401(k) Real Talk Episode 210: September 30, 2026

Published on September 30, 2026

Open, honest and candid discussion about new cloud-based Omni and Relius from FIS, TDF returns, Vestwell board additions, brokers moving away from commission, obstacles to guaranteed income and more.

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Edward Jones to Develop Retirement Plan Management Tech

September 30, 2026
The wealth management firm partnered with Aboon and RPAG to build an end-to-end system covering prospecting through plan servicing for advisors.

Have a Process for Decisions on Major Changes at Your Firm

September 30, 2026
You need to establish some sort of formalized process — to get client input, and to bring the team together. While not everyone will agree, having a process for discussion and reviewing your options gives everyone a voice. If you put that in place, people can understand the “why?” of the decisions that are ultimately made.