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Text Content

 * 401k Practice
 * Products
 * Fiduciary
 * Leaders Speak
 * Contact Us
 * Podcast
 * Reprints
 * Advertise
 * Profiles in 401(k) Participant Outcomes

 * Dictionary
 * Leaders Speak
 * Podcast
 * Reprints
 * About Us
 * Advertise
 * Contact Us
 * Subscribe

 * Practice
   Read More
   2 minute read
   
   WOMEN INVESTORS NEED HELP WITH RETIREMENT INS AND OUTS
   
   Read More
   1 minute read
   
   TALKING RETIREMENT INDUSTRY TRENDS WITH JANIA STOUT
   
   Read More
   2 minute read
   
   AGENDA OF LEAFHOUSE RETIREMENT EVENT FOCUSED ON EMBRACING CHANGE
   
   Read More
   2 minute read
   
   HALF OF HISPANICS ‘VERY WORRIED’ ABOUT THEIR RETIREMENT SECURITY
   
   Read More
   2 minute read
   
   DATA SHOWS HIGH DEMAND FOR RETIREMENT PLANNING SERVICES

 * Products
   Read More
   2 minute read
   
   ASCENSUS, CAPITAL GROUP TEAM UP FOR POOLED EMPLOYER PLAN LAUNCHING Q1 2024
   
   Read More
   3 minute read
   
   WORKING CONSUMERS OBLIVIOUS TO HSA BENEFITS
   
   Read More
   2 minute read
   
   NEW JERSEY SELECTS VESTWELL TO ADMINISTER LATEST STATE AUTO-IRA
   
   Read More
   3 minute read
   
   A CLOSER LOOK AT LARGE 401(K) INVESTMENT MENUS: BRIGHTSCOPE/ICI DATA
   
   Read More
   2 minute read
   
   ‘THE AMERICAN DREAM 401(K)’ DEBUTS FROM MATSON MONEY

 * Fiduciary
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   GE TO PAY RECORD-SETTING $61 MILLION TO RESOLVE 401(K) PROPRIETARY FUNDS
   ERISA LAWSUIT
   
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   AMERICAN AIRLINES PUSHES BACK ON AMENDED ESG COMPLAINT
   
   Read More
   9 minute read
   
   NEW DOL FIDUCIARY RULE UNDER OMB REVIEW; GETS BASHED BY INSURANCE TRADE
   GROUPS
   
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   CASSIDY CALLS ON BIDEN TO WITHDRAW JULIE SU’S NOMINATION AS LABOR SECRETARY
   
   Read More
   3 minute read
   
   DOL SEEKS NOMINEES FOR 5 VACANCIES ON 2024 ERISA ADVISORY COUNCIL

 * Regulation
   Read More
   3 minute read
   
   ‘GROUNDBREAKING’ DOL ADVISORY OPINION FOR CITIBANK PROVIDES ERISA GUIDANCE
   
   Read More
   3 minute read
   
   SENATE COMMITTEE APPROVES BILL EXPANDING RETIREMENT PLAN ACCESS TO CANNABIS
   COMPANIES
   
   Read More
   3 minute read
   
   6 SECURE 2.0 CHANGES COMING TO RETIREMENT PLANS IN 2024
   
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   2 minute read
   
   WAYS AND MEANS ADVANCES LEGISLATION EXPANDING HSA BENEFITS
   
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   3 minute read
   
   PARTICIPANTS WORRIED ABOUT HIGHER TAXES ON 401(K)S

 * Social Security
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   OFFICIAL 2024 SOCIAL SECURITY COLA ANNOUNCEMENT SET FOR OCT. 12
   
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   3 minute read
   
   SOCIAL SECURITY CHECKS STILL SENT IN EVENT OF GOVERNMENT SHUTDOWN
   
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   DEMS REINTRODUCE BILL TO SHIELD SOCIAL SECURITY PAYMENTS FROM GARNISHMENT
   
