401(k) Specialist

401(k) Specialist focuses solely on providing retirement plan advisors with the insights, expert knowledge, and advanced technology they need to thrive in a changing market. Our goal is to help hardworking Americans achieve a secure retirement through effective 401(k) savings options.

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Insights from 401GO’s Stan Smith

4 days ago | 401kspecialistmag.com | Brian Anderson

One of the most promising—and rapidly evolving—segments of the retirement plan industry is the small- to medium-sized business (SMB) market. With a wave of government incentives and employee expectations for workplace benefits on the rise, the time is ripe for innovation and growth.
Midland Advisory Partners with Dimensional on Annuities

5 days ago | 401kspecialistmag.com | Amanda Umpierrez

Midland Advisory, part of Midland National Life Insurance Company, announced a new collaboration with Dimensional Fund Advisors to enhance index-linked annuity solutions. Dimensional will offer a registered index-linked annuity (RILA), in which performance is linked to a custom index constructed using Dimensional’s systematic active exchange traded funds (ETFs).
Allianz Life Debuts Enhanced Annuity Options

6 days ago | 401kspecialistmag.com | Amanda Umpierrez

Allianz Life Insurance Company of North America announced that it is launching enhanced versions of two fixed index annuities in response to consumer demand and to further help protect Americans from ongoing market volatility.
Public Sector Employees Admit Needing Retirement Guidance

1 week ago | 401kspecialistmag.com | Amanda Umpierrez

A recent survey of public sector employees found that a majority are concerned they haven’t received the level of guidance needed to prepare for retirement. A report by MissionSquare Research Institute found that 60% of 1,009 full-time state and local government employees, including those in education, public safety, and health and human services, say they need support in understanding the amount needed to allocate for the long-term.
Pontera Names Chief Legal Officer

1 week ago | 401kspecialistmag.com | Amanda Umpierrez

Pontera has appointed Kris Beck to the role of chief legal officer. In this role, Beck will oversee the legal and compliance teams and all related matters at Pontera. She will report to Yoav Zurel, chief executive officer. Beck has over two decades of experience in corporate law, with expertise in the technology and financial services industries.
DOL Halts Reinforcement on Independent Contractor Rule

1 week ago | 401kspecialistmag.com | Amanda Umpierrez

The U.S. Department of Labor (DOL) on May 1 announced that it would stop enforcing the independent contractor rule previously imposed by former President Joe Biden’s administration. The DOL’s Wage and Hour Division issued a field assistance bulletin last week with updated guidance on interpreting employee and independent contractor status under the Fair Labor Standards Act (FLSA).
Social Security Bill Proposes Changes in Terminology

1 week ago | 401kspecialistmag.com | Amanda Umpierrez

Reintroduced bipartisan legislation aims to adjust the Social Security Administration’s (SSA) terminology to add better clarity and understanding when claiming benefits. U.S. Senators Bill Cassidy (R-LA), Susan Collins (R-ME), Tim Kaine (D-VA) and Chris Coons (D-DE) reintroduced the bill last week with hopes of encouraging Americans to claim benefits at their maximum level. Currently, Social Security benefits are made available to Americans at age 62.
What’s Missing in Driving Financial Behavior Change: Opinion

1 week ago | 401kspecialistmag.com | Brian Anderson

The retirement industry has made incredible strides in technology over the past decade. From AI-powered recommendations to automated plan design and hyper-personalized dashboards, the evolution of tools available to participants has been nothing short of impressive. And yet—many participants still aren’t taking action.
Inspira's Vision

1 week ago | 401kspecialistmag.com | Brian Anderson

In the exclusive Q&A, 401(k) Specialist Editor-in-Chief Brian Anderson speaks with Pete Welsh and Jeff Thoms, both managing directors at Inspira Financial. Fresh off their Las Vegas appearances at the 2025 NAPA 401(k) Summit and the PSCA National Conferences, Pete and Jeff join us to talk about what they’re seeing in the evolving financial wellness landscape and how Inspira is doubling down on integrated solutions for retirement and wealth and health and benefits.
April Sees Another Surge in 401(k) Trading, Alight Index Reports

1 week ago | 401kspecialistmag.com | Brian Anderson

Coming off of a very busy March, the month of April 2025 again saw heightened trading activity among retirement plan investors. According to the newest Alight Solutions 401(k) Index, 0.024% of account balances were traded daily in April, with one-third of the days showing above-normal trading.