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401K TV

401(k) Real Talk Episode 109: June 12, 2024

Open, honest and candid discussion about May's job numbers, managed accounts lawsuits, OneDigital and a 'second' golden age for the 401(k) industry.

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. Job market rebounds in May
  2. New lawsuit cites high costs in managed accounts QDIA
  3. Lawsuit against TIAA for managed account sales tactics survives motion to dismiss
  4. OneDigital buys retirement plan services of another bank
  5. Is the 401(k) industry entering a ‘second’ golden age?

Worth reading/listening to:

  1. Allianz hires new DC distribution executive
  2. Survey shows DC plan sponsors want to add retirement income options
  3. JPMorgan deepens relationship with Vestwell
  4. Vanguard notes DC matches disproportionally benefit the wealthy
  5. Survey details how employees want and expect financial planning at the workplace


Read the transcript

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