Trump FY 2027 Budget Holds Social Security Funding Flat
Budget request dropped Friday keeps SSA funding unchanged, but draws criticism over agency underfunding and domestic program cuts as Republicans back what would be a major defense spending increase
Radish Plan Selects IRALOGIX as Provider, TRA Appoints Internal Plan Consultant
Plus, news from Manulife John Hancock Retirement, Modern Wealth, DWC — The 401(k) Experts,…
Retirement Progress Reverses as Saving, Participation Rates Slip in 2025: Dayforce Report
Data shows workers pulling back on retirement saving—rates, participation, and contributions…
Experts Question DOL Proposal on Private Investments in 401(k)s
While news of the proposed rule has been met with celebration, some are examining how the…
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 18, 2026 Excessive fee claims. Forfeiture lawsuits. Voluntary benefits…
Latest 401(k) News
Treasury’s Bessent: Financial Literacy ‘Fuels the American Dream’
As April ushers in Financial Literacy Month, SEC Chair Atkins encourages Americans to invest…
Americans Driven to Course Correct Financial Decisions
Close to all of respondents in a Corebridge Financial survey say they're motivated to "make…
Performance and Dangers in 2026: Protect Yourself
A correction may be starting to put target date funds and other retirement savings at risk
New Bill Would Repeal Retirement Earnings Test
Proposed legislation by Chairman Rick Scott would help aging Americans continue part- or…
Americans Predict Needing $1.46M in Retirement
The Northwestern Mutual findings, coupled with other insights, show a growing crisis for…
TIAA Data Shows Momentum for Lifetime Income Solutions Among Plan Sponsors
A new analysis of defined contribution plans show annuity-embedded defaults are increasingly…
Featured 401(k) News
Proposed Legislation Bars Crypto From Social Security Trust Funds
The No Crypto in Social Security Act would safeguard Social Security trust funds from…
4 Million Children Signed Up for Trump Accounts: IRS
New data reveals 1 million have claimed the $1,000 pilot program contribution
DOL’s 6-Factor ‘Safe Harbor’ Could Reshape 401(k) Fiduciary Playbook
New proposed rule offers a process-driven roadmap for selecting investments—aiming to reduce…
Capitalize Launches 401(k) Rollover Solution for Advisors
The Capitalize for Advisors platform aims to help advisors track down held-away accounts and…
When Glide Paths Fail: Rethinking Downside Protection in Target Date Funds
Recent market breakdowns have exposed a structural limitation in traditional glide path…
Middle-Income Households Slowly Gain Traction with Advisors, Providers
Cerulli’s latest report explains why financial professionals should start serving these…
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…
DOL Unveils Fiduciary Rule Opening Door to Alternative Investments in 401(k)s
Proposed regulation outlines process-based safe harbors for plan fiduciaries, reinforcing…
Vanguard Launches New ETF Suite
The funds are designed to help investors manage interest rate risk and credit risk while…
401(k) Specialist Podcast
Modernizing Retirement Plan Technology with Congruent Solutions’ Mahesh Natarajan
Key Takeaways Much of the technology infrastructure that powers the workplace retirement plan industry could use an update to improve on old legacy systems to better serve the needs of today’s 401(k) participants. To learn more about how and why it needs to evolve, we talk with techno-business leader Mahesh Natarajan, Chief Revenue Officer…
