Thank you for completing the 2025 Readership Survey. We love hearing from you!
401(k) Practice
TIAA, Capitalize Collaborate to Simplify Rollover Experience
Plus, news from Betterment, Securian Financial, Northern Trust, and more
Retirement Confidence Dips for Middle-Income Americans
High costs plus concerns over Social Security insolvency have led middle-income workers…
Vestwell Raises $385 Million, Doubles Valuation
Series E round brings total capital raised to $660 million with new funding to expand…
401(k) Products
TIAA, Capitalize Collaborate to Simplify Rollover Experience
Plus, news from Betterment, Securian Financial, Northern Trust, and more
Mission Wealth Integrates with RightPath
RightPath says the integration aligns its personalized retirement planning expertise with…
StraightLine Partners with Financial Wellness Labs on Retirement Readiness
StraightLine expects the model to be particularly effective in nonprofit, academic, and…
401(k) Fiduciary
Stifel 401(k) Plan Subject of New $134 Million ERISA Case Over Fund Performance
Similar to recent filing against Blomberg’s 401(k), suit from Sanford Heisler Sharp McKnight…
155 ERISA Fiduciary Lawsuits Filed in 2025 as Litigation Broadens
Encore Fiduciary report shows ERISA class action filings approached a record high last year…
EBSA Recuperates $1.4B to Employee Benefit Plans, Participants, and Beneficiaries
Most of the recuperations came from enforcement actions and informal complaint resolutions
401(k) Regulation
Trump Accounts Not Subject to ERISA: Industry Wants Certainty
In comments to Treasury and the IRS, organizations sound off on how the new accounts can be…
SEC Backs New FINRA $300 Limit on Gifts
The approval was filed by the SEC on Wednesday in the Federal Register
SECURE 2.0 Adoption Trends: Plan Sponsors Lean Into Enhanced Catch-Up Contributions
New Vanguard analysis finds more than 9 in 10 plans have implemented the higher catch-up limit
Latest Podcast Episode
What Participants Really Want from Managed Accounts with Fidelity’s Lorianne Pannozzo
As retirement planning strives to become more personalized, plan sponsors are under…
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