401k Specialist

Research from Natixis Investment Managers shows advisors anticipate growth to rebound by 11.2% over the next three years.

Advisors Expect Steady Growth Amid AI Advancements, Market Volatility Natixis Investment Managers' research shows advisors anticipate growth to rebound by 11.2% over the next three years.

Tailoring resources to participants' career stages, along with access to lifetime income options, could help them better prepare.

401(k) Savers Unprepared for Retirement Plan Withdrawals Tailoring resources to participant’s career stages, along with access to lifetime income options, could help participants better prepare.

Ana Ake of UMB Bank makes the point for working with a 3(38) investment advisor to safeguard retirement plans.

Balancing Business Protection and Employee Retirement Ana Ake of UMB Bank makes the point for working with a 3(38) investment advisor to safeguard retirement plans.

Gen Zers and Millennials were likelier to have these anxieties, at 63% and 65% of respondents, reports Allianz Life.

Only 25% of Americans are Confident in Current Market Gen Zers and Millennials were likelier to have these anxieties, at 63% and 65% of respondents, reports Allianz Life.

The national essay contest invites 401(k) participants to share how workplace retirement plans have helped shape their financial futures.

2026 401(k) Champion Competition Opens for Entries Application period open for 2026 ‘401(k) Champion’ essay competition for plan participants to share benefits of participation

Prudential Financial’s report shows that while 71% of employers categorize AI as a positive tool, only 51% of employees agree.

Employers, Workers Disconnected on AI in the Workforce Prudential’s report shows that while 71% of employers categorize AI as a positive tool, only 51% of employees agree.

T. Rowe Price today announced a series of strategic enhancements to its institutional business model in the U.S., which the asset management firm says reflect the evolving needs of the institutional marketplace.

T. Rowe Price Unveils New Institutional Business Model T. Rowe Price revamps institutional business to deepen consultant, client relationships reflecting the evolving needs of the marketplace

Milliman’s index reports a healthy 65-year-old couple today would need $418,000 in savings to cover healthcare costs.

Retiree Healthcare Costs Climb Another $30,000 in 2026 Milliman’s index reports a healthy 65-year-old couple today would need $418,000 in savings to cover healthcare costs.

A new “Private and Digital Assets Certificate” program was unveiled today by the National Association of Plan Advisors.

NAPA Launches Private and Digital Assets Certificate Program Private and Digital Assets Certificate program revealed by NAPA to help advisors incorporate emerging tools into defined contribution plans

The “Bipartisan Social Security Commission Act” and the “Strengthening Social Security Act” seek to address funding shortfalls.

Lawmakers Push New Social Security Bills to Avert Insolvency The “Bipartisan Social Security Commission Act” and the “Strengthening Social Security Act” seek to address funding shortfalls.