Why Wealth and Retirement Are Converging at Work
The wealth management and retirement plan industries are becoming more connected as advisory firms, recordkeepers, and asset managers look for new ways to serve both...
Convergence
Why Today’s Fintech Record Keepers Are Succeeding Where Others Failed
Fintech record keepers are gaining serious momentum in the retirement plan industry, raising billions in capital and serving a growing share of defined contribution plans. ...
The Future of 401(k) Recordkeeping: Challenges, Opportunities, and What’s Next
The retirement plan industry finds itself at an interesting crossroads. While recordkeepers continue to face pressure from declining fees, they are also being asked to...
Why Health Savings Accounts Are Becoming Essential to Retirement Planning
Healthcare is one of the largest—and most overlooked—expenses in retirement, making Health Savings Accounts (HSAs) an increasingly critical tool in long-term financial planning. With unique...
Wealth Advisors Are Coming for the 401(k) Market
Retirement plan advisors (RPAs) and recordkeepers have a real challenge on their hands: wealth advisors are coming for their turf. And honestly, it’s not hard...
Employees Feel Fine Day to Day—but Financial Stress Is Undermining Resilience
Most employees say they’re doing pretty well on a daily basis. But dig a little deeper, and the picture changes. A new national survey from...
The Power of One-on-One Consultation in Building Retirement Readiness
One-on-one consultations play a critical role in retirement readiness because they allow advisors to address each employee’s unique financial situation, goals, and concerns. As employees...
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...
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...
