401(k) Real Talk Episode 182: March 4, 2026
Автор: WealthManagement Informa
Загружено: 2026-03-04
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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.
1. Could the new Trump retirement initiative compete with the private sector? https://www.wealthmanagement.com/rpa-...
2. TDFs surpass $5 trillion https://www.napa-net.org/news/2026/2/...
3. Forfeiture lawsuit settles for $42.7 million https://www.pionline.com/institutiona...
4. T Rowe Price lays out roadmap for RPA use of AI https://www.troweprice.com/financial-...
5. RPAs Face Growing Competition from Wealth Advisors https://www.wealthmanagement.com/rpa-...
Worth reading/listening/noting:
1. Vestwell and Morgan Stanley partner with Carta, which supports 50,000 private companies https://carta.com/blog/carta-401k-ves...
2. Agentic AI 101 for advisors by Wealth Management’s Davis Janowski https://www.wealthmanagement.com/arti...
3. Morningstar and Altra Trust launch new multimanager CITs https://www.businesswire.com/news/hom...
4. SPARK opines on new Trump accounts https://www.sparkinstitute.org/wp-con...
5. How not to get sued https://401kspecialistmag.com/how-not...
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