By committing to professional development, financial advisory firms can lay a foundation for future growth and success.

Consumer advocacy groups sent a letter to Congress urging lawmakers to reject a bill that would allow 403(b)s to invest in collective investment trusts (CITs). The bill's supporters, including the ARA ...

It’s official! The nominees have been sorted and the list is made—here are the National Association of Plan Advisors (NAPA) 2025 Top Retirement Plan Advisors Under 40—NAPA’s “Aces.” These retirement ...

In the United States, the racial wealth gap remains a persistent issue, with Black and Hispanic households facing significant barriers to financial stability. As recently as 2019, nearly 14% of Black ...

The need for lifetime income is undeniable and will not go away. With 86% of participants asking for guaranteed income 1, and 83% thinking their employers should offer it 2, it’s clear that retirement ...

A new suit filed by a familiar law firm makes some all-too-familiar allegations about a fiduciary breach involving the reallocation of plan forfeitures. The suit was filed by the law firm of Capozzi ...

The CPFA ® /QPFC credential program provides thorough training and emphasizes key learning areas such as fiduciary responsibility, regulatory compliance, and best practices in plan management.

In light of Donald Trump’s recent presidential election victory, various regulatory and enforcement priorities at the Securities and Exchange Commission (SEC) are likely to change. These include swing ...

The nation’s highest court has brushed aside — again — the opportunity to weigh in on a split in the federal district courts on whether participants seeking to bring suit under ERISA can be forced ...

Investor sentiment remained bullish in the third quarter, as 401(k) plan participants within self-directed brokerage accounts (SDBAs) reaped the benefits of strong market performance, amid interest ...

It’s official! The nominees have been sorted and the list is made—here are the National Association of Plan Advisors (NAPA) 2025 Top Retirement Plan Advisors Under 40—NAPA’s “Aces.” These retirement ...

Given the election results and quickly fading chances that she would receive a confirmation vote, President Joe Biden on Nov. 14 withdrew the nomination of Deva Kyle to be the Director of the Pension ...