We are pleased to once again officially announce the opening of applications for NAPA’s Top DC Advisor Teams (with AUA of at least $100 Million) and Top DC Advisor Multi-Office Firms!

Responding to a recent call from a financial advisor in Colorado, the ERISA consultants at the Retirement Learning Center (RLC) address whether it’s better, for purposes of credit protection, to keep ...

The Department of Labor’s Employee Benefits Security Administration (EBSA) announced an enforcement relief policy to provide retirement plan fiduciaries with an option to help manage small benefit ...

Another national employer has been sued for its decision to transfer its pension obligations to an insurance company — but a different one than had been challenged in suits thus far.

It's over 47,000 small businesses can focus on core competencies while hiring administration and fiduciary help to ensure participants have the best opportunity to successfully save for retirement.

While President Biden is expected to sign legislation passed by Congress repealing the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO), not everyone is happy with the move ...

With a theme of “fewer tailwinds, more tail risks,” Bob Doll on New Year’s Eve unveiled his highly anticipated annual list of predictions, observing that there is a wide range of possible outcomes for ...

Well, here we are again at the end of yet another workweek . . . and the beginning of a New Year . . . and yet, just look at what has happened to these guys and gals . . .

President-elect Trump has turned to an influential and long-time tax lobbyist in Washington, D.C. to serve as the head of tax policy in the U.S. Treasury Department.

Noting that “As fiduciaries to the Plan, Defendants were obligated at all times to act prudently and for the exclusive benefit of participants and beneficiaries. This Defendants did not do” — another ...

Gen X is all too frequently overlooked in surveys (just ask any Gen Xer) — but in (too) many ways, it appears they’re not all that unique. Turns out, according to one survey,[i] they expect to only ...

The Department of Labor’s Employee Benefits Security Administration (EBSA) released its final rule on Tuesday morning regarding changes to its Voluntary Fiduciary Correction Program (VFCP).