Ascensus to Acquire AmericanTCS in Retirement Tech Expansion
Deal broadens Ascensus’ retirement, PEP, trust, custody, and technology capabilities while expanding reach across retirement plan ecosystem
SMBs Share Concerns Over Their Own Retirement Readiness
Some employers describe navigating their own retirement as more overwhelming than…
Employers Implement Workplace Strategies to Offset Financial Stress
Prudential Financial report highlights how plan sponsors can support participants navigating…
Why TPAs Will Play a Role in Next Phase of PEP Growth
Lincoln Financial’s Jason Crane explains why a pooled employer plan approach that supports…
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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
The Standard Adds Portability to APEX Series
The funds are available for 401(k), 403(b) and pooled employer plans as well as other plan types
Transamerica Releases New RILA to Support Protected Income
TISA Income offers several ways to tailor how and when lifetime income begins
7 Most Affordable ‘Best Places to Retire’ in 2026: Forbes
Forbes is out with its new 25 best places to retire list today, and these are the ones with…
Basic Capital Welcomes Jake Eigner, Wealthspire Acquires Fi3 Advisors
Plus, news from Bogart Wealth, Cetera, IRA Financial, and more
Lincoln Financial Sees Strong Growth in Retirement Plan Services
Earnings call reveals sector earnings rose 26% in Q1 thanks to spread expansion, disciplined…
This Message is for Rich People Only: Abandon Your QDIA!
Ron Surz says wealthy people near retirement need to protect themselves now before the next…
Featured 401(k) News
Financial Challenges, Inflation, Delay Retirement
Pre-retirees also reported challenges with caregiving responsibilities and funding…
CIT Adoption is Rising as Plan Sponsors Weigh Tradeoffs Like Fees and Flexibility
This white paper discusses investment vehicle selection in defined contribution (DC) plans,…
Empower Tops 20 Million Investors as Earnings Jump 23%
Recordkeeper reports strong first-quarter growth fueled by rising demand for retirement…
In the Age of Digital Tech, Participants Still Value Human Advice
UBS report finds Baby Boomers and Gen Z employees particularly expressed strong preference…
Account Aggregation the ‘Missing Link’ for In-Plan Retirement Income
New IRIC/Manifest white paper explains how fragmented retirement accounts undermine income…
Employee Fiduciary Advocates for Participant Protections in DOL Comment Letter
The letter includes suggestions that would close three gaps in the DOL’s proposal on…
QuickBooks, Vestwell Launch Integrated 401(k) for SMBs
Partnership targets retirement coverage gap by making 401(k) plans easier to offer through…
Morgan Stanley’s Ben Huneke Named IRI’s 2026 ‘Industry Champion of Retirement Security’
Leader honored for advancing protected lifetime income in helping Americans save and plan…
Transaction Fees Surpass Budgets for Small Businesses
Those enrolled in PEPs also noted increased costs compared to 401(k) employers, finds Human…
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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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