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.
5 Federal Protections for Citizen Soldiers' Finances
By Allison BellFederal laws affect insurance, retirement benefits and loan payments when Guard and Reserve members are on active duty.
February 25, 2026
How to Avoid IRS Pitfalls When Borrowing From YourselfSolo 401(k) owners can take out loans from their retirement savings, but it's important to understand tax rules.
February 25, 2026
Trump Promises New Retirement Account in 2027During his State of the Union speech, Trump said the accounts would mirror those offered to every federal worker.
February 20, 2026
Lawsuit Accuses Stifel of Mismanaging Its Employees' 401(k)The suit contends Stifel kept two poorly performing funds in the plan for over a decade.
February 18, 2026
Advisors Adding Retirement Plan Participants as Wealth Clients: StudyWhile few advisors counsel DC plans, they're making progress in converting enrollees into clients.
February 11, 2026
IRAs Hold More Assets Than 401(k)s, and That's a Problem: Alicia Munnell"The growing role of IRAs has resulted in a much less effective retirement system," the retirement expert says.
February 11, 2026
401(k) Balances Rose 13% in 2025The average balance topped $113,000, according to Bank of America.
January 30, 2026
6 Steps to Take 401(k) Plans off AutopilotBusiness-owner clients who sponsor these retirement vehicles have a responsibility to keep them up to date.