Investment Instruments

The 529 Retirement Enhancement Act of 2026 eliminates the $35,000 lifetime limit.

The story may be less that participants have become better investors and more that better plan architecture is making good investor behavior easier.

The Workers' Retirement Savings Protection Act is a response to courts striking down DOL's rules, says lawyer Brad Campbell.

Even wealthy seniors could drain assets relatively quickly in these locations, CareScout finds.

Limiting investment risk in early retirement can backfire over a 40-year time horizon, a new paper warns.

For advisory firms, AI isn't just a timesaver, AssetMark finds — it's a recruiting advantage.