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401(k) Practice
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401(k) Specialist is the advisor professional’s resource for excelling in their 401(k) practice. It uniquely combines expert analyses, regulatory updates, and industry trends to provide a comprehensive understanding of the 401(k) landscape. The magazine’s dedication to covering a wide array of topics—from investment strategies and plan management to participant engagement techniques—ensures readers have the most current and actionable information at their fingertips. Whether you’re seeking to enhance your knowledge base, stay ahead of industry developments, or find practical solutions to client challenges, 401(k) Specialist equips you with the tools necessary for success in a competitive field.
The Best of 2024: Most-Viewed Content
As the year comes to a close, here are the topics and coverage that caught readers’ eyes over the past 12 months
Americans Divided on Financial Outlooks
Yet almost all are aware of the importance in saving for retirement, finds Logica's latest study
‘Silver Tsunami’ to Bring Wave of Wealth to Children of Boomers
Freddie Mac report finds most Boomers plan to retire in place; leave real estate wealth to kids
Student Loan Matching in Retirement Plans: Tips for Advisors and Clients (Part 2)
Retirement industry experts Theresa Conti and Christina Tunison explain student loan matching provisions under SECURE 2.0 and how advisors can help clients apply them
The Jolliest Retirement Facts of 2024
Enjoy the holidays with these top merry stats on retirement planning and savings
Americans Resolve to Focus on Finances in 2025
35% In Allianz Life’s 2025 New Year’s Resolution Study say they think their overall financial situation will be better next year
Corporate Roundup: Waverly Buys Planning Capital, The Standard Welcomes PEP Sales Director
The latest news from Waverly Advisors, The Standard, Lincoln Financial Group, and Commonwealth
Concurrent Hires Retirement Division Lead
David Montgomery was most recently the director of Retirement Investment Services at OneDigital
Top 10 Highlights from PSCA’s Newest Survey of 401(k) Plans
Participants and organizations contributed more to 401(k)s in 2023 than the year before, finds PSCA in their latest survey
Caregiving and Unexpected Costs Add to Financial Struggles for Pre-Retirees
Rising inflation, caregiving priorities, and unexpected financial hits have led some to feel less financially prepared for retirement, finds SOA