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401(k) Specialist

In PWD coverage since August 19, 2026 · 15 stories

PWD coverage

investments

Invesco's Sergio Marcheli says many 401(k) menus have drifted toward growth

He tells the 401(k) Specialist podcast that holding both styles across market capitalizations lets participants follow leadership shifts without timing cycles.

income · Oct 1TIAA study ties AI and GLP-1 longevity to retirement funding worries

policy · Sep 29IRS Notice 2026-49 proposes standard forms for plan-to-plan rollovers

policy · Sep 23A manufactured comment file is the rule's real exposure

plans · Sep 22The Oct. 1 Safe Harbor deadline is really Labor Day

plans · Sep 22The Saver's Match has nowhere to land for 21 million workers

investments · Sep 21CFA Institute splits 401(k) private markets into return and ballast

investments · Sep 21Active management's DC case now runs through the shelf

policy · Sep 21AI can't be a fiduciary, but it can leave a paper trail

plans · Sep 18DC assets hit $15 trillion; plan design sits still

policy · Sep 10Ex-EBSA chief says the law never barred 401(k) advice

plans · Aug 27Custom TDFs should replace the 'managed QDIA'

investments · Aug 19Target-date assets top $5.3 trillion as income options climb

advisers · Aug 19Ten retirement firms landed in the Inc. 5000 top 1,000

plans · Aug 19Principal survey: AI adoption and delayed retirement