Browsing Category
401(k) Practice
4216 posts
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.
More Americans Expect to Leave Inheritance, Fewer Anticipate Getting One
Despite only 20% expecting to receive an inheritance, 57% of those who do say it is "highly critical" for their financial stability
How Much Americans Need to Feel ‘Financially Comfortable’ in 2025
Up from last year, but still down from 2023 according to Schwab’s 2025 Modern Wealth SurveyHow Much Americans Need to Feel ‘Financially Comfortable’ in 2025
Retirees Choose Saving, Not Spending, in Retirement
Research from David Blanchett and Michael Finke explains how language and annuities impact retirement spending behavior
Plan Sponsors Shift Priorities to Cybersecurity, AI
Rather than focus on past priorities like lowering plan fees, employers are zeroing in on cybersecurity and AI
Why Increasing Access, Participation in Workplace Retirement Plans Needs to be Prioritized: Pew
New research highlights savings challenges of workers without employer-sponsored benefits—and how not easing the problem creates a bigger one down the road for taxpayers
Gen Z Investors Thrive in Saving for Retirement
Sixty-seven percent of Gen Zers were "significantly more" confident than older generations, reports Betterment's latest retail investor survey
Pontera Brings in Lisa Gomez as Strategic Advisor
Former EBSA head will work alongside the DC industry on key policy issues
‘Bobby Bonilla Day’ Enhanced This Year by New Short Film from TIAA and Nuveen
Legendary deferred compensation contract celebrated with “The Big Deal,” which shows how DC plan participants can also lock in lasting security like Bonilla
Gen X Stands as Greatest Wealth Window for Advisors
Cerulli research highlights the Sandwich Generation as the largest growth area for advisory, investment, and retirement industries
State Street Sheds ‘Global Advisors’ in Rebrand
The firm announced a change to its name and visual identity