Lincoln Financial Retirement Plan Services Sees 8.6% Average Account Balance Increase in 2025
Nuveen Acquires Schroders
Empower Adds 500,000 Participants as Part of Record 2025 Earnings
Voters Support Child Savings Accounts
Don’t Miss an Update
Keep up-to-date on the latest news in the 401(k) retirement industry.
Sign up today to receive your FREE subscription to the only publication written exclusively for the 401(k) advisor!
Latest 401(k) News
SECURE 2.0 Adoption Trends: Plan Sponsors Lean Into Enhanced Catch-Up Contributions
Emergency Savings Tools Linked to Higher Plan Participation
A Fiduciary’s Guide to CITs: 4 Common Misconceptions
Attracting ‘Top Talent’ With Peanut Butter
Lump Sum Longevity Falls as Lifetime Income Interest Rises
Generations List Differences in Financial Goals
Featured 401(k) News
155 ERISA Fiduciary Lawsuits Filed in 2025 as Litigation Broadens
‘Next-Gen’ CIT for 401(k) Market Coming in Q2 from Apollo, Schroders
Americans Without Access to Workplace Retirement Plan Probably Not Saving at All
Merit Establishes Michigan Office with TL Financial Group Acquisition
Beacon Pointe Acquires Three RIAs
Wait Continues for DOL Proposed Rule on Alternative Assets
Bipartisan Bill Seeks Uniform Form 5500 Filing Deadline
Envestnet Names Chief Growth Officer, Morningstar Expands Vanguard Relationship
Rising Healthcare Costs Threaten Retirement Income
Sign up today to receive your FREE subscription to the only publication written exclusively for the 401(k) advisor!
Don’t Miss an Update
Keep up-to-date on the latest news in the 401(k) retirement industry.
401(k) Specialist Podcast
What Participants Really Want from Managed Accounts with Fidelity’s Lorianne Pannozzo
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
Don’t Miss an Update
Keep up-to-date on the latest news in the 401(k) retirement industry.
