Integrating AI in Retirement Planning

byMichael Allen

Greg Jenkins of Invesco helping advisors with 401(k) participant concerns

Private Markets and 401(k)s: Invesco’s Greg Jenkins on What Comes Next

byBrian Anderson

Millennials Torn Between Homeownership and Saving for Retirement

Millennials see housing costs as a deterrent to retirement savings, reports Nationwide

byAmanda Umpierrez

October 20, 2025

Edward Jones Expands Workplace DC Plan Capabilities with New Product Agreements, Technology Investments

Partnerships with Nationwide, Voya, Aboon and Addition Wealth will support local businesses…

October 20, 2025

AllianceBernstein Releases Lifetime Income Portfolio

The fixed annuity guarantee is issued by an insurance company subsidiary of Corebridge Financial

October 19, 2025

Hightower Launches Direct-to-Consumer Practice

Frontier Investment Management is the first RIA to join the brand

October 18, 2025

Private Equity's Fast Lane to 401(k)s — Read the current and past issues of 401(k) Specialist and stay up to date on the latest 401(k) industry news.

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Latest 401(k) News

Aboon Secures $17.5M Funding Round, EFE’s Shah Steps Down

Plus the latest news from ICI, Daybright Financial, Nationwide, Sharebuilder 401k, and more

October 17, 2025

Get Moving or Become Obsolete: 2025 LeafHouse National Retirement Summit

Importance of (and payoff for) disrupting the status quo resonates throughout annual event…

October 16, 2025

HSA Assets Reach $146 Billion

The growth in assets comes as Morningstar releases its top HSA provider assessments

October 16, 2025

Younger Generations Counting on 401(k)s Over Social Security

Few Gen Z, Millennials expect financially troubled program to be their primary source of…

October 16, 2025

Firstrade Integrates Capitalize’s 401(k) Rollover API

Move allows users to seamlessly transfer legacy 401(k)s into Firstrade IRAs

October 16, 2025

Hybrid Annuity Funds for Retirement Planning with Vanguard

Toland Launches ‘Hub’ to Search Annuity Options

The subscription service allows fiduciaries to search over 30 lifetime income products

October 16, 2025

Featured 401(k) News

SS&C to Power $18B in Retirement Services for The Trust Company of Tennessee

Launch of its corporate retirement services on the SS&C retirement recordkeeping platform…

October 16, 2025

Morgan Stanley Corporate Retirement Portal

Morgan Stanley Opens Crypto Investing to All Wealth Clients

The investment firm previously only offered crypto investing to clients in taxable brokerage…

October 15, 2025

Blackstone Launches DC Unit Dedicated to Expanding Access to Private Assets

Move seeks to unlock alternative investment opportunities for retirement savers

October 15, 2025

New Bill Would Codify Trump Alts in 401(k)s EO

The Retirement Investment Choice Act would turn Trump's August executive order into law

October 15, 2025

Human Interest Introduces Enhanced 3(38) Investment Lineup to Lower Small-Biz Fees

New lineup with Great Gray CITs invested in BlackRock index strategies lowers average…

October 15, 2025

SageView President to Lead Retirement Solutions at Creative Planning

The appointment follows Creative Planning’s Oct. 9 acquisition announcement of SageView

October 14, 2025

BlackRock AUM Tops $13 Trillion for First Time

Q3 2025 earnings report shows assets under management up 17% from a year ago thanks to…

October 14, 2025

Senate Passes ESOP Legislation

Two bills that would promote ESOPs now move forward to the House of Representatives

October 14, 2025

Report: If All Workers Had DC Plan Access, Retirement Readiness Would Rise 20%

Vanguard Retirement Outlook finds 4 in 10 Americans on track to maintain their lifestyle in…

October 14, 2025

The Importance of Building Relationships in the Era of AI: LNRS 2025

October 10, 2025

Wilmington Trust Announces Executive Leadership Promotions

October 12, 2025

Transamerica, Fiducient Advisors Launch 403(b) PEP

October 11, 2025

Keep up-to-date on the latest news in the 401(k) retirement industry. Right to your inbox.

401(k) Specialist Magazine Delivered
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Keep up-to-date on the latest news in the 401(k) retirement industry. Right to your inbox.

401(k) Specialist Podcast

Private Markets and 401(k)s: Invesco’s Greg Jenkins on What Comes Next

Private markets are trying to make a move from the margins to the mainstream in workplace retirement plans—and the implications could be enormous. In this episode, we sit down with Greg Jenkins, CFA, Managing Director of Defined Contribution Solutions at Invesco to explore what this potential shift could mean for advisors, plan sponsors,…

Bill McLaren of Lincoln Financial on Market Value Adjustments

Fresh Off the Press – Read the Latest 401(k) Digital Edition

Private Equity’s Fast Lane to 401(k)s

Why the drive has accelerated in 2025—and who wants to hit the brakes

Read the latest issue

1PROFILES IN PARTICIPANT OUTCOMES

Our latest installments feature two advisors working to enhance the retirement savings journeys for their clients. Drew Tirney of 401kInABox teams up with a family-owned firm to craft a retirement savings plan through challenging times and different ownerships while our second profile highlights the work of Lorie Jones, founder and CEO of Fearless Financial Advisors.

2U.S. Dominates World Wealth Growth, Millionaire Populations

Recent wealth reports from Capgemini and Henley & Partners reinforce U.S. global wealth growth dominance, reveals fastest-growing domestic ‘Millionaire Hubs.’

3Making Retirement Work in Defined Contribution Plans Today

PGIM’s David Blanchett says not only do older 401(k) participants appear to want lifetime income, but want it even more if it’s available in their workplace retirement plan.

4Plan Sponsors Misaligned with Participants, Advisors on Retirement Readiness

Employers continue to overestimate plan participants’ sense of their retirement readiness, according to 2025 retirement landscape survey from Voya Investment Management.