401(k) Plans
The latest 401(k) advice, investing tips and options, as well as news and articles that focus on important 401(k) strategies.
IRS Releases Final Rule on Roth Catch-Ups
By Melanie WaddellBeginning in 2026, highly paid employees can only make catch-up contributions to a Roth 401(k), says Ed Slott.
September 08, 2025
Big Retirement Planning Changes Coming in 2025 and BeyondWhether your clients are individuals or plan sponsors, you can help them take advantage of new rules taking effect soon.
September 04, 2025
Retirement Balances, 401(k) Millionaire Ranks Hit Record Highs: FidelityThe fund giant noted strong growth for 401(k)s, IRAs and 403(b)s, despite April volatility.
August 27, 2025
Transamerica Taps Jason Frain to Run Retirement SolutionsThe company emphasized his "actuarial rigor" as well as his commercial instincts.
August 25, 2025
Access to Private Assets Could Boost 401(k) Contributions: ReportThe Schroders Retirement Survey examines savers’ views and expectations about alternative investments.
August 20, 2025
How 401(k) Millionaires Fit Into the Accredited Investor ClassThese investors should get access to sophisticated investments, a new report by David Blanchett and others argues.
August 14, 2025
RIA SageView Buys $25B Retirement ConsultancyCAP STRAT's operations includes $750 million in wealth management assets under management.
August 06, 2025
6 Ways Workers' Expectations Differ From Retirement RealityPre-retirees seem to overestimate the role of some retirement income sources while underappreciating others, MFS finds.