Wait Continues for DOL Proposed Rule on Alternative Assets
Bipartisan Bill Seeks Uniform Form 5500 Filing Deadline
Envestnet Names Chief Growth Officer, Morningstar Expands Vanguard Relationship
Rising Healthcare Costs Threaten Retirement Income
Don’t Miss an Update
Keep up-to-date on the latest news in the 401(k) retirement industry.
Sign up today to receive your FREE subscription to the only publication written exclusively for the 401(k) advisor!
Latest 401(k) News
‘Otto’ Debuts at RPAG to Provide AI Assistance to Retirement Plan Advisors
TDF Investing Linked to Upticks in Retirement Confidence
Savi Acquires Fiducius to Grow Employer Reach
8 Telling Takeaways from 2 New Emergency Savings Surveys
Offering Student Loan Benefits Could Add $200K to Retirement Savings
Women Struggle Saving for Retirement While Handling Finances
Featured 401(k) News
Advisors Look to AI for Client Outreach
Regrets, They Have a Few: Recent Retirees Wish They Did More to Save
Record U.S. Life Expectancy Raises Bar for Retirement Readiness
Financial Wellness, Technology to Shape Workplace Innovation
Vanguard Cuts Fees Again, Lowers Average Expense Ratio to 0.06%
EBSA Recuperates $1.4B to Employee Benefit Plans, Participants, and Beneficiaries
T. Rowe Price Launches New ETF
Commonwealth Affiliate Moves to Cetera
10 States that Rely Most and Least on Social Security
Sign up today to receive your FREE subscription to the only publication written exclusively for the 401(k) advisor!
Don’t Miss an Update
Keep up-to-date on the latest news in the 401(k) retirement industry.
401(k) Specialist Podcast
What Participants Really Want from Managed Accounts with Fidelity’s Lorianne Pannozzo
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
Don’t Miss an Update
Keep up-to-date on the latest news in the 401(k) retirement industry.
