Corebridge, Equitable Announce ‘Transformational’ Merger, ERIC Celebrates 50
Plus, news from Betterment at Work, Transamerica, Creative Planning, and Public
U.S. Retirement Market Nears $50 Trillion Milestone
New ICI data through end of 2025 shows retirement assets account for 34% of all household…
Visualizing Retirement With a New Sketchbook
Bonnie Treichel and Jamie Hopkins' "Your Retirement Sketchbook" details 125 retirement…
New 401k Averages Book Finds Plan Fees Still Falling, Cost Disparities Persist
Author Valletta notes continued fee compression highlights need for fiduciaries to regularly…
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
Southwest 401(k) Lawsuit Survives Motion to Dismiss, Signals Lower Bar for Fiduciary Claims
Judge allows ERISA case over a single underperforming fund to proceed, potentially reshaping…
Cash Balance Plans Outpace Traditional DB Plans
Of all accruing plans today, 69% are cash balance and only 31% comprise of traditional DB
Retirees Move to Part-Time Work
Many list personal reasons or financial necessities as primary drivers for returning, finds…
Concerns Over Healthcare Costs in Retirement Grow
Still, consumers have done little to prepare for impending healthcare expenses in their later years
Coming (Very) Soon: Public’s First Look at DOL Proposed Rule on Alternative Investments
With news that the White House OMB has completed its review of the proposed rule stemming…
Americans Field Concerns Over Taxes in Retirement
A growing number of respondents to an Allianz Life survey report worries over taxes on…
Featured 401(k) News
Todd Lacey Leaves Financial Finesse for Key Retirement Role at Lincoln Financial
Industry veteran steps down as president at financial wellness pioneer for new SVP role as…
$600B in Annual Outflows Dents DC System Growth: Morningstar
New report finds rollovers and cashouts have significantly reduced total DC assets, but…
Human Interest to Provide Recordkeeping for UBS
Among the services Human Interest offers includes its Rollover Concierge service,…
Rise of AI Could Widen Wealth Gap Unless Investing Access Expands: BlackRock’s Fink
Annual Chairman’s Letter urges expansion of retirement savings, early investing pathways,…
Premiums Lead Benefits Enrollment Decisions for Employees
This is especially true for older generations as they navigate pre-retirement financial options
Ascensus, OneDigital Partner on PEPs
OneDigital will serve as the 3(38) investment fiduciary while Ascensus provides…
Lincoln Financial Expands Suite of Retirement Income Features
At the same time, Lincoln also announced the introduction of a FIA income calculator
Kestra PWS Unveils Timeless Private Wealth
One offering includes preparing clients entering a “rewirement”
Invesco to Support Trump Accounts, Morgan Stanley Tops $1T in IRA Assets
Plus, news from Waverly Advisors, Osaic, and T. Rowe Price
401(k) Specialist Podcast
Modernizing Retirement Plan Technology with Congruent Solutions’ Mahesh Natarajan
Key Takeaways Much of the technology infrastructure that powers the workplace retirement plan industry could use an update to improve on old legacy systems to better serve the needs of today’s 401(k) participants. To learn more about how and why it needs to evolve, we talk with techno-business leader Mahesh Natarajan, Chief Revenue Officer…
