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401(k) Real Talk Episode 103: April 24, 2024

Open, honest and candid discussion about record keeper assets rising, the importance of convergence, artificial intelligence and more.

Welcome to this week’s edition of 401(k) Real Talk, where Fred Barstein, contributing editor for’s RPA channel, reviews all of last week’s industry news and selects the five most important/interesting stories.

  1. DC record keeper assets jump 23% in 2023 but will it stem the consolidation tide?
  2. HOW important is convergence to top RPAs?
  3. 401(k) Averages Book changes methodology to include direct fees
  4. How will AI change DC plans?
  5. Advisors must now become pension plan managers

Worth reading:

  1. Ascensus acquires Vanguard’s Simple & SEP business
  2. Head of Captrust M&A departs
  3. Leading behavioral finance advocate dies, leaving rich legacy
  4. DOL proposes voluntary reporting for its lost and found database
  5. Insights into the DOL fiduciary rule


Read the transcript

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