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401(k) Practice
Retirees Thrive Despite Financial Anxieties Ahead
Many are particularly concerned over affording long-term care, reports TCRS
Bob Doll: 7 of 10 2025 Predictions Came to Fruition
Crossmark Global Investments leader says investors expect yet another year of double-digit…
Trump Accounts Website Goes Live as Ray Dalio Pledges Contribution
The billionaire follows the lead of the Dell Foundation, who announced in December a $6.25B pledge
401(k) Products
Alternatives Gain Ground Among Plan Advisors After Federal Policy Shift
New research from Escalent finds one quarter of defined contribution plan advisors likely to…
ADP Launches PEP with Embedded Payroll, Recordkeeping Integration
New “Save4Retirement” Pooled Employer Plan designed to cut costs and complexity
TIAA Broadens Access to Financial Advice with Latest Campaign
The rebrand aims to help educators, healthcare workers, researchers, and public servants…
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
Glenn Dial of American Century Investments on Why Sponsors and Participants See Retirement Risks So Differently
American Century’s latest survey reveals key retirement risks, including income gaps and…
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