Browsing Category
401(k) Practice
3906 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 Delay Retirement to Age 63
Those who don't have any financial plan in place plan to delay a full five years more, finds Empower
Only 6% of Higher Ed Institutions to Join Pooled Plan Solutions
The report by Transamerica analyzes how pooled plan arrangements can increase access and retirement savings for participants in higher ed institutes
401(k) Balances (and Millionaires) Dip Slightly in Q3: Fidelity
Recordkeeper’s new report out today reveals retirement account balances down for the quarter, but 401(k)s still up double-digits from a year ago
Corporate Roundup: 401GO Launches IRA, Waverly Acquires Prosper
401GO announces the release of its IRA solution, Waverly Advisors announces acquisition of Prosper, and more
Bridging the Gap: Staring Down the Retirement Industry’s Biggest Challenge
The problem—and opportunity—facing advisors: Americans who lack of access to a 401(k) at work
Millennials to Emphasize Retirement Savings Come 2024
Voya reports 95% of Millennials believe that making contributions to their retirement plan is extremely important or important
401(k) Contribution Rates Slip in 2022: PSCA
66th annual survey of defined contribution plans shows declines from all-time highs in 2021
The ‘4% Rule’ is Back: Morningstar
Prospects for retirement income look a bit brighter as new research paper raises the safe starting withdrawal rate back to the standard 4%
Higher Numbers of HSAs Positioned as Retirement Savings Strategy
Annual benchmarking report by PSCA finds more employers are marketing the tool as a retirement savings vehicle
2023 Small 401(k) Plan Sales at Empower Top $10 Billion
Alongside record organic growth in new plan sales, recordkeeper reports significant growth within its advisor managed account business