The Latest Changes Made to the DOL’s Final Fiduciary Rule
Latest 401(k) News
Fiduciary Rule Reaction: For and Against
DOL Final Fiduciary Rule Released, Set to Become Effective in September
401GO Secures $12M in Series A Funding
Couples Align on Retirement Goals Yet Fall Short in Planning
RIA M&A Activity Up 20% in Q1 2024
DOL to Issue Final Fiduciary Rule on Tuesday
Featured 401(k) News
Exploring the ‘Annuities in TDFs’ Trend with Morningstar’s Jason Kephart
Biden Unveils Latest Student Loan Relief Plan
‘401(k) Industry Owns Congress’ Claims POLITICO Report
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401(k) Specialist Podcast
Exploring the ‘Annuities in TDFs’ Trend with Morningstar’s Jason Kephart
Fresh Off the Press – Read the Latest 401(k) Digital Edition
The 2024 Game Plan for In-Plan Annuities
Providers say working strategies now in place for guaranteed income solutions to start winning over meaningful numbers of 401(k) participants.
1PROFILES IN PARTICIPANT OUTCOMES
Our first case studies of 2024 focus on how Vestwell helped a California-based electrical contractor build a retirement plan that would differentiate it from competitors while closing the retirement savings gap; and how Northshire Consulting’s Brian Williams has carved out a niche in the local small plan market by becoming the benefits “point person” for his clients.
2INVESTMENTS: Financial Vortex May Threaten U.S. Retirement Savings
Goldman Sachs Asset Management’s Chris Ceder explores causes that strain participants’ ability to save and offers insights on how to get them back on track.
3PRODUCTS: How Younger Generations are Taking Advantage of HSAs
Brian Hutchin of UMB Healthcare Services explains how Millennials and Gen Z are becoming power users of triple-tax-advantaged Health Savings Accounts.
4FIDUCIARY: 7 Key Takeaways from 2023 Excess Fee and Performance Litigation
Euclid Fiduciary’s Daniel Aronowitz recently released his annual report on the previous year’s ERISA class action litigation. Here are some highlights.
Bridging the Gap:
Staring down the retirement industry’s biggest challenge
The problem—and the opportunity—facing advisors staring down the retirement industry’s biggest challenge: Americans who lack access to 401(k) at work.
DC’s Fiduciary Pulse:
The crucial role independent ERISA attorneys play
To help them protect defined contribution retirement plans, independent ERISA attorneys keep a finger on the pulse of policy developments in Washington, D.C.
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.
Best of the Rest – 401(k) News
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