Empower to Support Trump Account Rollovers
Recordkeeper plans to act as rollover custodian for new 530A savings vehicle with details to come after federal guidance
Americans Describe Retiring on Their Own Terms
Nearly three-quarters of respondents do not anticipate a traditional retirement in their…
Breaking: DOL Reverts to 5-Part Fiduciary Test After Retirement Security Rule is Struck Down
Following court action this week vacating the Biden-era 2024 Retirement Security Rule, the…
This Modern Banking Platform Achieved Top Scores in Overall Satisfaction for DIY Investors
Plus, a traditional firm reclaims the top spot in overall satisfaction among advised…
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: March 18, 2026 Excessive fee claims. Forfeiture lawsuits. Voluntary benefits…
Latest 401(k) News
Texas Judge Signs Order Officially Ending Fiduciary Rule
The decision has prompted life insurance organizations to come out and commend the termination
Growing Number of DC Participants Convert to Wealth Clients
Close to two-thirds of advisors have converted at least 6% of DC participants to wealth…
Utilizing Complex Strategies to Solve Retirement Withdrawal Decisions
Report from Morningstar details strategies for retirees to spend more during retirement
Social Security Trust Fund Now Projected to Run Dry in 2032: CBO
Updated forecast moves depletion date up a year, raising urgency for reform as retirees face…
NEPC Rolls Out ‘Stratum One’ Pooled Employer Plan
Partnering with Empower and NPPG, new PEP will centralize fiduciary oversight, reduce…
ERISA Litigation Reform Act Heads to House Committee Markup
Bill seeking to curb “meritless” lawsuits one of seven to be amended and debated Tuesday…
Featured 401(k) News
Transamerica Launches AI-Powered ‘Pearl’ to Speed Retirement Plan Rollovers
New virtual assistant combines AI, data, and human support to help participants consolidate…
15 States with Most, 5 States with Least Retirement Savings
New SmartAsset analysis finds wide state-by-state gap in average savings and utilization of…
DOL Lets Biden-Era Fiduciary Rule Die in Court
Soon-to-be-vacated 2024 “Retirement Security Rule” effort could be replaced by a new Labor…
Franklin Templeton Adds Private Markets Option to Target-Date Series
New “Retirement Advantage Plus Funds” bring modest allocations to private real estate and…
Employers Account for More than One-Third of 401(k) Contributions
New research from ICI and ISS MI shows large plan employer contributions at all-time high
Target Date Fund Assets Surge to $4.8T as CITs Gain Market Share
Morningstar’s 2026 Target Date Fund Landscape report finds continued dominance of TDFs,…
RCH Issues Vision for Retirement System Digital Clearinghouse
Modeled on the Auto Portability Network, whitepaper authors say clearinghouse with four…
Latest 2027 Social Security COLA Forecast Holds at 2.8%
February CPI data keeps TSCL estimate unchanged, though analysts warn recent spike in energy…
Why Plan Sponsors Need a Clear Uncashed Distribution Check Policy
Tom Hawkins outlines key components of a retirement plan uncashed distribution check policy…
401(k) Specialist Podcast
How Not to Get Sued: Fred Reish on Fiduciary Risk in 2026
In this special edition of the 401(k) Specialist Podcast—part of our Deep Dive series on “How Not to Get Sued”—Editor-in-Chief Brian Anderson sits down with legendary ERISA attorney Fred Reish to examine how fiduciary risk is evolving in today’s regulatory and litigation environment. Fred Reish, Director of Fiduciary and ERISA Practice…
