RPA 401k Real Talk with Fred Barstein retirement news
401(k) Real Talk Episode 110: June 20, 2024
Jun 20, 2024
Open, honest and candid discussion about forfeiture lawsuits, hybrid TDFs with annuities, new hires at Cetera and Allianz Life and more.
Charles Schwab
Schwab’s Aguilar Eyes 20% Growth After $1.2T Milestone
Jun 17, 2024
Schwab is the fifth-largest issuer of exchange-traded funds in the US, with its nearly $350 billion suite having more than doubled since 2019.
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A Terrifying and Brilliant Future for 401(k) Providers and Advisors
Jun 17, 2024
Requiring greater collaboration, cutting edge technology and enabled workers and partners.
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401(k) Matches on Student Loan Payments Gain Foothold in Corporate America
Jun 14, 2024
Roughly 100 clients of Fidelity Investments are rolling out expanded benefits to help employees struggling to pay down debts and save for retirement.
RPA 401k Real Talk with Fred Barstein retirement news
401(k) Real Talk Episode 109: June 12, 2024
Jun 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.
Jerry Patterson Cetera Financial
Cetera Hires Fidelity Exec as Head of Advanced Wealth
Jun 10, 2024
Former Fidelity Investments Life Insurance Company President Jerry Patterson will lead Cetera’s retirement, insurance and annuities segment.
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