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401(k) Real Talk Episode 91: January 31, 2024

Open, honest and candid discussion on Fidelity's deal with insurers, the DOL fiduciary rule, academics' criticism of the DC system, Franklin Templeton's integration of Putnam 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. Fidelity partners with four insurers to offer in-plan guaranteed income
  2. Experts confirm the convergence of wealth and retirement is critical
  3. DOL to revise their fiduciary rule as a result of a tsunami of comments
  4. DC system under attack by academics
  5. Franklin Templeton riding convergence wave as it integrates Putnam

Worth reading:

  1. Betterment to offer student loan option
  2. Annuity sales post another record year
  3. Cerulli reports how the fiduciary rule could hinder rollovers
  4. Ghilarducci touts federally managed guaranteed solution over DC plans
  5. How advisors should leverage state mandates


Read the transcript

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