Why Retirement Plan Specialists May Need to Broaden their Scope
Leaders at 2026 Viking Cove Institute 100 Summit encourage retirement advisors to help with adjacent issues like healthcare and wealth management
Why Judgment is Now the Best Shield for 401(k) Specialists
The law still requires that a fiduciary demonstrate their procedural prudence, but Don Trone…
EP Wealth Announces Partnership with Thompson Wealth Management
The collaboration is EP Wealth’s third in 2026
Wealthspire Launches Family Office Platform
The platform brings together capabilities from Wealthspire, Fiducient Private Client, and…
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 9, 2026 Excessive fee claims. Forfeiture lawsuits. Voluntary benefits…
Latest 401(k) News
Trump Accounts Take Shape with New Treasury, IRS Guidance Today
Proposed regulations on account elections and a $1,000 pilot contribution program will open…
Crypto.com Launches IRAs, Prime Pensions Names CEO
Plus, news from Ameritas, Hightower Advisors, Prime Capital, and Nationwide Retirement Solutions
Wealth Enhancement Acquires $1.2B Advisory Team from TFB Advisors
Following the deal, the acquired group will operate as The Archer Team at Wealth Enhancement
Plan Sponsors Struggle Meeting Healthcare Expectations as Costs Rise
However, artificial intelligence (AI) tools could help mitigate costs, reports Conduent
Financial Advisors Aren’t Worried About AI Impacts to Industry
Rather, advisors are looking forward to the technology helping them redefine their roles,…
‘How America Saves 2026’ Preview: Strong Market, Auto Features Power Record 401(k) Balances
Early look at Vanguard’s annual overview of retirement saving behavior shows automatic…
Featured 401(k) News
401(k), 403(b) Account Balances Hit Double-Digit Swings in 2025
Balances for individual retirement accounts (IRAs) also saw increases in Fidelity’s latest…
Industry Leaders Converging on Carlsbad for 2026 VCI 100 Summit
Event March 4-6 designed to “spark bold thinking, real dialogue, and actionable momentum”
How Different Generations of Women Respond to Wealth Needs
The preferences also extend to how women engage with financial professionals
5 Forces Reshaping Retirement Led by Rise of the ‘Individualized Pension’
BlackRock’s inaugural 2026 Retirement Trends Report explores how 401(k)s are evolving to…
Few Employers Consider Offering Trump Accounts
Over half do not expect to move forward with Trump Accounts in the near-future, Mercer…
IRI Urges Congress to Mandate Lifetime Income Option in DC Plans
Insured Retirement Institute’s 2026 Retirement Security Blueprint includes 33 proposals
Women Identify Themselves as CFOs of Their Households
Millennial women especially take charge of finances at home, reports Allianz Life
Voya to Offer F&G Annuities in New Partnership
Voya professionals will also have access to educational resources and product expertise
Guardian Announces Avantos Partnership
In addition to using the platform for its advisors, Guardian is also a strategic insurance…
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…
