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The 401(k) industry is heading toward a major conflict over who can access and use participant data. Record keepers and advisors both depend on this data to cross-sell wealth services—an increasingly critical revenue source as plan fees continue to decline. Recent actions by firms like Schwab and Fidelity to limit third-party access ...
The promise sounds appealing: hire a fiduciary advisor, hand over investment decisions, and sleep better at night knowing someone else is handling the heavy lifting. But the reality is more nuanced than the sales pitch suggests.
Chris Carosa, CTFA, recently examined this tension in href="https://fiduciarynews.com/2025/11/the-fiduciary-dilemma-that-refuses-to-d...
Despite growing awareness of the benefits of automatic features like auto-enrollment and auto-escalation, many smaller 401(k) and 403(b) plans still trail larger ones in adopting them. According to Vanguard’s “How America Saves” report, only 24% of smaller plans use auto-enrollment compared with 61% of larger plans, yet participation rise...
