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).

Research from Natixis Investment Managers shows advisors anticipate growth to rebound by 11.2% over the next three years...
06/24/2026

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

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

Tailoring resources to participants' career stages, along with access to lifetime income options, could help them better...
06/24/2026

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

Tailoring resources to participant’s career stages, along with access to lifetime income options, could help participants better prepare.

Ana Ake of UMB Bank makes the point for working with a 3(38) investment advisor to safeguard retirement plans.
06/23/2026

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

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

Gen Zers and Millennials were likelier to have these anxieties, at 63% and 65% of respondents, reports Allianz Life.
06/23/2026

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

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

The national essay contest invites 401(k) participants to share how workplace retirement plans have helped shape their f...
06/23/2026

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

Application period open for 2026 ‘401(k) Champion’ essay competition for plan participants to share benefits of participation

Prudential Financial’s report shows that while 71% of employers categorize AI as a positive tool, only 51% of employees ...
06/22/2026

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

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

T. Rowe Price today announced a series of strategic enhancements to its institutional business model in the U.S., which ...
06/22/2026

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.

T. Rowe Price revamps institutional business to deepen consultant, client relationships reflecting the evolving needs of the marketplace

Milliman’s index reports a healthy 65-year-old couple today would need $418,000 in savings to cover healthcare costs.
06/22/2026

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

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

A new “Private and Digital Assets Certificate” program was unveiled today by the National Association of Plan Advisors.
06/18/2026

A new “Private and Digital Assets Certificate” program was unveiled today by the National Association of Plan Advisors.

Private and Digital Assets Certificate program revealed by NAPA to help advisors incorporate emerging tools into defined contribution plans

The “Bipartisan Social Security Commission Act” and the “Strengthening Social Security Act” seek to address funding shor...
06/17/2026

The “Bipartisan Social Security Commission Act” and the “Strengthening Social Security Act” seek to address funding shortfalls.

The “Bipartisan Social Security Commission Act” and the “Strengthening Social Security Act” seek to address funding shortfalls.

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