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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.
Employees Reflect on Financial Wellbeing this Holiday Season
Older workers share key financial lessons like saving for retirement earlier, maximizing employer matches, and building an emergency savings fund
Americans Resolving to be ‘Practical’ Financially in 2025
Fidelity’s 16th Annual Resolutions Study finds unexpected expenses and inflation are top financial concerns as majority of Americans say they’re focused on building up emergency savings
Corporate Roundup: Morningstar Names CFO, Ellevest CEO Steps Down
The latest news from Morningstar, Ellevest, IRALOGIX, and more
Gen X Expects Needing $1M to Retire Comfortably
Yet the reality is that most expect to save around $600,000, finds Schroders
‘RetireTech Map 1.0’ Highlights Retirement Plan Industry Innovators
KWP Growth Partners unveils first version of resource that will be continually updated
Morningstar Lowers Retirement Withdrawal Rate to 3.7%
Morningstar credits higher equity valuations and lower fixed income yields for the decrease in its new State of Retirement Income report
Retired Women Cite Costs as Top Retirement Surprise
Despite the shock, 51% of retired women describe their financial health as “good” or “very good"
LPL Reaches Settlement with Fired CEO
Dan Arnold will receive nearly 15% of what he would have earned through severance if he had been fired "for good reason"
Vanguard Launches Advice and Wealth Management Division
Industry veteran and member of Vanguard's senior leadership team Joanna Rotenberg will helm the new division
Corporate Roundup: Prudential Appoints CEO, Vanguard Senior Leader to Retire
The latest news from Prudential, Vanguard, and Nationwide