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Your 401(k) News

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401(k) Specialist is your premier source for 401(k) news and retirement planning, especially for those navigating the complexities of 401(k) plans. It provides an unparalleled depth of knowledge through expert insights, focusing on regulations, investment strategies, and best practices. With comprehensive coverage on everything from regulatory changes to practical saving tips, it ensures advisors are well-informed on maximizing their clients’ retirement savings. 401(k) Specialist also highlights industry trends and innovations, offering actionable advice for optimizing contributions and investment choices. Furthermore, its educational resources facilitate continuous learning, making it an essential tool for both novices and seasoned professionals in 401(k) planning.

Wealthy Americans Retirement, Northwestern Mutual

3 minute read

Wealthy Americans Look for Help with Financial Planning

Northwestern Mutual found 47% of high-net-worth individuals say their financial planning still needs improvement

byAmanda Umpierrez

September 12, 2023

9 minute read

New DOL Fiduciary Rule Under OMB Review; Gets Bashed by Insurance Trade Groups

While actual text of proposed fiduciary rule delivered to OMB late Friday won’t be made public for about a month, groups say it “will hurt working families’ ability to save for retirement”

byBrian Anderson

September 11, 2023

2 minute read

Cetera to Purchase Avantax for $1.2B

As a part of the acquisition, Fidelity will serve as a custodial partner for Cetera

byAmanda Umpierrez

September 11, 2023

1 minute read

Andrew Biggs Explains Why There Really Is No Retirement Crisis

Andrew Biggs, Senior Fellow at the American Enterprise Institute and a former Deputy Commissioner of the Social Security Administration, explains why he thinks most Americans probably are indeed saving enough for retirement, and how what he says are “flawed” calculations exaggerate the shortfall of Social Security’s retirement income replacement rate.

byBrian Anderson

September 11, 2023

6 minute read

Corporate Roundup: PASI Joins USRBP, Mercer Appoints CIO

U.S. Retirement & Benefits Partners announced its acquisition of Pension Administrative Services, Mercer appointed its latest chief investment officer, and more

byAmanda Umpierrez

September 8, 2023

3 minute read

UAW Wants Pensions Back for Workers; Automakers Keen on 401(k)s

“Audacious” demand may merely be a bargaining chip as General Motors, Stellantis and Ford are unlikely to go back to defined benefit plans

byBrian Anderson

September 8, 2023

Retirement Planning Marathon, QPA 401(k) Day

2 minute read

Qualified Plan Advisors Runs 401(k) for National 401(k) Day

The five-person team began the 250-mile run on Sunday and is expected to complete it on Friday

byAmanda Umpierrez

September 8, 2023

3 minute read

Cassidy Calls on Biden to Withdraw Julie Su’s Nomination as Labor Secretary

Senate HELP Committee Ranking Member introduces legislation to prevent Su from serving as Acting Secretary of Labor indefinitely

byBrian Anderson

September 7, 2023

2 minute read

Employers Anticipate Higher Health Benefit Costs for 2024

Early findings from a Mercer survey show that plan sponsors expect total health benefit costs to rise 5.4% in 2024

byAmanda Umpierrez

September 7, 2023

3 minute read

DOL Seeks Nominees for 5 Vacancies on 2024 ERISA Advisory Council

Interested parties have until Oct. 23 to apply for a 3-year term on the 15-member board that makes recommendations to Labor Secretary on ERISA matters

byBrian Anderson

September 7, 2023

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Your 401(k) News

Wealthy Americans Look for Help with Financial Planning

New DOL Fiduciary Rule Under OMB Review; Gets Bashed by Insurance Trade Groups

Cetera to Purchase Avantax for $1.2B

Corporate Roundup: PASI Joins USRBP, Mercer Appoints CIO

UAW Wants Pensions Back for Workers; Automakers Keen on 401(k)s

Qualified Plan Advisors Runs 401(k) for National 401(k) Day

Cassidy Calls on Biden to Withdraw Julie Su’s Nomination as Labor Secretary

Employers Anticipate Higher Health Benefit Costs for 2024

DOL Seeks Nominees for 5 Vacancies on 2024 ERISA Advisory Council

Trump is No Franklin, But…

EBRI Announces 2025 Lifetime Achievement Award Winners

Gen Xers Want ‘Honest Conversations’ with Parents on Finances

Transamerica Launches ETFs on NYSE

Glenn Dial of American Century Investments on Why Sponsors and Participants See Retirement Risks So Differently

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Retirement at a Glance