PLANADVISER

Professional press · cited in 2 of our stories.

Where we cited them

Retirement Industry Presses Treasury on Trump Account Rollovers and Providers

Comment letters filed by February 20 ask Treasury to open Trump Accounts to competing IRA providers, fix a rollover glitch and confirm fees, shaping where a child's account will actually live.

February 20, 2026sparkinstitute.org

RetirementResearch

Fidelity Counts a Record 595,000 401(k) Millionaires as Savings Rate Hits 14.2%

Average 401(k) balances climbed to $137,800 in the second quarter, and the growing club of seven-figure accounts faces a larger question about taxes on the way out.

September 4, 2025 at 2:01 PM PDTFidelity Investments

We have no commercial relationship with this firm, and a listing here is not a recommendation. General information, not tax, legal or investment advice.