Topics we're pulling from the 401k rags:

🔥401GO just locked in a $33M series B what this means for advisors and platforms.💡BNY Mellon is stepping up with contributions to employees’ Trump accounts. 🏆 Proven strategies to ace the finalist presentation and close more 401(k) plans?

Pentegra “boogeyman” settlement finally gets the green light, Trump Accounts roll out with bold promises for newborn savers, and a surprising study suggests retirees may be heading toward a 2.1% withdrawal rate—whether they mean to or not. Plus, fresh data shows investors growing frustrated with disappointing Target Date Funds.

A 401(k) blackout gone wrong, a quick dive into market value adjustments (MVAs), and our reaction to ABOON. We also hit Great Gray’s latest acquisition, the evolving Wealthspire/Aon/NFP/Madison Dearborn story, and Paychex’s new AI-powered advisor alerts.

Guest: Lisa M. Gomez the Former Assistant Secretary of Labor for Employee Benefits Security at USDOL

Potential topics: A mix of industry, regulatory, and cultural developments. Key retirement plan topics include growing litigation concerns impacting DC plan services, new CIT offerings aimed at reducing small business 401(k) fees, and the ongoing battle over the DOL fiduciary rule, the DOL’s reversal of crypto investment guidance. A law firm facing penalties for sharing confidential information, and Empower signaling potential RIA acquisitions.... and Taylor Swift.

Join us for a special episode of Retireholics this week with expert guest Financial Advisor Jim Sampson. A breakdown/analysis of Freddy B's 'Ten Products and Services with the Greatest Impact on the 401(k) Industry' : Crypto, Private Equity, Custom TDFs, Held Away Assets, Retirement Income, Capturing IRA Rollovers, PEPs, Managed Accounts, and of course Artificial Intelligence. Brian Graff and American Retirement Association ask the DOL to not favor PEPs. Todd Kading of LeafHouse has new Op-Ed on 401(k) Data tells the industry "You Don't Own The Alphabet!"

Topics: Mandatory Roth Catch-Up rules, dark-side of M&A, NASDAQ on blockchain, FINRA crypto/blockchain education program, Chad's shoulder.

Potential topics: Topics to include: Blaze Credit Union and Osaic Deal, Empower's Schlichter Law Suit, Justin Bieber's New Album, Tax Credit Failures, Technology for Small Plans, Beneficiaries and our New FinTok Segment

Potential topics: Trumps EO!, The DOL’s RFI for PEPs, Sway Conference, Human Interest gets more $$, Empower Zero Fee SP500 X-Ray, FinTok, and Roswell Sighting of PEP Loving Mind Controlling Aliens.

ERISA expert and Industry Vet Jack Towarnicky joins Retireholics today. Topics to include: Josh Itzoe's New Product Launch, J.P. Morgan and Vestwell's SoloK, Is the Coverage Gap really narrowing?, Senator Warren vs Empower drama now includes Voya Financial, Blue Owl Capital and Trump, My QDIA is better than your QDIA, and what is a Ben Franklin Child Roth IRA?