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   4 minute read
   
   FINAL 2024 SOCIAL SECURITY COLA ESTIMATE BEFORE THE REAL THING: 3.2%
   
   Read More
   3 minute read
   
   BIGGS: SOCIAL SECURITY EXAGGERATES SHORTFALL OF RETIREMENT INCOME REPLACEMENT
   RATE

 * Topics
   Read More
   3 minute read
   
   AN EXEMPLARY MULTIEMPLOYER 401(K) PLAN
   
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   3 minute read
   
   WHY THE FUTURE IS NOW BRIGHTER FOR SMALL-BALANCE RETIREMENT ACCOUNTS
   
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   4 minute read
   
   WHICH ANNUITIES ARE GOOD FOR RETIREMENT?
   
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   2 minute read
   
   TDFS: ACTIONS SPEAK LOUDER THAN WORDS
   
   Read More
   3 minute read
   
   TARGET DATE FUNDS DO NOT REDUCE RISK THROUGH TIME, EXCEPT A FEW TDFS

 * Events
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   3 minute read
   
   BROADRIDGE FI360: CYBERSECURITY FOR ADVISORS
   
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   3 minute read
   
   5 TRENDS CREATING OPPORTUNITY FOR 401(K) ADVISORS: BROADRIDGE FI360 SOLUTIONS
   
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   2 minute read
   
   BROADRIDGE FI360: PREPARING FOR A GROWING MARKET 
   
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   3 minute read
   
   BROADRIDGE FI360: CHATGPT, SECURE 2.0, AND A REBRAND
   
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   2 minute read
   
   BROADRIDGE FI360 CONFERENCE HEADS TO SCOTTSDALE

 * SECURE 2.0

Magazine


THE LATEST

ESG ISSUES CONTINUE TO MAKE HEADLINES



WOMEN INVESTORS NEED HELP WITH RETIREMENT INS AND OUTS



GE TO PAY RECORD-SETTING $61 MILLION TO RESOLVE 401(K) PROPRIETARY FUNDS ERISA
LAWSUIT



BEST LAID PLANS: LET’S HELP PEOPLE NOT GO ASTRAY





ACT ON CIT’S GROWING POPULARITY: GET THE FAQS

byPutnam Investments


OFFICIAL 2024 SOCIAL SECURITY COLA ANNOUNCEMENT SET FOR OCT. 12

byBrian Anderson, Editor-in-Chief


TALKING RETIREMENT INDUSTRY TRENDS WITH JANIA STOUT

byBrian Anderson, Editor-in-Chief



ESG ISSUES CONTINUE TO MAKE HEADLINES

Groom Law’s George Sepsakos and Jake Eigner describe regulatory and political
developments in the ever-shifting environmental, social and governance landscape
byGeorge Sepsakos and Jake Eigner
October 10, 2023

--------------------------------------------------------------------------------


Read More


WOMEN INVESTORS NEED HELP WITH RETIREMENT INS AND OUTS

Just 52% know how to invest their savings to prepare for retirement, finds
Fidelity
October 10, 2023
Read More


GE TO PAY RECORD-SETTING $61 MILLION TO RESOLVE 401(K) PROPRIETARY FUNDS ERISA
LAWSUIT

Settlement called largest ever in an ERISA case alleging a retirement plan
improperly…
October 9, 2023
Read More


BEST LAID PLANS: LET’S HELP PEOPLE NOT GO ASTRAY

While we live in a world of uncertainty, LeafHouse’s Todd Kading says there are
ways to…
October 9, 2023
Read More


TALKING RETIREMENT INDUSTRY TRENDS WITH JANIA STOUT

When you want to gain insight about what’s going on in the retirement industry,
you want to…
October 9, 2023
Read More


AGENDA OF LEAFHOUSE RETIREMENT EVENT FOCUSED ON EMBRACING CHANGE

LeafHouse National Retirement Symposium brings over 200 industry leaders to
Austin next week
October 6, 2023
Read More


