Financial, Retirement Stress Influences Employee Performance
‘America-First’ Line of Separately Managed Account Investment Vehicles Debuts from Trump Media, Partners
IRS Updates Safe Harbor Explanations for Retirement Plan Administrators
DOL Releases 2026 Enforcement Projects
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Latest 401(k) News
House Passes Rep. Allen’s Anti-ESG Retirement Investing Bill
Inflation, Market Uncertainty Drive Advisor Skepticism
T. Rowe Price ‘Income Solver’ Software Debuts to Help Extend Client Retirement Income
Russell Investments, ICI, Pledge Trump Account Contributions
Blackstone Joins Empower’s Private Markets Investment Partnership Program
401(k) Plan Price Match Guarantee Debuts at Human Interest
Featured 401(k) News
Three Shifts Defining the Retirement Advisor’s Role in 2026
2025 Inflation Rate Lowest Since 2020 as Average 2026 Social Security Checks Top $2K
Sen. Warren Pushes SEC for Info on Crypto in 401(k) Plans
Managed Accounts May Drive Higher Wealth Values
The Need to Align Retirement Advisors, Plan Sponsors, and Participants in Order to Improve Retirement Outcomes
Plan Sponsors, Participants May Target Income Solutions in 2026
Apollo Backs Russell Investments with $1.2B Financing
Talcott Introduces Fixed Annuities
CFP Board Taps New Chair, AB Appoints President
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401(k) Specialist Podcast
Previewing the Nestimate Retirement Income Summit with Kelby Meyers
Fresh Off the Press: Issue 3 – 2025
10 Years: Thousands of stories. One Mission.
401(k) Specialist celebrates a decade of driving progress, purpose, and professionalism in the retirement plan industry.
1PROFILES IN PARTICIPANT OUTCOMES
Our latest profiles include “Untangling Complexity in a Large Plan” about how Corebridge Financial worked with The Salvation Army Southern Territory to simplify complex plan structures and enhance communication; and “Discovering Alignment with The Breit Group,” where a husband-and-wife RIA team in North Carolina are redefining what it means to align technology with human connection.
2Higher Returns, More Active Management Add Complexity to Private Investments in DC Plans
As regulatory barriers to private investments in 401(k) plans shrink, advisors assess risks, fee structures, and possible fiduciary liabilities before embracing alts in retirement plans.
3A Playbook on the IRS’s Final Regulations on the Roth Catch-Up Contribution Requirement Under SECURE 2.0
The Wagner Law Group’s Jon Schultze and Barry Salkin explain the coming changes.
4Advisors Gaining Popularity Along with the PEPs They’re Selling
New research highlights positive effects of skyrocketing pooled employer plan sales.
Best of the Rest – 401(k) News
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