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
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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 23, 2026 Excessive fee claims. Forfeiture lawsuits. Voluntary…
Latest 401(k) News
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…
How Not to Get Sued in 2026: Part 1
High-profile ERISA attorneys—including the ones doing most of the suing—sound off on why…
Retirement Confidence Dips for Middle-Income Americans
High costs plus concerns over Social Security insolvency have led middle-income workers…
Featured 401(k) News
Confidence in Target Date Funds is a Mistake Waiting to Happen
Ron Surz says the next market crash could expose flaws in TDF glidepaths
SEC Backs New FINRA $300 Limit on Gifts
The approval was filed by the SEC on Wednesday in the Federal Register
Vestwell Raises $385 Million, Doubles Valuation
Series E round brings total capital raised to $660 million with new funding to expand…
DC Plans Trend to Passive TDFs as More Terminate Managed Accounts
NEPC’s DC Plan Trends Study highlights participant behavior in recent years
Workers Using Side Hustles to Redefine Retirement
Individuals are working extra gigs to subsidize income, yet some continue to tap into…
Americans Remain at ‘Elevated Risk’ for Retirement Readiness: Index
Updated Retirement Readiness Index from IRALOGIX shows improvement, but highlights…
Mission Wealth Integrates with RightPath
RightPath says the integration aligns its personalized retirement planning expertise with…
StraightLine Partners with Financial Wellness Labs on Retirement Readiness
StraightLine expects the model to be particularly effective in nonprofit, academic, and…
Gen Z Prioritizes Financial Stability—From Romantic Decisions to ‘401(k) Mullets’
The youngest working cohort is defining what financial responsibility looks like to them,…
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Keep up-to-date on the latest news in the 401(k) retirement industry.
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.
Best of the Rest – 401(k) News
Don’t Miss an Update
Keep up-to-date on the latest news in the 401(k) retirement industry.
