401k Specialist Magazine

401k Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist

[401k Specialist Magazine @401kspecmag]

@AlightSolutions will serve as the primary partner for plan sponsors and participants, while @BNYglobal will offer bundled investment capabilities and services.

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[401k Specialist Magazine @401kspecmag]

The HUSTLE Act would permit eligible student athletes to roll over up to $35,000 in NIL profits to a retirement savings vehicle.

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[401k Specialist Magazine @401kspecmag]

Plus, the top rankings in overall satisfaction among employee and independent advisors from J.D. Power.

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[401k Specialist Magazine @401kspecmag]

Clever Real Estate research finds the typical worker expects to retire with $515,000—far short of the over $1 million figures many financial experts advise as some question ever being able to retire.

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[401k Specialist Magazine @401kspecmag]

The DOL did not institute clear guidance or oversight for how it shared confidential information with non-governmental entities, concluded a new report by the agency’s Office of Inspector General.

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[401k Specialist Magazine @401kspecmag]

Thanks largely to stock market gains, the United States added more than 440,000 millionaires in 2025, or an average of more than 1,200 new millionaires each day, according to the @UBS Global Wealth Report 2026.

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[401k Specialist Magazine @401kspecmag]

Western & Southern Financial Group’s survey finds that as caregivers face financial strain, many are taking action to avoid the same fate as their loved ones.

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[401k Specialist Magazine @401kspecmag]

The submission suggests that proposed guidance on ESG matters could be released in the weeks ahead.

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[401k Specialist Magazine @401kspecmag]

Bobby Bonilla joined @NuveenInv and @principal at Wednesday’s Major League Baseball game between the Baltimore Orioles and Chicago White Sox to discuss what guaranteed lifetime income can mean for everyday Americans saving for retirement.

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[401k Specialist Magazine @401kspecmag]

Sanford Heisler Sharp McKnight, LLP has accused Parsons Financial Corporation of breaching its fiduciary responsibilities under ERISA by retaining a low performing fund in its retirement plan for over a decade.

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[401k Specialist Magazine @401kspecmag]

The @IRIonline and @ACLINews issued their support for the Consumer-Led Enhancement of Annuity and Insurance Registration Forms Act.

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[401k Specialist Magazine @401kspecmag]

Participant engagement is also a top factor of long-term progress with retirement savings, @EmpowerToday reports.

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[401k Specialist Magazine @401kspecmag]

Research from Natixis Investment Managers shows advisors anticipate growth to rebound by 11.2% over the next three years.

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[401k Specialist Magazine @401kspecmag]

Tailoring resources to participants' career stages, along with access to lifetime income options, could help them better prepare.

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[401k Specialist Magazine @401kspecmag]

Ana Ake of UMB Bank makes the point for working with a 3(38) investment advisor to safeguard retirement plans.

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[401k Specialist Magazine @401kspecmag]

Gen Zers and Millennials were likelier to have these anxieties, at 63% and 65% of respondents, reports @AllianzLife.

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[401k Specialist Magazine @401kspecmag]

The national essay contest invites 401(k) participants to share how workplace retirement plans have helped shape their financial futures.

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[401k Specialist Magazine @401kspecmag]

Prudential Financial’s report shows that while 71% of employers categorize AI as a positive tool, only 51% of employees agree.

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[401k Specialist Magazine @401kspecmag]

T. Rowe Price today announced a series of strategic enhancements to its institutional business model in the U.S., which the asset management firm says reflect the evolving needs of the institutional marketplace.

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[401k Specialist Magazine @401kspecmag]

Milliman’s index reports a healthy 65-year-old couple today would need $418,000 in savings to cover healthcare costs.

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