Account Aggregation the ‘Missing Link’ for In-Plan Retirement Income
New IRIC/Manifest white paper explains how fragmented retirement accounts undermine income solutions and suggests what plan sponsors, advisors and recordkeepers can do about it
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…
$4.8 Trillion and Growing: Why Traditional TDFs are Still Key to 401(k) Success
With assets surging and adoption near universal, target-date funds remain the QDIA of…
Don’t Miss an Update
Stay up-to-date on the latest news in the 401(k) retirement industry.
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
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…
Utilizing Intentional Planning to Safeguard Retirement Savings
While only 13% of individuals are on track to save enough for retirement, planning ahead can…
SEC Informal Guidance Clears Path for PEP Growth and CIT Access
New SEC staff guidance removes key regulatory hurdles, allowing pooled employer plans to…
RIA M&A Reaches Yet Another All-Time Quarterly Record: ECHELON
Q1 2026 report shows 107% jump of $1.67 trillion from 142 deals, with industry on pace for…
Raising Retirement Coverage With Access and Auto-Enrollment
A Morningstar analysis uncovers how additional access to the Saver’s Match and increases to…
Featured 401(k) News
Mesirow to Acquire LeafHouse Advisory Business, Expand Fiduciary Platform
Deal adds FlexFiduciary and InvestBuild capabilities while boosting Mesirow’s scale,…
Vanguard Unveils Corporate Bond ETF Suite
The funds are designed to help investors manage interest rate risk and credit risk
Standard Insurance Company, Ignite Partners Launch FIA
The Thrive Plus FIA aims to address challenges like market volatility, tax efficiency and…
What They’re Saying: Industry Reaction to Trump Retirement Plan Executive Order
Retirement industry quick to support creation of TrumpIRA.gov and use of Saver’s Match to…
Busting Social Security Misconceptions With TSCL
The Senior Citizens League’s recent webinar touched on common myths associated with Social…
Trump Executive Order Seeks to Bring Retirement Savings to Millions
During Thursday signing ceremony, President Trump talks up the new federal IRA marketplace…
Graff, Colangelo Talk ‘Closing the Loop’ in Retirement Plans with Guaranteed Income
ARA, Prime Capital leaders highlight need for standardization to drive adoption during…
Waverly Advisors Acquires $3.1B RIA
Plus, news from Mercer, Western & Southern Financial Group, AdvisorCRM, and more
Trump Signing Executive Order Today Creating ‘TrumpIRA.gov’
Action expected to direct Treasury to develop a federal IRA savings program workers can use…
Don’t Miss an Update
Stay up-to-date on the latest news in the 401(k) retirement industry.
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
Don’t Miss an Update
Stay up-to-date on the latest news in the 401(k) retirement industry.
