Responding to a call from a financial advisor in Maryland, the ERISA consultants at the Retirement Learning Center (RLC) address whether a 403(b) plan’s “Universal Availability Notice” can be ...

There appears to be somewhat of a disconnect between what investors want for retirement compared to what advisors recommend, suggesting that advisors may have more work to do to help their clients ...

Plaintiffs who have lost at both the district and appellate court level are asking the nation’s highest court to weigh in on a suit involving alternative investments — more specifically the ...

But there’s more to these types of decisions than “the math” — and I think some people get so caught up in a slide rule [v] exercise they forget that there are real, rational, personal reasons for the ...

The opening session of the 2025 ASPPA Annual in San Diego included a wide-ranging discussion on the One Big Beautiful Bill (OBBB), the government shutdown, new agency leadership, private-market assets ...

When defined contribution plan sponsors were asked to name the top three priorities over the next 12 months, expanding financial wellness, ensuring regulatory compliance, and reducing plan costs were ...

To accelerate growth for its wealth management business, financial services firm Equitable announced Oct. 27 that it has entered into an agreement to acquire Stifel Independent Advisors, LLC.

Good news if you’re a retirement plan advisor, as nearly all plan sponsor respondents to a recent “Question of the Week” from NAPA’s sister organization PSCA answered affirmatively that they do use an ...

As Halloween approaches, and thoughts turn to ghosts, goblins and things that go bump in the night, Nevin (Adams) & Fred (Reish) turned their focus to things that SHOULD have the attention of (and ...

While the release was pushed back due to the government shutdown, the Social Security Administration (SSA) this morning announced a modest increase in the cost-of-living adjustment (COLA) for 2026. So ...