Kestra PWS Unveils Timeless Private Wealth
One offering includes preparing clients entering a “rewirement”
Invesco to Support Trump Accounts, Morgan Stanley Tops $1T in IRA Assets
Plus, news from Waverly Advisors, Osaic, and T. Rowe Price
March Madness Betting Boom Raises Concerns for Retirement Savings
As Americans wager a record $3.3 billion on the NCAA tournament, recent data highlights the…
Reduced Retirement Savings Linked to Student Loan Debt Anxiety
Forty percent of respondents to a Tuition.io survey say debt has impacted their ability to…
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 18, 2026 Excessive fee claims. Forfeiture lawsuits. Voluntary benefits…
Latest 401(k) News
Treasury Bond Term Structure is Shifting. Look out Below.
Ron Surz says rising intermediate yields are reshaping the curve and could spell losses…
Empower to Support Trump Account Rollovers
Recordkeeper plans to act as rollover custodian for new 530A savings vehicle with details to…
Americans Describe Retiring on Their Own Terms
Nearly three-quarters of respondents do not anticipate a traditional retirement in their…
Breaking: DOL Reverts to 5-Part Fiduciary Test After Retirement Security Rule is Struck Down
Following court action this week vacating the Biden-era 2024 Retirement Security Rule, the…
This Modern Banking Platform Achieved Top Scores in Overall Satisfaction for DIY Investors
Plus, a traditional firm reclaims the top spot in overall satisfaction among advised…
Texas Judge Signs Order Officially Ending Fiduciary Rule
The decision has prompted life insurance organizations to come out and commend the termination
Featured 401(k) News
Growing Number of DC Participants Convert to Wealth Clients
Close to two-thirds of advisors have converted at least 6% of DC participants to wealth…
Utilizing Complex Strategies to Solve Retirement Withdrawal Decisions
Report from Morningstar details strategies for retirees to spend more during retirement
Social Security Trust Fund Now Projected to Run Dry in 2032: CBO
Updated forecast moves depletion date up a year, raising urgency for reform as retirees face…
NEPC Rolls Out ‘Stratum One’ Pooled Employer Plan
Partnering with Empower and NPPG, new PEP will centralize fiduciary oversight, reduce…
ERISA Litigation Reform Act Heads to House Committee Markup
Bill seeking to curb “meritless” lawsuits one of seven to be amended and debated Tuesday…
Transamerica Launches AI-Powered ‘Pearl’ to Speed Retirement Plan Rollovers
New virtual assistant combines AI, data, and human support to help participants consolidate…
15 States with Most, 5 States with Least Retirement Savings
New SmartAsset analysis finds wide state-by-state gap in average savings and utilization of…
DOL Lets Biden-Era Fiduciary Rule Die in Court
Soon-to-be-vacated 2024 “Retirement Security Rule” effort could be replaced by a new Labor…
Franklin Templeton Adds Private Markets Option to Target-Date Series
New “Retirement Advantage Plus Funds” bring modest allocations to private real estate and…
401(k) Specialist Podcast
How Not to Get Sued: Fred Reish on Fiduciary Risk in 2026
In this special edition of the 401(k) Specialist Podcast—part of our Deep Dive series on “How Not to Get Sued”—Editor-in-Chief Brian Anderson sits down with legendary ERISA attorney Fred Reish to examine how fiduciary risk is evolving in today’s regulatory and litigation environment. Fred Reish, Director of Fiduciary and ERISA Practice…