‘GROUNDBREAKING’ DOL ADVISORY OPINION FOR CITIBANK PROVIDES ERISA GUIDANCE

Opinion provides a road map for how a plan sponsor may voluntarily establish a
program under…
October 5, 2023




FEATURED STORIES

Read More


SENATE COMMITTEE APPROVES BILL EXPANDING RETIREMENT PLAN ACCESS TO CANNABIS
COMPANIES

The SAFER Banking Act would offer access to banking and financial services,
including…
October 5, 2023
Read More


OFFICIAL 2024 SOCIAL SECURITY COLA ANNOUNCEMENT SET FOR OCT. 12

Final forecast predicted 3.2% raise which would be less than half of 2023’s
inflation-fueled…
October 5, 2023
Read More


ASCENSUS, CAPITAL GROUP TEAM UP FOR POOLED EMPLOYER PLAN LAUNCHING Q1 2024

New investment solution focused on creating a unique portfolio to match a
participant’s…
October 4, 2023


$500 BOOST PROJECTED FOR 2024 401(K) CONTRIBUTION LIMIT

August 25, 2023


IRS COMES THROUGH WITH ROTH CATCH-UP CONTRIBUTION DEADLINE EXTENSION

August 25, 2023


FINAL 2024 SOCIAL SECURITY COLA ESTIMATE BEFORE THE REAL THING: 3.2%

September 13, 2023

--------------------------------------------------------------------------------


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401(k) Specialist Magazine Delivered
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exclusively for the 401(k) advisor!


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401(K) SPECIALIST PODCAST


TALKING RETIREMENT INDUSTRY TRENDS WITH JANIA STOUT

When you want to gain insight about what’s going on in the retirement industry,
you want to talk to someone who’s in the loop and immersed in the business. We
can’t think of someone who fits that description better than Jania Stout.
 * 401(k) Practice
 * 401(k) Specialist Pod(k)ast

Read More


CAPITOL HILL RETIREMENT REFORM UPDATE WITH INVESCO’S JENNIFER FLITTON


Read More


ANDREW BIGGS EXPLAINS WHY THERE IS REALLY IS NO RETIREMENT CRISIS


Read More


BUILDING CLIENT RELATIONSHIPS WITH ADVISOR DEREK FIORENZA


Read More


LIFETIME INCOME SOLUTIONS IN 401(K)S




FRESH OFF THE PRESS


DC’S FIDUCIARY PULSE:
THE CRUCIAL ROLE INDEPENDENT ERISA ATTORNEYS PLAY IN PROTECTING RETIREMENT PLANS

--------------------------------------------------------------------------------

To help them protect defined contribution retirement plans, independent ERISA
attorneys keep a finger on the pulse of policy developments in Washington, D.C.

Read the latest issue

1BEST PRACTICES: Annuities and Institutional Best Practices: A Good Fit

Could it become a future breach if DC plans don’t at least consider them?

--------------------------------------------------------------------------------

2PROFILES IN PARTICIPANT OUTCOMES

Case studies celebrating specific steps taken in real-world examples that are
improving participant outcomes include “A Good Plan Gets Better,” illustrating
how continued best practices enhancements help IMT Insurance’s 401(k) plan
shine, followed by the story of how CG Financial’s Brent Bruggink took over a
neglected nonprofit plan and gave it a substantial revamp.

--------------------------------------------------------------------------------

3PRACTICE MANAGEMENT: State-Mandated IRAs Not Crowding Out Private 401(k)s

Author Ron Surz says plan fiduciaries do not have a clear understanding of the
risk they’re choosing on behalf of defaulted participants, so they need to be
told.

--------------------------------------------------------------------------------

4STRATEGIES: 3 Proposals to ‘Fix’ Social Security

With Social Security beneficiaries projected to face a 23% cut by 2033, urgency
is building for fixes to extend the troubled program’s solvency. Here’s a closer
look at three potential solutions being floated over Capitol Hill.

