Americans Financially ‘Planning with Purpose’ in 2026
Wealthspire Unveils Wealthspire Institutional, Osaic Taps President
Retirees Thrive Despite Financial Anxieties Ahead
Bob Doll: 7 of 10 2025 Predictions Came to Fruition
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Latest 401(k) News
SEC Cautions Advisors Over Marketing Rules Compliance
Fred Reish Joins Prime Capital Retirement
Trump Accounts Website Goes Live as Ray Dalio Pledges Contribution
Plan Sponsors See Private Markets Investments Improving Retirement Outcomes
Public Pension Benefits Dip in Value, Especially for Short and Mid-Term Workers
AI Knows Data, But It Can’t Make Participants’ Financial Decisions
Featured 401(k) News
Retirement Clearinghouse Consolidates $20B in Assets
Participants’ Credit Card Debt Reduces Retirement Funding
Gen X Predicts Retiring $400,000 Short of What They Think’s Needed
Neal’s ‘Automatic IRA Act’ is Back
Retirement Readiness Linked to Parental Backgrounds
Workers Consider Needing $1M to Retire
2025 Form 5500 Informational Copies Released by DOL, IRS
Alternatives Gain Ground Among Plan Advisors After Federal Policy Shift
Mai Capital Management Buys LWA
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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
Glenn Dial of American Century Investments on Why Sponsors and Participants See Retirement Risks So Differently
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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