Traditional Portfolios Outperform Diversification in the Long-Term
60/40 model proves reliable even as diversification tactics saw higher gains last year, finds Morningstar
LPL to Acquire Mariner Advisor Network in Major Advisor Deal
Transaction brings 367 advisors and $31B in assets to LPL, with hybrid advisors moving to…
Six-Figure Social Security Cap Proposed to Boost Program Solvency
CRFB’s plan would limit benefits for top earners to close funding gaps, but critics such as…
Advisors Foresee Alternatives to Outpace Public Investments
Seventy percent expect a larger number of clients to show interest in private markets over…
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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: April 10, 2026 Excessive fee claims. Forfeiture lawsuits. Voluntary benefits…
Latest 401(k) News
Advisors List Reduced Fiduciary Risk, Administrative Burden for Growing PEP Interest
The findings identify a growing shift towards PEPs in the retirement plan industry
Employers and Workers are Aligned on Benefits—But Communication Gaps Undermine Financial Confidence
Franklin Templeton finds agreement on pay and retirement priorities, but complexity and poor…
GWN Selects Parrot AI to Automate Advisor Workflow
With this expansion, GWN said its deepening its investment in an AI-native advisor…
Nationwide Shakes Up Sales Leadership
Nationwide announced several sales leadership updates across its Group Benefits and Annuity…
Gusto Acquires Business Compliance Platform; Pello Companies Buys Morningstar Subsidiary
Plus, news from PCS Retirement, Fiducient Advisors, Hightower, Securian Financial, and…
Lifetime Income Boosts 401(k) Spending Power by 22%, BlackRock Finds
Embedding guaranteed income in target-date funds—not higher savings—can significantly…
Featured 401(k) News
Updated 2027 Social Security COLA Forecasts: 2.8% and 3.2%
While one monthly prediction based on today’s inflation data spiked with surge in oil…
SEC Appoints New Division of Enforcement Director
David Woodcock’s appointment comes as the SEC expects “significant course corrections” over…
Equitable Launches 403(b) PEP Aimed for Nonprofits
The PEP builds on Equitable’s 401(k) PEP for small and medium-size businesses and expands on…
Health Risks a Bigger Threat to Retirement Security than Market Fears
New LIMRA research shows healthcare costs, chronic illness, and long-term care pose the…
Osaic Selects 401GO to Automate Services
The strategic partnership aims to remove administrative tasks for advisors who want to…
Consumers Can Lift Retirement Income by 30% When Using This Strategy
New findings from TIAA look at paths workers can take to increase retirement income
Retirement Brands Tee It Up at The Masters with New Sponsorship Deals
From TIAA’s just-announced partnership with Jason Day to Empower backing Cameron Young,…
When “Set It and Forget It” Becomes a Liability
What the Bloomberg 401(k) Lawsuit and Others Warn Us About Ongoing Fund Monitoring
Plan Sponsors Optimistic Over Participants’ Retirement
MFS findings highlight increase in plan sponsor, participant confidence over the last year
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401(k) Specialist Podcast
What Participants Really Think with Invesco’s Greg Jenkins
There’s a lot of increased attention about adding private markets investments to 401(k) plans in the wake of President Trump’s 2025 Executive Order on alternatives, and participants are starting to take notice. Invesco’s recent DC Participant Pulse Survey had some very interesting findings about participant perceptions of private markets,…
Best of the Rest – 401(k) News
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