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401(k) Practice
Retirement Confidence Falls as Social Security, Medicare Concerns Mount
Two-thirds of workers in an EBRI/Greenwald Research survey expressed interest in a Social…
Lincoln Financial, Waterlily Partner on Long-Term Care Plans
The partnership aims to extend awareness and availability of long-term care to a wider audience
Client Satisfaction Key for Growth Among Recordkeepers
Keeping clients happy is even more important now as greater number of plan sponsors conduct…
401(k) Products
IRIC, SPARK Institute Launch Retirement Income Evaluation Tool
Resource created to help advisors, plan sponsors, consultants and fiduciaries make informed…
Lincoln Financial, Waterlily Partner on Long-Term Care Plans
The partnership aims to extend awareness and availability of long-term care to a wider audience
Safe Harbor Rolls Out PEP Built for Cannabis Employers
New Safe Harbor Retirement Plan helps enable legal cannabis operators to offer stable,…
401(k) Fiduciary
Aronowitz Makes Case Against Frivolous ERISA Lawsuits at NAPA
EBSA chief outlines goals of proposed Investment Selection Rule aimed at reducing fiduciary…
DOL Sees Proxy Advisors as ERISA Fiduciaries in New Guidance
The guidance comes several months after President Donald Trump signed an executive order…
Industry Leaders React to DOL Proposal Expanding Alternatives to 401(k)s
While many celebrated the proposal, one institution voiced concerns over its potential safe…
401(k) Regulation
What Might Make SECURE 3.0—and How Advisor Input is Influencing the Next Big Retirement Bill
At this week’s NAPA 401(k) Summit, ARA’s Brian Graff, Kelsey Mayo and Josh Oppenheimer…
Chavez-DeRemer Resigns From Labor Secretary Post
Deputy Secretary of Labor Keith Sonderling will take on the new role as acting secretary
Graff: SECURE 3.0 Set to Be Bigger, Driven by Auto-Enrollment Push
At the NAPA Summit, ARA CEO Brian Graff said political alignment is building for sweeping…
Latest Podcast Episode
George Fraser’s GigMatch Debuts at NAPA 401(k) Summit
Rockstar advisor George Fraser joins the podcast to announce "GigMatch," a revolutionary app…
Fresh Off the Press

Private Equity’s Fast Lane to 401(k)s
Why the drive has accelerated in 2025—and who wants to hit the brakes