Annuity-Integrated TDFs Reach Momentum
Assets in target-date funds with annuities secured $42 billion as of March, up from $25 billion the year prior
Sen. Cassidy’s Defeat Follows ‘Champion of Retirement Security’ Recognition
The lawmaker conceded the Republican primary in Louisiana following his loss to Rep. Julia…
Employees Want More Help Maximizing Workplace Financial Benefits
New Morgan Stanley at Work research finds employees increasingly value retirement planning…
401(k) Contributions Tick Up Slightly in Q1 2026
Bank of America’s Participant Pulse also shows drops in the number of participants borrowing…
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A quarterly series devoted to 401(k) advisors and the topics that mean the most to them. In our Q2 2026 Deep Dive, sponsored by MFS Investment Management, industry experts break down the evolution of the $5 trillion target-date fund market—and how advisors and plan sponsors can balance new innovations with the proven strategies of long-term accumulation and retirement income.
Target Date Funds: A 401(k) Specialist Deep Dive
Explore our Q2 2026 Deep Dive into target-date funds (TDFs). Discover the latest industry…
Latest 401(k) News
Nationwide Appoints New Sales Team Leadership
The organization named vice presidents to its Government Retention & Growth, Strategic…
Vestmark Unveils AI Monitoring Solution
Vestmark Pulse monitors portfolio positions, SEC filings, market news and events, and client…
InvestorCOM, IRALOGIX Create Rollover Experience
Plus, news from Schwab, Osaic, Morgan Lewis, Integrated Partners, CAPTRUST, and more
State Auto-IRA Programs Eclipse $3 Billion in Retirement Assets
State-facilitated retirement savings plans now count 1.2 million funded accounts as more…
Alts are Coming to 401(k)s, but the Retirement Industry Should Move Forward Thoughtfully
As policymakers and providers push to expand private market access in 401(k) plans, Frank…
Lawmakers Revive Startup Tax Credit Bill for Micro-Businesses
While legislation under SECURE 2.0 offers startup tax credits, many micro-businesses end up…
Featured 401(k) News
Stadion, Morningstar Offer Tailored Managed Account Experience with Lincoln
The offering is now available to plans on Lincoln Financial’s Alliance Platform
PGIM Launches Private Credit CIT for Defined Contribution Plans
New collective investment trust gives DC plans access to investment-grade private credit…
Latest Bill Opens Door for Charitable Giving in Retirement Plans
The proposed legislation has also gained wide support from the American Retirement Association
Betterment at Work, OnPay Collab Streamlines 401(k) Administration
The partnership includes a 360-degree integration that reduces manual entries for plan sponsors
DOL Grants Temporary Relief on SECURE 2.0 Paper Statement Rules
Bulletin gives plan sponsors, recordkeepers, and TPAs added flexibility as industry prepares…
401GO Opens Expansive New Utah Campus Amid Rapid Growth
Fast-growing 401(k) fintech unveils new headquarters six times larger than its previous…
Rep. Neal Pushes GAO to Investigate Private Assets in 401(k) Plans
The lawmaker posed concerns over the investment’s exposure to retirement plans and the…
Social Security Benefits Have Lost Nearly 14% Buying Power Since 2016
New research from The Senior Citizens League finds Social Security COLAs continue to lag…
Social Security COLA Forecasts Skyrocket to 3.9% and 4.2%
The spikes come as seniors struggle to pay for increasing daily costs like gasoline and groceries
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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…
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