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401(k) Real Talk Episode 105: May 8, 2024

Open, honest and candid discussion about the first lawsuit against the DOL fiduciary rule, April job numbers, JP Morgan data breach 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. Lawsuit filed against DOL fiduciary rule immediately after it was published
  2. April job numbers slow down, not meeting expectations  
  3. JP Morgan reports a data breach affecting 451,000 plan participants
  4. LPL signs its first succession deal with an eternal practice
  5. Trust is the superpower of 401(k) plans

Worth reading/listening to:

  1. Acting DOL Secretary takes heat at Congressional hearing about new fiduciary rule
  2. Alternative investments continue to struggle to get on 401(k) plan menus
  3. Are CITs really cheaper than mutual funds or is it a shell game?
  4. Cerulli quantifies the benefits of technology for advisors


Read the transcript

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