Get Excited! It’s time once again to announce the nominees for our annual NAPA Top Young Retirement Plan Advisors award, a.k.a. “Aces.” It’s ALSO time to show your support for these great candidates.

Responding to a recent call from a financial advisor in Colorado, the ERISA consultants at the Retirement Learning Center (RLC) Resource Desk address a question on whether plan sponsors of qualified ...

The SEC’s Division of Enforcement Director Gurbir S. Grewal will depart the agency, effective Oct. 11, 2024, according to an Oct. 2 announcement by the commission.

Ali Khawar, the Principal Deputy Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA), spoke Tuesday at the CFP Board’s 2024 Connections Conference in Washington, D.C.

The Social Security Trustees have been warning about it for years now, but a new white paper ranks the dollar impact on future retirees of potential changes to address Social Security's funding ...

There appears to be a communication issue between advisors and investors when discussing guaranteed income sources.

To ensure proper implementation and compliance, several industry stakeholder groups, including the American Retirement Association (ARA), are calling on the IRS to delay implementation of the proposed ...

A new study finds that independent advisors are bullish on the opportunities presented by emerging technologies like artificial intelligence (AI) and the demographic shifts of the Great Wealth ...

Morningstar’s 8th annual study on the health savings account (HSA) industry finds that the leading providers continue to make progress, but there’s still plenty of room for improvement.

Third Thursdays, the vital role of how branding plays in both personal and corporate success. Featuring insights from Jennifer Lawrence, Director of Retirement Operations at Element Financial, Kelli ...

If we want to stay relevant and serve our clients better, we need to stop pretending—shed these outdated beliefs, take a fresh look at what we do and how we do it—and dare to disrupt the status quo.

PGIM RetireWell Managed Accounts will soon be available to iJoin-enabled recordkeepers through its Managed Account Program (MAP) marketplace, the investment management firm of Prudential Financial ...