Insights

What The Hey Is Going On With 401(k) M&A?

Rick Unser|10/2/2020


When it comes to M&A activity in the retirement service provider ecosystem, there has been a lot of activity to say the least. This is something my guest, Dick Darian, the CEO of Wise Rhino Group saw coming and has been actively involved in. During our conversation we hit on a few recent headline grabbing announcements, how the traditional lines between traditional service provider roles continue to blur and the argument for how all of this M&A activity benefits employers, their retirement plans and participants. Dick also shares his thoughts on one of my observations that the M&A trends seem to be moving in the opposite direction of the litigation trends. Good stuff.

If you liked what you heard today, check out my prior conversation with Dick back in February of 2019. In the coming weeks on the podcast we have thoughts on how the upcoming election could impact retirement plans, you might have seen a few headlines about that, we will tackle stable value funds in  this low interest rate environment.


Finally, if you are want to have a little fun while listening, my microphone died while recording this episode, see if you can tell when I had to switch things out. That’s it, I hope you enjoy my conversation with Dick!

Original Posting: https://www.401kfridays.com/podcast/episode/2ffec3bb/what-the-hey-is-going-on-with-401k-manda