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...
Convergence
The Next Wave of 401(k) Record Keeper Consolidation
The 401(k) record-keeping industry is entering a new wave of consolidation, with more providers expected to merge or exit in the next three to five...
Hybrid Advisors Lead the Wealth–Retirement Convergence
A new NMG Consulting DC Advisor Insights study led by Joshua Dietch reveals that the convergence of retirement and wealth management is reshaping the advisor...
Is the 401(k) Industry Re-Bundling?
After decades of unbundling recordkeeping, advisory, and investment services, the 401(k) industry appears to be moving back toward re-bundling as consolidation and wealth-retirement convergence accelerate. ...
Inside Broadridge’s iJoin Acquisition & the Push Toward Convergence
Broadridge’s acquisition of iJoin underscores the accelerating convergence of wealth management and retirement services in the workplace. iJoin, once a digital onsite enrollment tool, has...
RPA Broker/Dealer Roundtable: Convergence and Plan Growth Take Center Stage
The largest and most oversubscribed RPA Broker/Dealer Roundtable to date took place at Broadridge’s New York City offices just ahead of the WealthManagement.com Industry Awards. ...
The Key to Standing Out as a Retirement Plan Advisor? Be Yourself.
The retirement plan advisor space has long been filled with technical jargon and a narrow focus on the mechanics of 401(k) plans. But as fees...
Why Authenticity is the New Advantage for Retirement Plan Advisors
Authenticity and self-awareness are becoming critical differentiators for retirement plan advisors (RPAs) in an industry that often leans heavily on technical knowledge, acronyms, and compliance...
401(k) Plans Are Changing—Here’s Why
The 401(k) industry is buzzing about private markets, crypto, ESG, and PEPs, but these trends pale in comparison to the real forces reshaping retirement plans. ...
401k Real Chat: Jamie Greenleaf on Healthcare Fiduciary Risk
In this episode of 401k Real Chat, Fred Barstein spoke with Jamie Greenleaf, co-founder of Fiduciary In A Box and longtime industry veteran, to talk...
