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401(k) Specialist

In PWD coverage since August 19, 2026 · 14 stories

PWD coverage

income

TIAA study ties AI and GLP-1 longevity to retirement funding worries

The survey of 1,000 people finds more than 80% concerned about the cost of longer lives, and 43% doubting traditional planning will stretch that far.

policy · Sep 29IRS Notice 2026-49 proposes standard forms for plan-to-plan rollovers

policy · Sep 23A manufactured comment file is the rule's real exposure

plans · Sep 22The Oct. 1 Safe Harbor deadline is really Labor Day

plans · Sep 22The Saver's Match has nowhere to land for 21 million workers

investments · Sep 21CFA Institute splits 401(k) private markets into return and ballast

investments · Sep 21Active management's DC case now runs through the shelf

policy · Sep 21AI can't be a fiduciary, but it can leave a paper trail

plans · Sep 18DC assets hit $15 trillion; plan design sits still

policy · Sep 10Ex-EBSA chief says the law never barred 401(k) advice

plans · Aug 27Custom TDFs should replace the 'managed QDIA'

investments · Aug 19Target-date assets top $5.3 trillion as income options climb

advisers · Aug 19Ten retirement firms landed in the Inc. 5000 top 1,000

plans · Aug 19Principal survey: AI adoption and delayed retirement