Commonwealth’s CenterBridge Joins Independent Financial Partners
Trump Signs EO Challenging Proxy Advisors Promoting ESG, DEI Investing
Micruity Raises $20M, WIPN Introduces 2026 Board of Directors
Employee Participation in 403(b) Plans Jumps for 2024
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Latest 401(k) News
House Passes INVEST Act, Sends it to Senate
Advocates for CITs in 403(b)s Express Support for INVEST Act that Could Pass House Today
AI Technology ‘Key Differentiator’ Among Retirement Plan Websites
Future Retirees Picture a Retirement ‘Filled with Adventure’ Compared to Past Generations
ADP Launches PEP with Embedded Payroll, Recordkeeping Integration
TIAA Broadens Access to Financial Advice with Latest Campaign
Featured 401(k) News
Sens. Cassidy, Kaine Honored as ‘Champions of Retirement Security’
HSA Eligibility Expansion Under OBBB Detailed in New IRS Guide
401GO Raises $33 Million in Series B Funding to Expand Advisor and Embedded Partner Ecosystem
Vestwell to Acquire Accrue 401k
BofA Enhances Workplace Benefits Platform
Gen X Didn’t Prioritize Retirement Saving Until 50—Can They Catch up?
Workers Turn to Employers to Provide Paycheck-Linked Financial Guidance
Retirement Optimism Dips Worldwide as Workers Struggle with Inflation, Reduced Education
Vanguard Launches Fixed Income Offering
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Keep up-to-date on the latest news in the 401(k) retirement industry. Right to your inbox.
Sign up today to receive your FREE subscription to the only publication written exclusively for the 401(k) advisor!
Sign up for our email newsletter
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 Future of Retirement Planning with Morningstar Retirement’s Michael Allen
Fresh Off the Press: Issue 3 – 2025
10 Years: Thousands of stories. One Mission.
401(k) Specialist celebrates a decade of driving progress, purpose, and professionalism in the retirement plan industry.
1PROFILES IN PARTICIPANT OUTCOMES
Our latest profiles include “Untangling Complexity in a Large Plan” about how Corebridge Financial worked with The Salvation Army Southern Territory to simplify complex plan structures and enhance communication; and “Discovering Alignment with The Breit Group,” where a husband-and-wife RIA team in North Carolina are redefining what it means to align technology with human connection.
2Higher Returns, More Active Management Add Complexity to Private Investments in DC Plans
As regulatory barriers to private investments in 401(k) plans shrink, advisors assess risks, fee structures, and possible fiduciary liabilities before embracing alts in retirement plans.
3A Playbook on the IRS’s Final Regulations on the Roth Catch-Up Contribution Requirement Under SECURE 2.0
The Wagner Law Group’s Jon Schultze and Barry Salkin explain the coming changes.
4Advisors Gaining Popularity Along with the PEPs They’re Selling
New research highlights positive effects of skyrocketing pooled employer plan sales.
Best of the Rest – 401(k) News
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