401k Specialist

401k Specialist 401(k) Specialist is exclusively dedicated to equipping retirement plan advisors.

401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors with the vision, specialized knowledge and cutting-edge technology that are vital to their success in a dynamic marketplace, in order to ensure a secure retirement for hardworking Americans through the 401(k).

Pre-retirees also reported challenges with caregiving responsibilities and funding family-related retirement costs, obse...
05/07/2026

Pre-retirees also reported challenges with caregiving responsibilities and funding family-related retirement costs, observes the Society of Actuaries report.

Pre-retirees also reported challenges with caregiving responsibilities and funding family-related retirement costs, observes the SOA report.

A UBS report finds Baby Boomers and Gen Z employees particularly expressed strong preferences for professional guidance....
05/07/2026

A UBS report finds Baby Boomers and Gen Z employees particularly expressed strong preferences for professional guidance.

UBS report finds Baby Boomers and Gen Z employees particularly expressed strong preference for professional guidance.

Empower reported strong first-quarter growth fueled by rising demand for retirement plans, pooled employer plans, and we...
05/07/2026

Empower reported strong first-quarter growth fueled by rising demand for retirement plans, pooled employer plans, and wealth management services.

Recordkeeper Empower tops 20-million investor milestone as rising demand for retirement plans helps earnings jump 23% in Q1 2026

Employee Fiduciary urged the Department of Labor to implement what it calls are “three participant-protection gaps” befo...
05/07/2026

Employee Fiduciary urged the Department of Labor to implement what it calls are “three participant-protection gaps” before finalizing its rule on alternative investments.

The letter includes suggestions that would close three gaps in the DOL’s proposal on alternative investments in 401(k) plans.

Vestwell announced today it has been selected as the exclusive partner for Quickbooks 401(k), a retirement savings offer...
05/06/2026

Vestwell announced today it has been selected as the exclusive partner for Quickbooks 401(k), a retirement savings offering built for QuickBooks Workforce business customers.

QuickBooks, Vestwell launch new integrated 401(k) for SMBs in partnership targeting retirement coverage gap

Benjamin Huneke, Head of Morgan Stanley Investment Management, was recently honored as the Insured Retirement Institute ...
05/06/2026

Benjamin Huneke, Head of Morgan Stanley Investment Management, was recently honored as the Insured Retirement Institute (IRI)’s 2026 Industry Champion of Retirement Security during the association’s annual conference in Tampa.

Leader honored for advancing protected lifetime income in helping Americans save and plan for retirement

With assets surging and adoption near universal, target-date funds remain the QDIA of choice, even as industry leaders d...
05/06/2026

With assets surging and adoption near universal, target-date funds remain the QDIA of choice, even as industry leaders debate how to adapt them for a new generation of retirees.

In this exclusive Deep Dive, sponsored by MFS Investment Management, 401(k) Specialist takes a closer look at where TDFs stand today—and where they may be headed next—as plan sponsors, advisors, and providers work to refine strategies that support both accumulation and the transition to retirement income.

Morningstar's 2026 Landscape report reveals target-date fund assets reached $4.8 trillion, driven by a massive shift toward Collective Investment Trusts (CITs).

Those enrolled in PEPs also noted increased costs compared to 401(k) employers, finds Human Interest.
05/05/2026

Those enrolled in PEPs also noted increased costs compared to 401(k) employers, finds Human Interest.

Small businesses enrolled in PEPs also noted increased costs compared to 401(k) employers, finds Human Interest.

New SEC staff guidance removes key regulatory hurdles, allowing pooled employer plans to scale more easily, expand acces...
05/05/2026

New SEC staff guidance removes key regulatory hurdles, allowing pooled employer plans to scale more easily, expand access to lower-cost CIT investments, and better serve small and self-employed employers.

New SEC informal guidance clears path for PEP growth and CIT access to better serve small and self-employed employers

The ECHELON Partners report shows a 107% jump of $1.67 trillion from 142 deals, with the industry on pace for 475 transa...
05/05/2026

The ECHELON Partners report shows a 107% jump of $1.67 trillion from 142 deals, with the industry on pace for 475 transactions over course of year.

RIA M&A reaches yet another all-time quarterly record, as ECHELON Partners’ 1Q 2026 report shows 107% jump of $1.67 trillion from 142 deals

Mesirow has acquired LeafHouse Financial Advisors, a division of LeafHouse Financial Group, including its FlexFiduciary ...
05/04/2026

Mesirow has acquired LeafHouse Financial Advisors, a division of LeafHouse Financial Group, including its FlexFiduciary and InvestBuild business lines.

Mesirow to acquire LeafHouse advisory business, expand fiduciary platform while allowing LeafHouse to focus on core strength in technology

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