Financial Planning Moves Into the Workplace
Financial planning is increasingly emerging as a natural extension of workplace retirement benefits as employees look for more personalized help managing their broader financial lives. ...
401k News
News and information for retirement plan sponsors and advisors
Why Retirement Advisors Are Expanding Into Wealth Management
The lines between retirement plan consulting and wealth management continue to blur, creating new opportunities for advisors who can serve both employers and individual participants. ...
Employers Increasingly Address Student Loan Stress Among Younger Workers
As student loan debt continues to weigh heavily on younger generations entering the workforce, employers are increasingly recognizing the impact financial stress can have on...
BlackRock DC Report Highlights Five Trends Transforming the 401(k) Into a Personal Pension
Saving matters, but it’s only part of the equation. The harder challenge is helping individuals turn those savings into income they can count on for...
Co-Manufactured Target-Date Funds: Lower Fees, But at What Cost?
Fee pressure is reshaping how 401(k) plans cover administrative costs, and plan sponsors—especially those overseeing smaller plans—are increasingly turning to a new breed of target-date...
Middle-Class Retirement Gaps Show Where Sponsors and Advisors Can Step In
The retirement outlook for America’s middle class isn’t pretty. New research from the Transamerica Center for Retirement Studies, cited in InvestmentNews, paints a picture of...
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...
Are Managed Accounts the Future of 401(k) Defaults?
As retirement plans evolve, so do the default investment options offered to participants. Target date funds still dominate the market, but attention is shifting toward...
Six Red Flags That Signal Your 401(k) Advisor Isn’t Worth the Cost
After 25 years of benchmarking retirement plans across Oklahoma, Terry Morgan, AIF, CPFA of OK 401k has seen some patterns that have become impossible to...
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...
