401K TV brought to you by RPA 401(k) Real Talk Episode 97: March 13, 2024 Open, honest and candid discussion about February job growth, CITs in 403b plans, Gen Z and data sharing, the annual NEPC audit and more.

Fred Barstein | Mar 13, 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.

February job growth exceeds expectations 

House takes step to allow CITs in 403b plans 

Gen Z willing to share data to get more personalization

NEPC annual survey highlights future for retail plans

The dangers of using an inexperienced ERISA auditor

Worth reading:

Group plan primer as PEPs and others continue to grow

How DCIOs are adjusting to the active fund runoff

SEC Chair Gensler defends his AI proposal

How larger plans are approaching retirement income solutions

Fred Reish surveys recent court cases and ERISA litigation trends

 

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