IRI Urges Congress to Mandate Lifetime Income Option in DC Plans
Insured Retirement Institute’s 2026 Retirement Security Blueprint includes 33 proposals
Women Identify Themselves as CFOs of Their Households
Millennial women especially take charge of finances at home, reports Allianz Life
Voya to Offer F&G Annuities in New Partnership
Voya professionals will also have access to educational resources and product expertise
Guardian Announces Avantos Partnership
In addition to using the platform for its advisors, Guardian is also a strategic insurance…

A quarterly series devoted to 401(k) advisors and the topics that mean the most to them. In our first-ever quarterly Deep Dive series, high-profile ERISA attorneys (including those doing much of the suing) break down why plans are targeted—and what advisors and sponsors must do to protect themselves.
How Not to Get Sued: A 401(k) Specialist Deep Dive
Last Updated: March 2, 2026 Excessive fee claims. Forfeiture lawsuits. Voluntary benefits…
Latest 401(k) News
Trump Retirement Proposal Raises Major Policy Questions
Plenty of questions surround President’s State of the Union retirement plan tease, including…
Being Proactive About Financial Wellness is Looking Different — And That’s OK
Jon Reilly of Voya explains how financial professionals and employers can help participants…
OneDigital Acquires Derse Morgen, Employee Fiduciary Expands Team
Plus, news from Advisor CRM, CAPTRUST, The Retirement Advantage, Prime Capital, and more
Workers Prioritize Emergency Savings, Sufficient Retirement Income: J.P. Morgan
Research from J.P. Morgan Asset Management highlights key trends in participant savings and…
5 Reasons Why Bridging Retirement Savings Plan Gap is Crucial
TIAA’s Tim Pitney says expanding access to workplace plans is both an economic and moral imperative
DOL Unveils Proposed Rule on Independent Contractors
The rule would rescind final guidance from 2024 under the Biden Administration
Featured 401(k) News
ICI, DCALTA Partner on Research, Education for Private Assets in 401(k)s
Organizations will work together on investor-focused research, analysis and events to…
Invesco Broadens DC Access to Private Real Estate with New CIT
Today’s launch of Core Plus Real Estate Trust marks next step in firm’s commitment to…
Retirement Account Balances See Another Rise in Q4 2025
While average retirement account balances increased significantly last year, the figure is…
Industry Groups Respond to Trump’s Retirement Plan for Workers Lacking 401(k) Access
Trump’s announcement prompted reactions from the ICI, ARA, IRI, and more
Trump Floats New Retirement Plan for Workers Without 401(k)s During State of the Union
Absent details, President Trump announces that next year workers will be given “access to…
Employees Link Retirement Plan Accessibility as Top Reason for Participating
Almost all respondents in the ICI survey said that participating in the accounts helped them…
TIAA, Nuveen Reach 1,000-Employer Milestone with Lifetime Income TDFs
Announcement comes as new Sway report shows adoption quickly accelerating
21% Rise in 2025 Tip Target Date Assets Past $5 Trillion Mark
Sway Research’s State of the Target-Date Market: Year-end 2025 report shows income target…
Carta Launches 401(k) Platform Using Morgan Stanley Consulting and Vestwell Technology
The partnerships with Morgan Stanley and Vestwell will build upon its suite of services for…

401(k) Specialist Podcast
How Not to Get Sued: Lessons from ERISA Expert Witness Eric Dyson
Lessons from ERISA Expert Witness Eric Dyson on how to reduce fiduciary risk and be better prepared if the Department of Labor comes calling.