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The future of 401(k) plans: Personalized target date funds, advisor managed accounts

By Scott Wooldridge

Defined contribution plans are poised for a major shift, as participants take a more active role in retirement planning with personalized TDFs, advisor managed accounts and lifetime income solutions, according to a Wilshire report.

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Update

IRS' 2024 inflation adjustments review: Key changes for plan administrators

Timeline

IN-DEPTH – Benefits 2023: The Year in Review (and a look ahead)

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Retirement Regulation Stories

January 01, 2024

Digitized, personalized financial wellness: Meet 401(k) plan participants where they are

Retirement plans in the workplace are shifting towards emotional and behavioral engagement as key factors for success, as advisors are realizing the importance of connecting with participants on a deeper level.

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December 21, 2023

Low 401(k) account balances: Retain or force out (when employees exit the company)?

SECURE 2.0 increases the cap for mandatory force-outs on account balances from $5,000 to $7,000 after December 31, 2023, however, plan sponsors may want to have more assets in the plan to lower fees for all participants.

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December 19, 2023

3 key SECURE 2.0 provisions go into effect in 2024: What plan sponsors need to know

Student loan match, emergency savings and 529-to-Roth IRA rollovers are provisions in the new law that can alleviate some of the stress workers face when trying to balance their current needs with future financial security.

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December 19, 2023

Social Security acting chief apologizes to Congress, as Senate confirms new chief

Kilolo Kijakzai apologized to Congress for understating the extent of the agency's overpayment problem at a hearing, as the Senate voted yesterday to confirm former Maryland Gov. Martin O'Malley as the new commissioner.

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December 18, 2023

Social Security's overpayment problem just got bigger: Clawbacks hit 2 million people

The SSA has demanded money back for overpayments from more than 2 million people a year — twice as many people as acting commissioner Kilolo Kijakazi disclosed at an October congressional hearing.

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December 15, 2023

Get into employees' headspace to boost participation in 401(k) plans

Since only 37% of Americans feel confident that they would be able to retire, it's imperative to meet employees where they're at when confronting their retirement planning options, according to a new survey.

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December 15, 2023

'Until it is fixed': Congress to meet monthly on Social Security clawbacks

The Senate Finance Committee, which oversees Social Security, plans to meet with the agency every month to address SSA's attempt to claw back $21.6 billion in overpayments sent to beneficiaries in error.

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Retirement Regulation

Top Retirement Regulation Stories

The future of 401(k) plans: Personalized target date funds, advisor managed accounts

IRS' 2024 inflation adjustments review: Key changes for plan administrators

IN-DEPTH – Benefits 2023: The Year in Review (and a look ahead)

Recommended Just For You

Retirement Regulation Stories

Digitized, personalized financial wellness: Meet 401(k) plan participants where they are

Low 401(k) account balances: Retain or force out (when employees exit the company)?

3 key SECURE 2.0 provisions go into effect in 2024: What plan sponsors need to know

Social Security acting chief apologizes to Congress, as Senate confirms new chief

Social Security's overpayment problem just got bigger: Clawbacks hit 2 million people

Get into employees' headspace to boost participation in 401(k) plans

'Until it is fixed': Congress to meet monthly on Social Security clawbacks