Thank you for completing the 2025 Readership Survey. We love hearing from you!
401(k) Practice
Plan Sponsors Express Interest in Private Market Assets
Despite the interest, employers remain skeptical and concerned, finds Cerulli
2 Key Issues Could Drive 2026 Innovation in DC Market: Natixis
New report says CITs in 403(b) plans and adding alternatives in DC plans could redefine the…
HELP Subcommittee Explores Annuity Usage in DC plans
The HELP Subcommitee held a hearing examining the impacts of lifetime income options in…
401(k) Products
Advisors Capital Management, WealthFeed Partner on AI-Powered Lead Gen for Retirement Advisors
WealthFeed’s “money-in-motion” prospecting signals will help advisors engage retirement plan…
5 ‘Made in America-Focused’ Truth Social ETFs Launch on NYSE
Trump Media’s new slate of exchange-traded funds geared toward “patriotic investors”
Seekr, Stephano Slack Partner on AI Agents to Slash 401(k) Audit Time 90%
Companies say AI agents developed through new collaboration reduce manual extraction work…
401(k) Fiduciary
Fred Reish Joins Prime Capital Retirement
Highly respected ERISA authority leaving Faegre Drinker to lead Prime Capital Retirement’s…
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…
401(k) Regulation
SEC Cautions Advisors Over Marketing Rules Compliance
The SEC said it observed violations with testimonials, endorsements, and third-party ratings
Neal’s ‘Automatic IRA Act’ is Back
Congressman reintroduces bill requiring employers with more than 10 employees that do not…
2025 Form 5500 Informational Copies Released by DOL, IRS
New plan characteristic codes added; IRS will release paper copies of Form 5500-EZ and…
Latest Podcast Episode
Measuring Retirement Income Outcomes: Allianz Life’s Danielle Kelso
Allianz Life Insurance Company of North America’s latest white paper takes a deep look at…
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