401(k) Real Talk Episode 94: February 21, 2024
Open discussion on a DC year-end results, Pontera's deal with Captrust, Michael Kitces on the DOL rule, EBSA recoveries and the awakening of plan sponsors.
Source: wealthmanagement.com
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401(k) Real Talk Episode 93: February 14, 2024
Honest and candid discussion on a federal auto-IRA program, cybersecurity risks, a pension comeback, nextgen advisors and why DC fees have declined.
Source: wealthmanagement.com
401(k) Real Talk Episode 92: February 7, 2024
Open, honest and candid discussion on January job growth, Mariner's latest deals, RIA M&A declines, TDF recommendations and fintech record keepers.
Source: wealthmanagement.com
401(k) Real Talk Episode 91: January 31, 2024
Open, honest and candid discussion on Fidelity's deal with insurers, the DOL fiduciary rule, academics' criticism of the DC system and more.
Source: wealthmanagement.com
401(k) Real Chat: Candidly's Laurel Taylor | Wealth Management
Retirement industry thought leaders answer three probing questions on critical issues, providing an open, honest and candid dialogue.
Source: wealthmanagement.com