401(k) Real Talk Episode 95: February 28, 2024

401K TV brought to you by RPA>Retirement News 401(k) Real Talk Episode 95: February 28, 2024 Open, honest and candid discussion about the demise of 401(k) plans, consolidating retirement accounts, tech in DC plans and plan sponsors demanding more from their advisors.

Fred Barstein | Feb 28, 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.

Bloomberg columnist predicts the demise of 401(k) plans

GAO calls for one agency to help participants consolidate retirement accounts

Envestnet group president advocates for more technology to help wealth advisors work with DC plans

401(k) plan sponsors demanding more from their advisor

Worth reading:

Hub launches PEP

SEC fines LPL for use of texting apps

Understanding advisor compensation requirements under ERISA

TIAA’s in-plan retirement income option reaches $30 billion

After selling their retirement division to OneDigital, Wintrust moves to LPL from Wells Fargo

 

Read the transcript

 

TAGS: Retirement Planning Industry 0 comments Hide comments Comment * Switch to plain text editor

More information about text formats

Text format CommentsPlain text Comments

• Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

• No HTML tags allowed.
• Web page addresses and e-mail addresses turn into links automatically.
• Lines and paragraphs break automatically.

PublishLog in or register to comment Save Leave this field blank

• Load More
• Next Article

.article-158339.article-programmed .big-article__top { border-color: } .article-158339 .indicator-brand a { color: }

Owl Media Group takes pride in providing social-first platforms which equally benefit and facilitate engagement between businesses and consumers and creating much-needed balance to make conducting business, easier, safer, faster and better. The vision behind every platform in the Owl Media suite is to make lives better and foster a healthy environment in which parties can conduct business efficiently. Facilitating free and fair business relationships is crucial for any thriving economy and Owl Media bridges the gap and open doors for transparent and successful transacting. No advertising funds influence the functionality of our media platforms because we value authenticity and never compromise on quality no matter how lucrative the offers from advertisers may seem.

Originally posted on: https://www.wealthmanagement.com/retirement-news/401k-real-talk-episode-95-february-28-2024