5 Reasons Why Bridging Retirement Savings Plan Gap is Crucial
TIAA’s Tim Pitney says expanding access to workplace plans is both an economic and moral imperative
ICI, DCALTA Partner on Research, Education for Private Assets in 401(k)s
Organizations will work together on investor-focused research, analysis and events to…
Invesco Broadens DC Access to Private Real Estate with New CIT
Today’s launch of Core Plus Real Estate Trust marks next step in firm’s commitment to…
Retirement Account Balances See Another Rise in Q4 2025
While average retirement account balances increased significantly last year, the figure is…
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
Industry Groups Respond to Trump’s Retirement Plan for Workers Lacking 401(k) Access
Trump’s announcement prompted reactions from the ICI, ARA, IRI, and more
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…
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…
Featured 401(k) News
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,…
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…
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.
