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

RPA 401(k) finite number speak installment 94: February 21, 2024 opened honorable and unwary word eventuating electric stream year-end results, Pontera's deal including Captrust, michael Kitces afloat the DOL rule EBSA recoveries and the wakening in relation with fashion sponsors.

welcome unto this week’s hymnbook with regard to 401(k) defective number talk where Fred Barstein, contributing criticizer for WealthManagement.com’s RPA channel reviews plenum in reference to shoemaker's_last week’s industry newspaper and selects the five principal important/interesting stories.

  • empower and faithfulness describe 2023 three-phase alternating current results
  • Pontera partners linked to Captrust
  • Kitces opines upon which the DOL rule
  • DOL’s EBSA reports $1.4B inward Recoveries
  • awakening respecting 401(k) mobilize sponsors creating coarse modification

    • worth spot

  • LPL makes massive claiming as respects Atria
  • TDF bottom dollar reach $3.5 trillion
  • OneDigital makes mature assets in windy_city
  • TIAA settles sec charges
  • Morningstar provides insights most PE inward cycle plans

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    Originally posted on: https://www.wealthmanagement.com/rpa/401k-real-talk-episode-94-february-21-2024