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 ...

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).

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 ...

Alternative investment diversification and risk-adjusted return benefits are widely known, as are their complexity and cost. Can they be effectively scaled, managed, and included in retirement plans?

It’s an interesting and vexing question: what does financial wellness actually mean and what kind of ROI employers can, advisors, and—most importantly—participants really expect.

ERISA litigation often equates the fiduciary duties of prudence and loyalty — but a federal judge has drawn a distinction in a controversial case involving ESG. Participant-plaintiff (and pilot) Bryan ...

Voya Financial announced that financial services executive Jay Kaduson will take over as Chief Executive Officer (CEO) of Workplace Solutions.

The Treasury Department and the Internal Revenue Service (IRS) released proposed regulations relating to SECURE 2.0 provisions for retirement plan catch-up contributions and automatic enrollment ...

In Brooklyn, New York, a group of 4 unnamed miscreants went to steal the purse of Linda Rosa, 71, as she exited a subway station…on her way to church… they messed with the wrong 71-year-old… In ...