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401(k) Practice
Reintroduced Bill Would Grant Roth IRA Rollovers
If enacted, the legislation would allow rollovers from Roth IRAs to other Roth accounts
Higher Returns, More Active Management Add Complexity to Private Investments in DC Plans
With regulatory barriers to private investments in 401(k) plans being lowered, advisors are…
IRIC Forecasts Retirement Income Adoption, Financial Wellness Expansion for 2026
The IRIC releases list of top trends shaping retirement plan industry in the new year
401(k) Products
Vanguard, TIAA Team Up to Launch Target-Date CIT with Built-In Annuity
Two trusted names delivering an in-plan retirement income solution providing a guaranteed…
ShareBuilder 401K Pauses Setup Costs Through Dec. 23
Mid and small business owners could save up to $750 in setup costs, the digital 401(k)…
Vanguard, Wellington Management Partner on ETFs
Each ETF can serve as a key component in a diversified U.S. equity portfolio and are…
401(k) Fiduciary
Fifth Circuit Acts Quickly in Granting EBSA Request to Dismiss Fiduciary Rule Appeals
Opponents celebrate developments; DOL could put forth a new fiduciary rulemaking effort as…
AI Tech to Spot Fiduciary Risks in Coming Years
The industry could see an uptick in businesses utilizing the technology to reduce ERISA…
Lawmakers Press DOL, SEC on Crypto Exposure in 401(k)s
Sens. Warren and Sanders called on the federal agencies to answer questions assessing risks…
401(k) Regulation
INVEST Act in House Could Finally Be Vehicle to Allow CITs in 403(b)s
Retirement Fairness for Charities and Educational Institutions Act one of 20 bills included…
‘Pension Predators’ Hearing Targets Abusive ERISA Lawsuits
Tuesday committee hearing explores concerns about formulaic ERISA class actions critics say…
Treasury, IRS Release Guidance on ‘Trump Accounts’
Guardians will be able to use Form 4547 to enroll in a “Trump Account” program
Latest Podcast Episode
Technology and the Future of Retirement Planning with Morningstar Retirement’s Michael Allen
Discover how Morningstar is using retirement technology to deliver personalized, scalable…
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