AI Adoption Doubles Since 2023
Businesses Integrate ESG Metrics, Avoid DEI in Incentive Plans
Scott Duba Named President at Prime Capital Financial; Will McGough Appointed CIO
Financial Stress May Lead Employers to Rethink Benefits Strategy
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Latest 401(k) News
Smolen to Lead Empower’s Workplace Solutions Unit
Recordkeepers List PEPs, Personalization as Leading Priorities
Trump Skips ‘401(k)s for Housing Down Payments’ Details in Davos Speech
Rollovers Hit $1 Trillion as Workers Move to Employer Plans
A Simple Formula for Retirement with Dignity
Ascensus Hits $300B in 529 Assets
Featured 401(k) News
OneDigital Launches Alts Access in 401(k)s
6 Top International Retirement Destinations for 2026
Alto Grows Business Development Leadership
Creative Planning Acquires Baseline Wealth Management
IRAs, 401(k)s, Drive Growth in U.S. Retirement Assets
Nationwide Welcomes New Leaders, Income Lab Launches AI Scribe
Trump Plan to Use 401(k) Money for Housing Down Payments to be Revealed in Davos Next Week
Financial, Retirement Stress Influences Employee Performance
‘America-First’ Line of Separately Managed Account Investment Vehicles Debuts from Trump Media, Partners
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401(k) Specialist Podcast
Previewing the Nestimate Retirement Income Summit with Kelby Meyers
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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