401(k) Real Talk Episode 77: September 20, 2023

RPA Edge 401(k) Real Talk Episode 77: September 20, 2023 Open, honest and candid discussions about the latest news in the RPA industry.

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

  • DC assets top $10 trillion again
  • DC loans subside
  • Retirement plan digital experience rated lower than most other industries
  • New audit requirements give many smaller relief and may inhibit PEP adoption
  • Top 10 compliance traps and litigation tips

    • Other interesting news:

  • Low adoption of annuities due to low advisor knowledge
  • U.S. lags in retirement security
  • Wise Rhino discusses the top 10 things that affect the value of RPAs
  • Vestwell hires CSO to increase M&A activity

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    WeathManagement.com’s RPA Edge mini-media kit

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    Originally posted on: https://www.wealthmanagement.com/rpa-edge/401k-real-talk-episode-77-september-20-2023