401(k) Real Talk Episode 98: March 20, 2024

401K TV brought to you by RPA 401(k) Real Talk Episode 98: March 20, 2024 Open, honest and candid discussion about 401(k) led retirements, the DOL fiduciary rule, the changing business models for record keepers and more.

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.

  • Retirement led by 401(k) plans jump in Q4 2023
  • DOL sends fiduciary rule to OMB—likely effect in 30-90 days
  • CFP research shows investors expect advisors to act in their best interest
  • Changing business models of record keepers changing advisors’ role
  • Conflict in the financial services industry is inevitable

    • Worth reading:

  • How starter 401(k) plans compare to other small businesses options
  • The father of 401(k) plans offers new ways to help people save more
  • Fidelity study provides overview of the state of the retirement planning
  • PEPs still struggle to achieve cost savings

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    Originally posted on: https://www.wealthmanagement.com/rpa/401k-real-talk-episode-98-march-20-2024