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New Jersey became the last state to adopt the NAIC standard for annuity sales applying to insurance agents and companies, but not to advisors working within ERISA-covered retirement plans. 401kspecialistmag.com/all-50-states-…

A new analysis by PensionBee US finds that Americans could need an additional $100,000 to make up the expected 17% cut to their Social Security benefits in 2035, unless Congress were to take action between now and then. 401kspecialistmag.com/americans-face…

Respondents to Employee Benefit Research Institute's latest Retirement Confidence Survey are more assured in their savings, yet they continue to voice worries over Social Security insolvency. 401kspecialistmag.com/americans-repo…

Shelton Capital Management's annual Nasdaq-100 Retirement Plan Survey finds nearly 8 in 10 want it in their plan investment options. 401kspecialistmag.com/plan-participa…

A New York federal jury this week awarded $38.7 million in damages to a class of 401(k) plan participants alleging a fiduciary breach against Pentegra’s $2B+ multiple employer plan. 401kspecialistmag.com/jury-awards-pe…

The collaboration with Candidly also expands Charles Schwab Corp Retirement Plan Services’ debt management and college planning capabilities. 401kspecialistmag.com/schwab-candidl…

The Internal Revenue Service on Thursday announced a moderate increase to its health savings account contribution limits for 2026. 401kspecialistmag.com/irs-unveils-mo…

Building on BlackRock’s Larry Fink endorsing private equity in DC plans, the T. Rowe Price leader says his company is actively preparing for it during recent earnings call. 401kspecialistmag.com/private-equity…

The deal allows Savvy Advisors to provide retirement plan advisory services for business-owning clients with Vestwell as recordkeeper. 401kspecialistmag.com/vestwell-partn…

The reintroduced legislation accompanies another bill requiring the Social Security Administration to mail statements detailing how much individuals have paid towards Social Security and Medicare. 401kspecialistmag.com/social-securit…

The U.S. Department of Labor on May 1 announced that it would stop enforcing the independent contractor rule previously imposed by former President Joe Biden’s administration. 401kspecialistmag.com/dol-halts-rein…

As economic difficulties push some adult children to move back home, parents say they’re feeling the financial strain of housing their loved ones, reports new findings from Thrivent. 401kspecialistmag.com/boomerang-kids…

The Social Security cost-of-living adjustment ticked up slightly as President Donald Trump signed an executive order yesterday to lower prescription drug prices. 401kspecialistmag.com/cola/?utm_sour…

A bipartisan bill to help more Americans aged 18 to 20 years old start participating in 401(k)s was reintroduced in the Senate on Monday. 401kspecialistmag.com/bill-to-make-4…

Private equity is coming to 401(k) plans—and it’s happening even quicker than anticipated, with a major reveal today from Denver-based recordkeeper Empower. 401kspecialistmag.com/empower-offeri…

One in five have no retirement savings and most have saved less than $50,000, finds a new WealthRabbit survey. 401kspecialistmag.com/many-small-biz…

Almost all 401(k) participants in new data from Nuveen, a TIAA company and TIAA want their employer to offer guaranteed income options in retirement plans. 401kspecialistmag.com/participants-p…

New reports say President Donald Trump is considering an executive order directing federal agencies to explore allowing private equity and other private capital investments in defined contribution plans. 401kspecialistmag.com/trump-mulls-ex…

U.S. Senators Tim Kaine and Bill Cassidy today introduced legislation that would encourage enrollment in employer-sponsored retirement plans and usage of employer matches. 401kspecialistmag.com/sens-introduce…

An analysis by PensionBee-US found that the process of rolling over 401(k) accounts when switching jobs could cost employees up to $76,000 in lost returns over their lifetime. 401kspecialistmag.com/401k-rollover-…