marino
  2. What’s behind the recent move by Sageview’s Randy Long?
  3. Is ESG investing finally dead?
  4. AT&T files for rehearing on DC lawsuit
  5. Are plan sponsors ready to adopt retirement income?’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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