Responding to a recent call from an advisor in Arizona, the ERISA consultants at the Retirement Learning Center address whether an employer can terminate their SIMPLE IRA plan mid-year and implement a ...

Not having a clear plan for drawing-down savings and knowing how to generate income in retirement are major contributing factors.

Your competitors are working to provide smooth, dependable service—how are you going to respond? In a recent panel discussion, industry experts offered insights into how to rethink customer service ...

By committing to professional development, financial advisory firms can lay a foundation for future growth and success.

National Association of Plan Advisors’ (NAPA) sister organization, the Plan Sponsor Council of America (PSCA), is out with its 2024 HSA Survey. It shows slight growth in health savings account ...

The Employee Benefit Security Administration (EBSA) announced on Monday that it will begin collecting limited data to populate the Lost and Found plan database. The SECURE 2.0 Act requires the ...

The CPFA ® /QPFC credential program provides thorough training and emphasizes key learning areas such as fiduciary responsibility, regulatory compliance, and best practices in plan management.

Consumer advocacy groups sent a letter to Congress urging lawmakers to reject a bill that would allow 403(b)s to invest in collective investment trusts (CITs). The bill's supporters, including the ARA ...

In the United States, the racial wealth gap remains a persistent issue, with Black and Hispanic households facing significant barriers to financial stability. As recently as 2019, nearly 14% of Black ...

The need for lifetime income is undeniable and will not go away. With 86% of participants asking for guaranteed income 1, and 83% thinking their employers should offer it 2, it’s clear that retirement ...

A new suit filed by a familiar law firm makes some all-too-familiar allegations about a fiduciary breach involving the reallocation of plan forfeitures. The suit was filed by the law firm of Capozzi ...

It’s official! The nominees have been sorted and the list is made—here are the National Association of Plan Advisors (NAPA) 2025 Top Retirement Plan Advisors Under 40—NAPA’s “Aces.” These retirement ...