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401K TV

401(k) Real Talk Episode 9: March 23, 2022

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. 

Stories covered in this week’s edition of 401(k) Real Talk:

  1. Pensionmark acquired by private equity–backed insurance broker
  2. SageView hires wealth management expert
  3. Independent contracting growing for skilled workers
  4. The Department of Labor's fiduciary rule at risk again?
  5. Are RIAs ignoring a big opportunity to mine defined contribution plans for clients?

Other interesting news:

  1. Social Security software demand growing
  2. Conflicting guidance on cybersecurity by the Securities and Exchange Commission and DOL
  3. Should PE be available in DC plans?
  4. Lawsuit filed against Vanguard’s target date funds
  5. Morningstar lists five key DC trends

Watch past episodes of 401(k) Real Talk

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