Transaction Fees Surpass Budgets for Small Businesses
Those enrolled in PEPs also noted increased costs compared to 401(k) employers, finds Human Interest
Utilizing Intentional Planning to Safeguard Retirement Savings
While only 13% of individuals are on track to save enough for retirement, planning ahead can…
SEC Informal Guidance Clears Path for PEP Growth and CIT Access
New SEC staff guidance removes key regulatory hurdles, allowing pooled employer plans to…
RIA M&A Reaches Yet Another All-Time Quarterly Record: ECHELON
Q1 2026 report shows 107% jump of $1.67 trillion from 142 deals, with industry on pace for…
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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: April 10, 2026 Excessive fee claims. Forfeiture lawsuits. Voluntary benefits…
Latest 401(k) News
Raising Retirement Coverage With Access and Auto-Enrollment
A Morningstar analysis uncovers how additional access to the Saver’s Match and increases to…
Mesirow to Acquire LeafHouse Advisory Business, Expand Fiduciary Platform
Deal adds FlexFiduciary and InvestBuild capabilities while boosting Mesirow’s scale,…
Vanguard Unveils Corporate Bond ETF Suite
The funds are designed to help investors manage interest rate risk and credit risk
Standard Insurance Company, Ignite Partners Launch FIA
The Thrive Plus FIA aims to address challenges like market volatility, tax efficiency and…
What They’re Saying: Industry Reaction to Trump Retirement Plan Executive Order
Retirement industry quick to support creation of TrumpIRA.gov and use of Saver’s Match to…
Busting Social Security Misconceptions With TSCL
The Senior Citizens League’s recent webinar touched on common myths associated with Social…
Featured 401(k) News
Trump Executive Order Seeks to Bring Retirement Savings to Millions
During Thursday signing ceremony, President Trump talks up the new federal IRA marketplace…
Graff, Colangelo Talk ‘Closing the Loop’ in Retirement Plans with Guaranteed Income
ARA, Prime Capital leaders highlight need for standardization to drive adoption during…
Waverly Advisors Acquires $3.1B RIA
Plus, news from Mercer, Western & Southern Financial Group, AdvisorCRM, and more
Trump Signing Executive Order Today Creating ‘TrumpIRA.gov’
Action expected to direct Treasury to develop a federal IRA savings program workers can use…
Goldman Sachs Leads $60M Funding Round in Kashable
Sustainable Investing at Goldman Sachs Alternatives is committing up to $50 million in the…
Cetera Builds $19B RIA With APP and TRPG Merge
The new company will operate as an employee-advisor community within Cetera’s RIA and…
Plan Sponsors Want Retirement Income Support in SECURE 3.0
66% of employers in a MetLife report would support a SECURE 3.0 package that includes…
Cognitive Decline an Emerging Danger to Retirement Savings
LIMRA’s report notes that while savings can recover from market downturns, losses due to…
Mega Employers Uninterested in Alternatives
Callan’s DC Trends Survey fields responses on plan satisfaction and the most popular SECURE…
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401(k) Specialist Podcast
The 401k Girls Are Making Financial Planning Actually Fun
In this episode, Jessica Porter and Hayley Porter, financial planners at BPG Wealth Management, speak to 401(k) Specialist‘s Managing Editor Amanda Umpierrez about the 401k Girls, a financial education platform aiming to make financial wellness accessible and exciting for professionals and their clients. Jessica and Hayley, who were…
Best of the Rest – 401(k) News
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