Women Struggle Saving for Retirement While Handling Finances
Advisors Look to AI for Client Outreach
Regrets, They Have a Few: Recent Retirees Wish They Did More to Save
Record U.S. Life Expectancy Raises Bar for Retirement Readiness
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Latest 401(k) News
Financial Wellness, Technology to Shape Workplace Innovation
Vanguard Cuts Fees Again, Lowers Average Expense Ratio to 0.06%
EBSA Recuperates $1.4B to Employee Benefit Plans, Participants, and Beneficiaries
T. Rowe Price Launches New ETF
Commonwealth Affiliate Moves to Cetera
10 States that Rely Most and Least on Social Security
Featured 401(k) News
DOL Files Fourth Amicus Brief Backing Plan Sponsors in Forfeiture Suits
J.P. Morgan AM Taps Executive Director, Corebridge Brings Crypto to Annuities
Billion-Dollar RIAs Drive Expansion with AI
$70 Million ERISA Lawsuit Filed Against Bloomberg 401(k) Alleging Plan Mismanagement
The Businesses and Billionaires Promising Trump Account Contributions
Affordability Squeeze Makes Americans More Risk Averse, F&G Survey Finds
Private Equity Funds Lag Behind in Performance
T. Rowe Price 2026 Retirement Market Outlook: Regulation Expected to Move Faster than Legislation
JPMorganChase Pledges $1K Contribution to Trump Accounts
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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
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