A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyYou’re reading this editionSecondaries DailySecondariesWealth Advisor Daily
Retirement Capital Daily
Independent Intelligence on Retirement Assets
Sunday, October 4, 2026The Morning Brief →Sign in
person

Teresa Hassara

In PWD coverage since August 18, 2026 · 6 stories
PWD coverage
plans

401(k) balances rebound at Principal as Roth adoption climbs

Principal's recordkeeping data shows balances recovering and Roth taking hold. The behavior behind the rebound argues for automatic features.
RIA · Aug 21401(k) balances climb at Principal as savers hold course
plans · Aug 19Principal survey: AI adoption and delayed retirement
book · Aug 18Postponed retirement changes the income plan and the family timeline
plans · Aug 18Employers Expect AI to Add Staff as Retirements Slip
plans · Aug 18Most employers report workers delaying retirement as costs bite
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Retirement Capital Daily, in your inbox every weekday. Free.