In Practice September 11th, 2026 Pontera, Supporters Make Case Against Recordkeepers Restricting 401(k) Access Industry leaders argued in a webinar that participant consent, rather than recordkeeper approval, should determine access to retirement account data...
Data & Research September 3rd, 2026 DC Account Balances Reach Record Highs in Q2 A Fidelity report found 401(k) balances grew by 10.5% over the quarter, a nearly six-year record.
Data & Research May 28th, 2026 Q1 401(k) Savings Rate Climbs to Record 14.4% Fidelity also found that 403(b) contribution rates reached a new high in the first quarter, despite market volatility.
Data & Research June 25th, 2024 55-Year-Olds Twice as Likely to Rely on 401(k) Compared to Predecessors The reliance on 401(k)s means retirement industry must turn attention to this group about 10 years from the traditional retirement...
Client Service June 14th, 2024 Nuts & Bolts: Should I do Roth 401(k), Traditional Or Half and Half? In this Nuts & Bolts entry, PLANADVISER unpacks this essential, but often misunderstood area among participants.