T. Rowe Price Launches New ETF
Commonwealth Affiliate Moves to Cetera
10 States that Rely Most and Least on Social Security
DOL Files Fourth Amicus Brief Backing Plan Sponsors in Forfeiture Suits
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Latest 401(k) News
J.P. Morgan AM Taps Executive Director, Corebridge Brings Crypto to Annuities
Billion-Dollar RIAs Drive Expansion with AI
$70 Million ERISA Lawsuit Filed Against Bloomberg 401(k) Alleging Plan Mismanagement
The Businesses and Billionaires Promising Trump Account Contributions
Affordability Squeeze Makes Americans More Risk Averse, F&G Survey Finds
Private Equity Funds Lag Behind in Performance
Featured 401(k) News
T. Rowe Price 2026 Retirement Market Outlook: Regulation Expected to Move Faster than Legislation
JPMorganChase Pledges $1K Contribution to Trump Accounts
The 401(k) ‘Race’ is a Marathon
New Bill Would Forgive 401(k) Withdrawal Fines for Home Buyers
Financial Services CEOs Call for Reduced Tensions in Minneapolis
This Rocky Mountain State is the Best Place for Retirement
Building the Infrastructure Needed to Bring Private Assets into 401(k)s: A Roadmap for Asset Managers
Ubiquity Names James Hobson New CEO to Succeed Chad Parks
Employers Prioritize Financial, Retirement Goals as Generations Shift Focus
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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
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