401K TV brought to you by RPA>Retirement News 401(k) Real Talk Episode 107: May 22, 2024 Open, honest and candid discussion about Congress' attempts to foil the DOL fiduciary rule, a Cerulli report on managed accounts, Pontera adding Stifel and more.

Fred Barstein | May 22, 2024

Welcome to this week’s edition of 401(k) Real Talk, where Fred Barstein, contributing editor for WealthManagement.com’s RPA channel, reviews all of last week’s industry news and selects the five most important/interesting stories.

Congress moves to derail DOL fiduciary rule

Cerulli reports on managed accounts results (Download whitepaper)

Pontera adds Stifel

How benefit professionals are leveraging AI

A peek into the future for 401(k) plans

Worth reading/listening to:

Vanguard appoints former BlackRock exec CEO

States are partnering to provide auto-IRA programs

Goldman wins $43 billion OCIO mandate

SEC announces rule requiring advisors to alert clients about data breaches

BlackRock’s head of retirement departs

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