Reintroduced Bill Would Grant Roth IRA Rollovers
Higher Returns, More Active Management Add Complexity to Private Investments in DC Plans
Gold Glitters as a Hedge Against a Stock Market Crash
IRIC Forecasts Retirement Income Adoption, Financial Wellness Expansion for 2026
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Latest 401(k) News
INVEST Act in House Could Finally Be Vehicle to Allow CITs in 403(b)s
Clients Seek Medicare Guidance to Prep for Retirement
Flexible Strategies Can Surge Starting Safe Retirement Withdrawals
Vanguard, TIAA Team Up to Launch Target-Date CIT with Built-In Annuity
‘Pension Predators’ Hearing Targets Abusive ERISA Lawsuits
Treasury, IRS Release Guidance on ‘Trump Accounts’
Featured 401(k) News
Dell Foundation Donates $6.25B to ‘Trump Accounts’
Greece Tops 2026 Global Retirement Index for First Time
Untangling Complexity in a Large Plan
Fifth Circuit Acts Quickly in Granting EBSA Request to Dismiss Fiduciary Rule Appeals
ShareBuilder 401K Pauses Setup Costs Through Dec. 23
Bipartisan Bill to Streamline 401(k) Distribution Options, Expand In-Service Rollover Choices is Back
Cetera Adds $265M Firm from Osaic
Lawmaker Introduces Bill Supporting Pleading Standards for ERISA Suits
A Decade of 401(k) Specialist: From Upstart to Industry Voice
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Keep up-to-date on the latest news in the 401(k) retirement industry. Right to your inbox.
Sign up today to receive your FREE subscription to the only publication written exclusively for the 401(k) advisor!
Sign up for our email newsletter
Keep up-to-date on the latest news in the 401(k) retirement industry. Right to your inbox.
401(k) Specialist Podcast
Technology and the Future of Retirement Planning with Morningstar Retirement’s Michael Allen
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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Keep up-to-date on the latest news in the 401(k) retirement industry. Right to your inbox.
