Todd Lacey Leaves Financial Finesse for Key Retirement Role at Lincoln Financial
Industry veteran steps down as president at financial wellness pioneer for new SVP role as Head of Institutional Sales for Retirement Plan Services
$600B in Annual Outflows Dents DC System Growth: Morningstar
New report finds rollovers and cashouts have significantly reduced total DC assets, but…
Human Interest to Provide Recordkeeping for UBS
Among the services Human Interest offers includes its Rollover Concierge service,…
Rise of AI Could Widen Wealth Gap Unless Investing Access Expands: BlackRock’s Fink
Annual Chairman’s Letter urges expansion of retirement savings, early investing pathways,…
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
Premiums Lead Benefits Enrollment Decisions for Employees
This is especially true for older generations as they navigate pre-retirement financial options
Ascensus, OneDigital Partner on PEPs
OneDigital will serve as the 3(38) investment fiduciary while Ascensus provides…
Lincoln Financial Expands Suite of Retirement Income Features
At the same time, Lincoln also announced the introduction of a FIA income calculator
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…
Featured 401(k) News
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…
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
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
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…
