401(k) Plans
The latest 401(k) advice, investing tips and options, as well as news and articles that focus on important 401(k) strategies.
Lawsuit Accuses Stifel of Mismanaging Its Employees' 401(k)
By Dinah Wisenberg BrinThe suit contends Stifel kept two poorly performing funds in the plan for over a decade.
February 11, 2026
401(k) Balances Rose 13% in 2025The average balance topped $113,000, according to Bank of America.
January 30, 2026
6 Steps to Take 401(k) Plans off AutopilotBusiness-owner clients who sponsor these retirement vehicles have a responsibility to keep them up to date.
January 28, 2026
Retirement Policy Change in 2026? Yes, It's PossibleThe DOL, not Congress, will likely be where most of the action is, Washington watchers say.
January 23, 2026
Trump Now Says He's 'Not a Huge Fan' of Using 401(k)s to Buy HomesReporters flying home from Davos with the president say he forcefully downplayed the idea.
January 21, 2026
Indexed Annuities Could Move Into Retirement Plans SoonDeloitte analysts predict the eligible contracts will have to offer guaranteed lifetime benefits.
January 20, 2026
Watch Out for These 6 Tax Traps in 2026Don't let recent tax changes catch your clients by surprise.
January 20, 2026
Retirement Industry Blasts Trump 401(k) Down Payment ProposalThere are concerns that the policy could confuse savers while worsening the affordability crisis.