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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.
Financial Instability Hurting Retirement Preparedness
Less than half of workers believe they'll be ready for retirement, according to a new Betterment at Work study
Feeling Wealthy Continues to Elude Even the Wealthy
Edelman Financial Engines research shows two-thirds of Americans now believe they would need at least $1 million to feel wealthy
State Auto-IRAs Driving Small Employer 401(k) Adoption
Comparing firms in Colorado and Oregon to neighboring states, Gusto study finds significant increases in 401(k) plan formation among small businesses
‘Personalized Investing’ is Future of DC: Wilshire
New white paper highlights trends and evolution of multi-asset portfolio solutions in the defined contribution space, particularly TDFs and Managed Accounts
A Big Deal: AFS Acquired by HUB
High-profile retirement plan consulting and wealth manager helmed by principals Alp Atabek, Alex Assaley and Jason Dahl to join Hub Mid-Atlantic as part of agreement announced today
Employers Overestimate Employee Retirement Confidence
A new study from Voya Financial found that while the vast majority of plan sponsors (87%) think their…
Advisor Q&A: Courtenay Shipley Brings Creative Fuel to the Retirement Industry
Retirement Advisor Council Board President Courtenay Shipley, Founder and “Chief Planologist” at Retirement Planology, talks about her unique perspective and what fuels her passion for the industry
CDC: Life Expectancy Increased in 2022
But it still has not fully rebounded to pre-pandemic levels
IBM 401(k) Replacement Elicits Questions from Retirement Leaders
The company's move to change its 401(k) match poses the question of a bigger shift to the defined benefit market
Self-Directed Accounts Becoming Gateway to Lucrative Investor Relationships
J.D. Power ranks top wealth management firms for digital experience among self-directed and full-service investors