Manulife John Hancock’s Brandon Radach and Retirement Plan Advisor Search’s Veronica Bray discuss how to win more 401(k) finalist presentations.

Acing the Finalist Presentation: How to Win More 401(k) Plans

byBrian Anderson

Retirement at a Glance

byMFS Investment Management (MFS)

Technology and the Small Plan Market with 401GO’s Sue Hardy and Cheryl Morrison Deutsch

byBrian Anderson

Viking Cove Unveils Advisor Vantage, NFP Expands Leadership

Plus news from Nationwide, T. Rowe Price, and Wealth Enhancement

November 7, 2025

Charles Schwab Acquires Forge Global for $660M

Schwab’s acquisition of the private asset firm strengthens industry’s push to private…

November 6, 2025

Private Market Investments Take Off in Empower’s Retirement Plans

Couple hundred of plan sponsors have adopted the private funds to their retirement…

November 6, 2025

Private Equity's Fast Lane to 401(k)s — Read the current and past issues of 401(k) Specialist and stay up to date on the latest 401(k) industry news.

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Latest 401(k) News

IRI Issues ‘To Do’ List for Congress to Improve Retirement Security

Plan provides an early blueprint for “SECURE 3.0” legislation focused on bipartisan bills…

November 6, 2025

Rising Costs Leave Employees Struggling to Save for Emergencies

Increasing cost of living deters employees from saving adequately to an emergency savings…

November 5, 2025

Bill Would Mandate Employer Contributions

Employers would be required to add 50 cents for each hour worked to participants’ retirement…

November 4, 2025

Most Millionaires Don’t Consider Themselves ‘Wealthy’

New Northwestern Mutual research shows half think their financial planning needs improvement

November 4, 2025

Featured 401(k) News

Midwest Tops Charts in U.S. News 2026 ‘Best Places to Retire’

Changes in methodology from U.S. News & World Report resulted in a complete revamp for the…

November 4, 2025

‘Forgotten’ Accounts: Forget Hyperbole, Here’s a Solution

Tom Hawkins makes the case for an optimal solution to problem of left-behind accounts

November 4, 2025

Taft-Hartley Plan Sponsors Balance Competing Pressures in Controlling Costs, Providing Strong Outcomes

Morgan Stanley survey finds plans report strong need for broad education for both trustees…

November 3, 2025

Investors Show Dwindled Interest in TDFs

However, other research show record growth in the investment funds

November 3, 2025

Employees Retirement System of Texas Adopts Bloomberg Equity Index

ERS moved to the equity index starting Sept. 1

November 2, 2025

Prime Pensions Acquires Presberg

Presberg Pensions, a California TPA, administers retirement plans for SMBs

November 1, 2025

ICI Urges Competitive Marketplace for Trump Accounts

The Investment Company Institute recommended the Treasury Department incorporate an open…

October 31, 2025

2026 IRS Retirement Plan Contribution Limits All But Official

While the IRS hasn’t yet officially announced next year’s limits, the only real mystery…

October 31, 2025

Morgan Stanley Acquires EquityZen, Industry Veterans Unveil HSA Gamified Loyalty Program

Plus, news from Strongpoint Partners, Osaic, Prospera, and AssetMark

October 31, 2025

The Mistake of Firing Prudence

October 31, 2025

Small Business Owners Rely on Financial Guidance

October 30, 2025

Lawmakers Press DOL, SEC on Crypto Exposure in 401(k)s

October 30, 2025

Solid Benefits (Led by Health, Retirement) Keep Most Employees at Current Job

October 30, 2025

Keep up-to-date on the latest news in the 401(k) retirement industry. Right to your inbox.

401(k) Specialist Magazine Delivered
Sign up today to receive your FREE subscription to the only publication written exclusively for the 401(k) advisor!

Keep up-to-date on the latest news in the 401(k) retirement industry. Right to your inbox.

401(k) Specialist Podcast

Technology and the Small Plan Market with 401GO’s Sue Hardy and Cheryl Morrison Deutsch

Technology is transforming the small-plan retirement market—and fast. In this episode of the 401(k) Specialist Podcast, we sit down with Sue Hardy, Head of Plan Operations at Sandy, Utah-based 401GO, and Cheryl Morrison Deutsch, the company’s Chief Experience Officer, to explore how modern automation, integration, and design thinking are…

Greg Jenkins of Invesco helping advisors with 401(k) participant concerns

Bill McLaren of Lincoln Financial on Market Value Adjustments

Fresh Off the Press – Read the Latest 401(k) Digital Edition

Private Equity’s Fast Lane to 401(k)s

Why the drive has accelerated in 2025—and who wants to hit the brakes

Read the latest issue

1PROFILES IN PARTICIPANT OUTCOMES

Our latest installments feature two advisors working to enhance the retirement savings journeys for their clients. Drew Tirney of 401kInABox teams up with a family-owned firm to craft a retirement savings plan through challenging times and different ownerships while our second profile highlights the work of Lorie Jones, founder and CEO of Fearless Financial Advisors.

2U.S. Dominates World Wealth Growth, Millionaire Populations

Recent wealth reports from Capgemini and Henley & Partners reinforce U.S. global wealth growth dominance, reveals fastest-growing domestic ‘Millionaire Hubs.’

3Making Retirement Work in Defined Contribution Plans Today

PGIM’s David Blanchett says not only do older 401(k) participants appear to want lifetime income, but want it even more if it’s available in their workplace retirement plan.

4Plan Sponsors Misaligned with Participants, Advisors on Retirement Readiness

Employers continue to overestimate plan participants’ sense of their retirement readiness, according to 2025 retirement landscape survey from Voya Investment Management.