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401(k) Real Talk Episode 97: March 13, 2024

Open, honest and candid discussion about February job growth, CITs in 403b plans, Gen Z and data sharing, the annual NEPC audit 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. February job growth exceeds expectations 
  2. House takes step to allow CITs in 403b plans 
  3. Gen Z willing to share data to get more personalization
  4. NEPC annual survey highlights future for retail plans
  5. The dangers of using an inexperienced ERISA auditor

Worth reading:

  1. Group plan primer as PEPs and others continue to grow
  2. How DCIOs are adjusting to the active fund runoff
  3. SEC Chair Gensler defends his AI proposal
  4. How larger plans are approaching retirement income solutions
  5. Fred Reish surveys recent court cases and ERISA litigation trends


Read the transcript

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