--------------------------------------------------------------------------------


THE POWER OF PENNIES:
GEORGE FRASER AND SHLOMO BENARTZI

--------------------------------------------------------------------------------

George Fraser and Shlomo Benartzi explain how reframing saving decisions is
changing the lives of 401(k) participants.


Read the issue


PURPOSE-DRIVEN PROFITS: JONATHAN THOMAS

--------------------------------------------------------------------------------

How American Century Investments’ unique structure is paying dividends.


Read the issue


CHANGING THE FUTURE OF 401(K): TYRONE ROSS JR.

--------------------------------------------------------------------------------

“It” advisor Tyrone Ross Jr. gets brutally honest about key industry issues and
explains his next endeavors.

Read the issue


BEST OF THE REST

Read More
 * 401(k) Practice
 * Your 401k News


HALF OF HISPANICS ‘VERY WORRIED’ ABOUT THEIR RETIREMENT SECURITY

byBrian Anderson, Editor-in-Chief
October 4, 2023
Read More
 * 401(k) Practice
 * Your 401k News


DATA SHOWS HIGH DEMAND FOR RETIREMENT PLANNING SERVICES

byAmanda Umpierrez
October 4, 2023
Read More
 * 401(k) Practice
 * Your 401k News


MILLENNIALS SURPASS OLDER WORKERS WITH RETIREMENT SAVINGS

byAmanda Umpierrez
October 3, 2023
Read More
 * 401(k) Practice
 * Your 401k News


PROVIDING FINANCIAL GUIDANCE DURING AND AFTER HISPANIC HERITAGE MONTH

byAmanda Umpierrez
October 3, 2023
Read More
 * Opinion
 * Your 401k News


MANAGED ACCOUNTS CAN’T WORK FOR DEFAULTED 401(K) PARTICIPANTS

byRon Surz
October 2, 2023
Read More
 * 401(k) Practice
 * 401(k) Products
 * Your 401k News


WORKING CONSUMERS OBLIVIOUS TO HSA BENEFITS

byAmanda Umpierrez
October 2, 2023
Read More
 * 401(k) Regulation
 * Your 401k News


6 SECURE 2.0 CHANGES COMING TO RETIREMENT PLANS IN 2024

byBrian Anderson, Editor-in-Chief
October 2, 2023
Read More
 * 401(k) Practice
 * Your 401k News


OLDER WORKERS SENSE IMPACT OF STUDENT LOAN REPAYMENTS

byAmanda Umpierrez
September 29, 2023
Read More
 * 401(k) Practice
 * Your 401k News


HOW TO FIND—AND CLAIM—A LOST 401(K)

byBrian Anderson, Editor-in-Chief
September 29, 2023
Read More
 * 401(k) Regulation
 * Your 401k News


WAYS AND MEANS ADVANCES LEGISLATION EXPANDING HSA BENEFITS

byAmanda Umpierrez
September 29, 2023
Load More


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Email(Required)




MUST READ


SOCIAL SECURITY CHECKS STILL SENT IN EVENT OF GOVERNMENT SHUTDOWN


byBrian Anderson, Editor-in-Chief


NEW JERSEY SELECTS VESTWELL TO ADMINISTER LATEST STATE AUTO-IRA


byAmanda Umpierrez


ACCESSIBILITY TO FINANCIAL EDUCATION KEY TO DIVERSE CLIENTS


byAmanda Umpierrez


A CLOSER LOOK AT LARGE 401(K) INVESTMENT MENUS: BRIGHTSCOPE/ICI DATA


byBrian Anderson, Editor-in-Chief


THE VERY REAL FEARS OF RETIREES AND PRE-RETIREES: RUNNING OUT OF MONEY


byBrian Anderson, Editor-in-Chief



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 * Advertise
 * Contact Us
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