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Advisors are filling the ‘401(k) expertise gap’ to boost the confidence of retirement savers

By Lynn Cavanaugh

Retirement plan participants find plan information confusing, even overwhelming, and question their own investment choices, which is why 74% of Americans want more professional help with their 401(k)s – and many are willing to pay for it, says a Pontera survey.

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SEC fines Invesco Advisers $17.5M over 'misleading' ESG investing claims

Research

Financially included? Not so much, say nearly half of Americans

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November 11, 2024

How will a Trump win impact 401(k) plans? Retirement experts weigh in

In President-elect Trump’s first administration, there were “explicit statements of support for the 401(k) system and its pre-tax savings benefits,” said one expert. Will that continue?

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November 08, 2024

Federal Reserve cuts interest rates, again: Trump effect?

On Thursday, just days after Donald Trump was elected President, Federal Reserve Chair Jerome Powell announced interest rate cuts by a quarter of a percentage point – to a range of 4.5% to 4.75%.

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November 06, 2024

Millennials are unprepared for retirement: How employers, advisors can lend support

Many millennials turn to fragmented financial information online, leading to gaps in critical areas like budgeting, investing, and planning for future goals, according to NOYACK's Millennial Wealth survey.

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November 04, 2024

80% of plan sponsors rely on advisors, as retirement landscape becomes more complex

With many plans expanding more investment options and educating participants now more important than ever, many plan sponsors are outsourcing advisory and fiduciary responsibilities, says new Morgan Stanley survey.

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November 01, 2024

It's official! IRS announces 401(k) contribution limits for 2025

The IRS announced today it will increase 401(k) contribution limits to $23,500 (from $23,000 in 2024), the same increase as last year, while limits for employees over 50 remains unchanged.

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October 31, 2024

National Financial Planning Month: Time to help workers pay down student debt

Employer payments of principal or interest on an employee's "qualified education loan" may be eligible for tax-free treatment up to the $5,250 annual maximum, as part of an employer's "educational assistance program."

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October 31, 2024

Longer life expectancy, early retirement pose savings challenges

Employers should take a holistic view of their 401(k) that considers plan design, employee profile and behaviors and communication programs so that the plan can be tailored to the profile of the employees at their firm, says a John Hancock report.

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Advisors are filling the ‘401(k) expertise gap’ to boost the confidence of retirement savers

SEC fines Invesco Advisers $17.5M over 'misleading' ESG investing claims

Financially included? Not so much, say nearly half of Americans

Recommended Just For You

Advisor Sales Strategies Stories

How will a Trump win impact 401(k) plans? Retirement experts weigh in

Federal Reserve cuts interest rates, again: Trump effect?

Millennials are unprepared for retirement: How employers, advisors can lend support

80% of plan sponsors rely on advisors, as retirement landscape becomes more complex

It's official! IRS announces 401(k) contribution limits for 2025

National Financial Planning Month: Time to help workers pay down student debt

Longer life expectancy, early retirement pose savings challenges