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401(k) Real Talk Episode 94: February 21, 2024

Open, honest and candid discussion on DC year-end results, Pontera's deal with Captrust, Michael Kitces on the DOL rule, EBSA recoveries and the awakening of plan sponsors.

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. Empower and Fidelity report 2023 DC results
  2. Pontera partners with Captrust
  3. Kitces opines on the DOL rule
  4. DOL’s EBSA reports $1.4B In Recoveries
  5. Awakening of 401(k) plan sponsors creating massive change

Worth reading:

  1. LPL makes massive acquisition of Atria
  2. TDF assets reach $3.5 trillion
  3. OneDigital makes big acquisition in Chicago
  4. TIAA settles SEC charges
  5. Morningstar provides insights about PE in DC plans


Read the transcript

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