Why the 401(k) Industry Must Adapt to Phased Retirement
Defined contribution plans have evolved, but the industry still isn’t fully aligned with how today’s workforce approaches retirement. As employees live longer and seek more...
AI for Retirement
Six Questions Employers Often Ask Before Making Retirement Plan Changes
When employers start thinking about updating their retirement plan, the conversation often begins the same way: a mix of curiosity, uncertainty, and a genuine desire...
AI Tools Are Coming to Retirement Plans And Fiduciary Oversight Can’t Wait
Artificial intelligence is making its way into retirement plans, and plan fiduciaries can’t afford to sit on the sidelines. As recordkeepers and advisory firms roll...
Student Loan Wage Garnishment Is Back and Employers Are on the Front Line
After years on pause, student loan wage garnishment has officially returned. The Department of Education confirmed that garnishment notices went out the week of Jan....
Top 10 401(k) Stories in 2025
The retirement industry saw significant transformation in 2025, with several major themes shaping how employers, advisors, record keepers, and participants navigate the 401(k) landscape. The...
Top 10 Products and Services Transforming the 401(k) Industry
The defined contribution (DC) industry is entering a new era of transformation. Innovative products, services, and technologies are reshaping how plan sponsors, advisors, and participants...
Smart Strategies for Multi-Generational 401k Communication
While it’s likely obvious to retirement plan sponsors who’ve been paying attention, one-size-fits-all participant communication strategies aren’t effective. And the challenge is becoming more complex. ...
401k Real Chat: Fred Barstein & Lauren Loehning
In a recent episode of 401k Real Chat, Fred Barstein, CEO of TPSU, TRAU, and 401kTV, sat down with Lauren Loehning, co-founder of Moniwell and...
Will Wealth Advisors Start Managing More 401(k) Plans?
More 401(k) plans are being created because of state rules and tax incentives, but most wealth advisors aren’t rushing to get involved. They usually focus...
Wealth + Retirement: The Race to Stay Relevant
A major broker/dealer recently asked if the convergence of wealth and retirement is real—and the answer is yes. But the real question is: Who’s equipped...
