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401k Specialist
401kspecialistmag. com > columbia-threadneedle-iri-chief-executives-announce-retirements

Columbia Threadneedle, IRI Chief Executives Announce Retirements

3+ day, 12+ hour ago  (941+ words) Columbia Threadneedle Investments, the global asset management group of Ameriprise Financial, announced that William Davies, global chief investment officer, is retiring after 33 years. Davies" retirement will be effective on June 30, 2026. William F. "Ted" Truscott, chief executive officer of Columbia Threadneedle, will…...

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401k Specialist
401kspecialistmag. com > retirement-savings-portability-an-idea-whose-time-has-finally-come

Retirement Savings Portability Gains Momentum Across DC Market

3+ day, 18+ hour ago  (605+ words) Image credit: " Thodonal | Dreamstime. com For decades, America's retirement system has struggled with a fundamental mismatch: a system designed around stable, long-term employment serves a workforce defined by mobility and frequent job changes. The result is a fragmented, "leaky" system'one…...

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401k Specialist
401kspecialistmag. com > employers-workers-out-of-sync-on-retirement-planning

Employers, Workers Out of Sync on Retirement Planning

4+ day, 13+ hour ago  (282+ words) A new report from the Transamerica Center for Retirement Studies looks at how employer and worker disconnects are threatening retirement benefits and savings. "As AI promises to revolutionize business models, employers are upbeat about the future, but they may be…...

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401k Specialist
401kspecialistmag. com > betterment-at-work-rolls-out-ai-powered-plan-sponsor-dashboard

Betterment Launches AI-Powered 401(k) Benchmarking Dashboard

5+ day, 14+ hour ago  (252+ words) Betterment at Work today'announced a redesigned 401(k) plan sponsor dashboard, including a new AI-powered benchmarking tool that gives employers a clearer, faster way to identify gaps in their retirement benefits and take action. The dashboard centralizes administrative tasks, payroll integration status,…...

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401k Specialist
401kspecialistmag. com > half-of-retirees-report-expenses-higher-than-expected-schroders

Half of Retirees Say Retirement Costs More Than Expected

6+ day, 14+ hour ago  (354+ words) The impact of rising prices continues to trouble retirees. According to Schroders" 2026 US Retirement Survey, nearly half (49%) of retirees report that their expenses in retirement are higher than they expected, and more than half (58%) don"t know how long their…...

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401k Specialist
401kspecialistmag. com > annuity-integrated-tdfs-reach-momentum

Annuity-Integrated TDFs Reach Momentum

1+ week, 8+ hour ago  (414+ words) Annuity-embedded target-date strategies are gaining ground, as asset managers, regulatory agencies, and plan sponsors show interest in offering guaranteed income in retirement plans. Broader multi-asset portfolios with in-plan annuities surpassed $115 billion, an increase of 150% compared to two years ago, finds…...

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401k Specialist
401kspecialistmag. com > employees-want-more-help-maximizing-workplace-financial-benefits

Employees Want More Retirement Planning Help From Employers

1+ week, 14+ hour ago  (515+ words) Employees believe their employers have lots of room for improvement in helping them understand their workplace financial benefits, which a new study finds remain a powerful driver of employee satisfaction, engagement and retention. Morgan Stanley at Work'today issued new data…...

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401k Specialist
401kspecialistmag. com > 401k-contributions-tick-up-slightly-in-q1-2026

Bank of America Retirement Report Finds Gains

1+ week, 16+ hour ago  (430+ words) Participant contributions inched up in the first quarter of 2026, finds a new Participant Pulse report from the Bank of America. The average contribution rate is now 7. 3%, with nearly half of Baby Boomers adding over 7% to their 401(k) account as of March....

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401k Specialist
401kspecialistmag. com > alts-are-coming-to-401ks-but-the-retirement-industry-should-move-forward-thoughtfully

Why 401(k) Plans Should Take a Cautious Approach to Alts: Op-ed

1+ week, 3+ day ago  (462+ words) The'U. S. Department of Labor is pushing forward with its plan to ease regulation around alternatives in 401(k) plans, but employees shouldn't expect a speedy or straightforward path to investing their retirement savings in real estate or private equity. Retirement providers will…...

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401k Specialist
401kspecialistmag. com > state-auto-ira-programs-eclipse-3-billion-in-retirement-assets

State Auto-IRA Programs Top $3 Billion in Retirement Assets

1+ week, 3+ day ago  (505+ words) 401(k) plans stand as the cornerstone of today's retirement benefits landscape. At 401(k) Specialist Magazine, we ensure that retirement plan advisors remain at the forefront of this dynamic market. As the leading source of industry insights, we deliver breaking news, best practices,…...

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