This 401k Real Talk episode discusses how the DC industry remains slow in adopting AI due to outdated tools, while partnerships like Orion’s with Pontera may provide more holistic financial planning options for wealth advisors. Additionally, private equity firms, including KKR and Apollo, are increasingly eyeing the $11 trillion DC market while concerns over regulatory and fiduciary issues in DC plans continue to rise.

Small-molecule CDMOs face challenges like funding cuts, supply chain disruptions, and growing demand, yet they remain essential in balancing supply and demand, driving innovation, and improving patient outcomes. This article discusses that in order to thrive, they must continue embracing innovation, streamlining operations, and ensuring flexibility and scalability in their production processes, while focusing on patient-centric drug discovery and integrating advanced manufacturing technologies.

This conversation was about the implications of the 2025 CMS Final Rule for the home care industry. Key insights include that home care providers are facing rising costs and staffing challenges, but payment increases from CMS have been minimal, only around 0.5%. Technology and automation, such as leveraging AI for documentation, can help home care providers become more scalable and efficient.

America’s healthcare system is under financial strain due to rising levels of uncompensated care, with patient debt contributing to delayed treatments and poorer health outcomes. This article explores how healthcare organizations must adopt strategies like financial assistance programs, improved revenue cycle management, and strengthened patient engagement to address this.

Many employers overlook the importance of regular 401(k) benchmarking audits, which can lead to costly plans and legal risks. By conducting these audits, companies can improve plan offerings, reduce fees, and ensure better financial outcomes for employees, ultimately benefiting both the workforce and the company's reputation.

Retailers are forecasted to hire between 400,000 to 500,000 seasonal workers to keep up with increased consumer activity this holiday season. Seasonal hiring is different from regular hiring due to the time crunch, high volume of applicants, and need for quick onboarding. Retail environments are particularly susceptible to theft and fraud, and without proper screening, companies open themselves up to significant losses.