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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.
IRALOGIX Names COO
Tom Albergo will assume his new position on December 2
Americans Likelier to Discuss Finances with Family in 2024
Four-out-of-five respondents in a Fidelity study believe it’s important to speak with the young people in their lives about finances
SEC Collects $8.2B in Financial Remedies for FY 2024
Still, enforcement activity has decreased compared to fiscal year 2023, the SEC reports
Retirees Question the Future of Social Security
The latest TCRS study finds that 42% of respondents believe Social Security will be the reduced or eliminated
‘Retireholics: The Movie’ Set to Disrupt ‘Glicked’ Box Office Dominance?
Here’s the story behind the long-awaited film—with special guest star Fred Reish—set to debut on “Blackout Wednesday”
Rhode Island, Connecticut Partner on Auto IRAs
The RISavers Program will partner with an existing program in Connecticut to offer retirement benefits for uncovered private sector workers
J.P. Morgan Wealth Management Tops J.D. Power’s Digital Experience Rankings
Firm ranks first in overall customer satisfaction and among self-directed investors as new study finds most firms not living up to client expectations
10 ‘Wealthiest, Safest’ Retirement Towns
GOBankingRates is back with another ranking of U.S. retirement havens fancied by wealthy seniors who value safety
Annuity Benefit Payments Reach $104B in 2023
This is a 9% increase compared to 2022, finds the ACLI
Corporate Roundup: Fiserv and ADP Partnership, NAGDCA Offers Governmental DC Plans Guide
The latest news from Fiserv, ADP, NAGDCA, T. Rowe Price, and more