Americans Driven to Course Correct Financial Decisions
Close to all of respondents in a Corebridge Financial survey say they're motivated to "make positive financial changes" in the upcoming year
Performance and Dangers in 2026: Protect Yourself
A correction may be starting to put target date funds and other retirement savings at risk
New Bill Would Repeal Retirement Earnings Test
Proposed legislation by Chairman Rick Scott would help aging Americans continue part- or…
Americans Predict Needing $1.46M in Retirement
The Northwestern Mutual findings, coupled with other insights, show a growing crisis for…
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
TIAA Data Shows Momentum for Lifetime Income Solutions Among Plan Sponsors
A new analysis of defined contribution plans show annuity-embedded defaults are increasingly…
Proposed Legislation Bars Crypto From Social Security Trust Funds
The No Crypto in Social Security Act would safeguard Social Security trust funds from…
4 Million Children Signed Up for Trump Accounts: IRS
New data reveals 1 million have claimed the $1,000 pilot program contribution
DOL’s 6-Factor ‘Safe Harbor’ Could Reshape 401(k) Fiduciary Playbook
New proposed rule offers a process-driven roadmap for selecting investments—aiming to reduce…
Capitalize Launches 401(k) Rollover Solution for Advisors
The Capitalize for Advisors platform aims to help advisors track down held-away accounts and…
When Glide Paths Fail: Rethinking Downside Protection in Target Date Funds
Recent market breakdowns have exposed a structural limitation in traditional glide path…
Featured 401(k) News
Middle-Income Households Slowly Gain Traction with Advisors, Providers
Cerulli’s latest report explains why financial professionals should start serving these…
Industry Leaders React to DOL Proposal Expanding Alternatives to 401(k)s
While many celebrated the proposal, one institution voiced concerns over its potential safe…
DOL Unveils Fiduciary Rule Opening Door to Alternative Investments in 401(k)s
Proposed regulation outlines process-based safe harbors for plan fiduciaries, reinforcing…
Vanguard Launches New ETF Suite
The funds are designed to help investors manage interest rate risk and credit risk while…
Charles Schwab Debuts Investing Account for Teens
Teens who complete an online education course within 45 days of opening the account will…
Corebridge, Equitable Announce ‘Transformational’ Merger, ERIC Celebrates 50
Plus, news from Betterment at Work, Transamerica, Creative Planning, and Public
U.S. Retirement Market Nears $50 Trillion Milestone
New ICI data through end of 2025 shows retirement assets account for 34% of all household…
Visualizing Retirement With a New Sketchbook
Bonnie Treichel and Jamie Hopkins' "Your Retirement Sketchbook" details 125 retirement…
New 401k Averages Book Finds Plan Fees Still Falling, Cost Disparities Persist
Author Valletta notes continued fee compression highlights need for fiduciaries to regularly…
401(k) Specialist Podcast
Modernizing Retirement Plan Technology with Congruent Solutions’ Mahesh Natarajan
Key Takeaways Much of the technology infrastructure that powers the workplace retirement plan industry could use an update to improve on old legacy systems to better serve the needs of today’s 401(k) participants. To learn more about how and why it needs to evolve, we talk with techno-business leader Mahesh Natarajan, Chief Revenue Officer…
