Ascensus, OneDigital Partner on PEPs
OneDigital will serve as the 3(38) investment fiduciary while Ascensus provides recordkeeping, 3(16) administrative fiduciary services, and more
Lincoln Financial Expands Suite of Retirement Income Features
At the same time, Lincoln also announced the introduction of a FIA income calculator
Kestra PWS Unveils Timeless Private Wealth
One offering includes preparing clients entering a “rewirement”
Invesco to Support Trump Accounts, Morgan Stanley Tops $1T in IRA Assets
Plus, news from Waverly Advisors, Osaic, and T. Rowe Price
A quarterly series devoted to 401(k) advisors and the topics that mean the most to them. In our first-ever quarterly Deep Dive series, high-profile ERISA attorneys (including those doing much of the suing) break down why plans are targeted—and what advisors and sponsors must do to protect themselves.
How Not to Get Sued: A 401(k) Specialist Deep Dive
Last Updated: March 18, 2026 Excessive fee claims. Forfeiture lawsuits. Voluntary benefits…
Latest 401(k) News
March Madness Betting Boom Raises Concerns for Retirement Savings
As Americans wager a record $3.3 billion on the NCAA tournament, recent data highlights the…
Reduced Retirement Savings Linked to Student Loan Debt Anxiety
Forty percent of respondents to a Tuition.io survey say debt has impacted their ability to…
Treasury Bond Term Structure is Shifting. Look out Below.
Ron Surz says rising intermediate yields are reshaping the curve and could spell losses…
Empower to Support Trump Account Rollovers
Recordkeeper plans to act as rollover custodian for new 530A savings vehicle with details to…
Americans Describe Retiring on Their Own Terms
Nearly three-quarters of respondents do not anticipate a traditional retirement in their…
Breaking: DOL Reverts to 5-Part Fiduciary Test After Retirement Security Rule is Struck Down
Following court action this week vacating the Biden-era 2024 Retirement Security Rule, the…
Featured 401(k) News
This Modern Banking Platform Achieved Top Scores in Overall Satisfaction for DIY Investors
Plus, a traditional firm reclaims the top spot in overall satisfaction among advised…
Texas Judge Signs Order Officially Ending Fiduciary Rule
The decision has prompted life insurance organizations to come out and commend the termination
Growing Number of DC Participants Convert to Wealth Clients
Close to two-thirds of advisors have converted at least 6% of DC participants to wealth…
Utilizing Complex Strategies to Solve Retirement Withdrawal Decisions
Report from Morningstar details strategies for retirees to spend more during retirement
Social Security Trust Fund Now Projected to Run Dry in 2032: CBO
Updated forecast moves depletion date up a year, raising urgency for reform as retirees face…
NEPC Rolls Out ‘Stratum One’ Pooled Employer Plan
Partnering with Empower and NPPG, new PEP will centralize fiduciary oversight, reduce…
ERISA Litigation Reform Act Heads to House Committee Markup
Bill seeking to curb “meritless” lawsuits one of seven to be amended and debated Tuesday…
Transamerica Launches AI-Powered ‘Pearl’ to Speed Retirement Plan Rollovers
New virtual assistant combines AI, data, and human support to help participants consolidate…
15 States with Most, 5 States with Least Retirement Savings
New SmartAsset analysis finds wide state-by-state gap in average savings and utilization of…
401(k) Specialist Podcast
Modernizing Retirement Plan Technology with Congruent Solutions’ Mahesh Natarajan
Key Takeaways Much of the technology infrastructure that powers the workplace retirement plan industry could use an update to improve on old legacy systems to better serve the needs of today’s 401(k) participants. To learn more about how and why it needs to evolve, we talk with techno-business leader Mahesh Natarajan, Chief Revenue Officer…
