Mastering the art of follow-up is essential for building strong client relationships and expanding your business. In this ...

The Government Accountability Office has started an investigation into retirement industry practices surrounding data collection and product cross-selling by service providers, according to Kris ...

The Plan Sponsor Council of America (PSCA), part of the American Retirement Association (ARA), is celebrating HSA Day with a free education campaign for employers. HSA Day, an event celebrated ...

Research from Georgetown University’s Center for Retirement Initiatives has found that auto-IRA mandates at the state level dramatically increase the uptake of employer-sponsored plans, even though ...

The Retirement Security Rule would have extended ERISA fiduciary duties to one-time investment recommendations such as annuity sales or rollover recommendations. But how is it that such transactions ...

The Social Security Administration (SSA) has announced the cost-of-living adjustment (COLA) for 2025, and as expected, it was significantly lower than it has been for the past couple of years.

The National Association of Plan Advisors (NAPA) is excited to announce that registration for its 2025 NAPA 401(k) Summit is now open. It will take place among the sun and fun in Las Vegas, Nev., ...

A $400 million retirement plan has struck a cash settlement of $1,500,000 – and some changes – in an excessive fee suit. The suit – filed against the fiduciaries of the Nova Southeastern University ...

While the inclusion of alternative investments on defined contribution (DC) plan menus remains limited, plan participants have expressed some interest in private assets, even though serious knowledge ...

An advisor can help monitor and evaluate whether to continue a lifetime income solution in a retirement plan. The evolution of the retirement industry feels like surfing; one wave rolls in, breaks and ...