Rep. Vern Buchanan (R-Fla.) addressed delegates from around the country at the NAPA D.C. Fly-In Forum on Tuesday afternoon, thanking the retirement plan advisors in attendance for their work and ...

"You could take this, go back to your clients and say, ‘Here's the lesson.’ You could repeat it verbatim," Tom Clark said Tuesday.

A new study by Morningstar Retirement suggests that managed accounts can help improve retirement readiness, especially for participants who start off behind.

The pace of suits alleging a fiduciary breach in disposition of forfeitures continues — with a new twist. The pace of suits alleging a fiduciary breach in disposition of forfeitures continues — with a ...

Graff emphasized to the National Association of Plan Advisors’ (NAPA) delegates gathered from around the country that retirement and retirement planning is a bipartisan issue, something that must ...

Until recently, compliance with the Securities and Exchange Commission’s marketing rule held the top spot among investment adviser compliance officers, but that concern has been overtaken by another ...

A new suit alleges that imprudent fund selection has cost participants in a 401 (k) more than $100 million. A new suit alleges that imprudent fund selection has cost participants in a 401 (k) more ...

Responding to a call from an advisor in Texas, the ERISA consultants at the Retirement Learning Center (RLC) address a question concerning how and whether Social Security benefits are affected for a U ...

Congressman Tim Walberg (R-Mich.) believes the Employee Benefits Security Administration (EBSA) is straying from its mission as an impartial regulator, “picking winners and losers” rather than working ...

Retirement plan advisor delegates at the 2025 NAPA D.C. Fly-In Forum convened on Capitol Hill on Wednesday to press lawmakers to protect the incentives inherent in the nation’s retirement saving ...

Both Houses of Congress have introduced the "Small Nonprofit Retirement Security Act,” which would provide a tax credit of up to $5,000 for the three years of a retirement plan’s operation and an ...

The Employee Benefits Security Administration (EBSA) wrote a letter to Thomson Hine, an ERISA law firm representing Citigroup inc. concerning its Racial Equity Program. The letter stated that Citi’s ...