Retirement Account Balances See Another Rise in Q4 2025
While average retirement account balances increased significantly last year, the figure is short of President Donald Trump’s $30k figure in recent SOTU address
When Complexity Becomes Risk: Fiduciary Exposure in the Next Phase of SECURE 2.0
Another exclusive installment of our “How Not to Get Sued” Deep Dive explores how to…
Executive Q&A: Curtailing ERISA Litigation and Understanding Best Practices with Bonnie Treichel
Highly regarded ERISA attorney Bonnie Treichel, Founding Partner and Chief Solutions Officer…
Trump Floats New Retirement Plan for Workers Without 401(k)s During State of the Union
Absent details, President Trump announces that next year workers will be given “access to…
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: February 25, 2026 Excessive fee claims. Forfeiture lawsuits. Voluntary…
Latest 401(k) News
Employees Link Retirement Plan Accessibility as Top Reason for Participating
Almost all respondents in the ICI survey said that participating in the accounts helped them…
TIAA, Nuveen Reach 1,000-Employer Milestone with Lifetime Income TDFs
Announcement comes as new Sway report shows adoption quickly accelerating
21% Rise in 2025 Tip Target Date Assets Past $5 Trillion Mark
Sway Research’s State of the Target-Date Market: Year-end 2025 report shows income target…
Carta Launches 401(k) Platform Using Morgan Stanley Consulting and Vestwell Technology
The partnerships with Morgan Stanley and Vestwell will build upon its suite of services for…
TSP Bill Seeks to Prevent Fund from Investing in China
Recently introduced House companion legislation focused on keeping Thrift Savings Plan…
ESOP Participation Up 8% in Past Decade as DOL Expands Employee Ownership Push
New Department of Labor report shows rising Employee Stock Ownership Plan participation,…
Featured 401(k) News
Utah Senate Signs Off on Retirement Plan Exchange Bill
The bill would create a marketplace for private employers to review and compare different…
Small Businesses Push Retirement Savings Access for 5.6 Million Employees
The findings from Gusto highlight a growing trend among small businesses to offer retirement plans
5 Ways to Keep Jerry Schlichter Away from Your 401(k)
The nation’s most prominent 401(k) plaintiffs’ attorney shares five ways fiduciaries can…
Fiduciary Services Group Buys Future Planning Associates
FPA says the partnership provides a pathway for growth while preserving its goal of offering…
Merit Financial Acquries GlennCo
The wealth management firm was previously affiliated with Commonwealth
Trump Accounts Not Subject to ERISA: Industry Wants Certainty
In comments to Treasury and the IRS, organizations sound off on how the new accounts can be…
Stifel 401(k) Plan Subject of New $134 Million ERISA Case Over Fund Performance
Similar to recent filing against Blomberg’s 401(k), suit from Sanford Heisler Sharp McKnight…
TIAA, Capitalize Collaborate to Simplify Rollover Experience
Plus, news from Betterment, Securian Financial, Northern Trust, and more
How Not to Get Sued 2026: Part 2
High-profile ERISA attorneys—including the ones doing most of the suing—sound off on why…
401(k) Specialist Podcast
How Not to Get Sued: Lessons from ERISA Expert Witness Eric Dyson
Lessons from ERISA Expert Witness Eric Dyson on how to reduce fiduciary risk and be better prepared if the Department of Labor comes calling.
