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401(k) Practice
Alto Grows Business Development Leadership
The IRA platform announced a new head of Revenue and VP of Enterprise Partnerships
Creative Planning Acquires Baseline Wealth Management
he acquisition will add $1 billion in assets to Creative Planning
IRAs, 401(k)s, Drive Growth in U.S. Retirement Assets
ICI data shows assets in government and private-sector DB plans also increased in Q3 2025
401(k) Products
‘America-First’ Line of Separately Managed Account Investment Vehicles Debuts from Trump Media, Partners
Truth Social-branded portfolios built around “American values and priorities”
T. Rowe Price ‘Income Solver’ Software Debuts to Help Extend Client Retirement Income
New tool for financial advisors coordinates clients’ withdrawals from investment assets,…
401(k) Plan Price Match Guarantee Debuts at Human Interest
“First-of-its-kind” move termed a commitment to customers for price transparency
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
Trump Plan to Use 401(k) Money for Housing Down Payments to be Revealed in Davos Next Week
White House economic advisor Kevin Hassett said mechanics “still being worked out” but Trump…
IRS Updates Safe Harbor Explanations for Retirement Plan Administrators
Notice 2026-13 revises how plan administrators can inform participants about the tax…
DOL Releases 2026 Enforcement Projects
Today’s issuance comes just days after EBSA filed a proposed rule on alts in 401(k) plans
Latest Podcast Episode
Previewing the Nestimate Retirement Income Summit with Kelby Meyers
In the first new 401(k) Specialist Pod(k)ast episode of 2026, Editor-in-Chief Brian Anderson…
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