资讯

The National Bureau of Economic Research (NBER) recently announced that it would be shuttering the organization’s Retirement and Disability Research Center (RDRC). The final issue of Bulletin on ...
Another 401(k) plan has been charged with a fiduciary breach quadfecta; excessive recordkeeping fees, expensive managed account charges, a poor performing stable value option — and offsetting employer ...
Responding to a recent call from a financial advisor in Nevada, the ERISA consultants at the Retirement Learning Center (RLC) address whether it’s possible to combine a 403(b) plan with a 401(k) plan.
Pooled employer plans (PEPs) have their genesis in the SECURE Act enacted in 2019. That’s not a long time, but in just three years, they accounted for billions in assets and covered thousands of ...
Hoping to help address the access issues plaguing the retirement plan industry, Vestwell has launched what it calls “the industry’s most robust multilingual savings platform,” offering support in 18 ...
Three retirement plan industry and academic heavy hitters are out with a new paper that finds retirement investors' allocation preferences and accumulated savings become more diverse with age.
Yes, you are reading it right. It’s another article about AI, but with a combination of competitive opportunities and risk management considerations for your clients.
Discover NAPA's 2025 Top DC Advisor Teams, highlighting the nation's premier retirement plan advisor firms. This prestigious list focuses on teams operating from a single physical location with at ...
Addressing immediate priorities and anticipating needs are at the heart of what a retirement plan professional does to serve clients, their plans, and their participants. Some recent analyses offer ...
Well, here we are again at the end of yet another workweek …and yet, just look at what has happened to these guys and ...
Join NAPA’s Nonqualified Plan Consultant (NQPC) Conference to enhance your expertise in nonqualified plans. Participate in dynamic workshops, track-based sessions, and bootcamps designed to broaden ...
There’s been a string of positive news of late about retirement savings and new plan adoption — but a new research paper gave me pause.