From the start, this recognition had real impact, both for the individuals recognized and the firms that support them. We created the NAPA Top Women Advisors — now the NAPA Top Women of Excellence — ...

After the House of Representatives approved the measure in mid-September by an overwhelming vote of 401-14, President Trump on Oct. 15 signed the Retire Through Ownership Act (S. 2403) into law, ...

Three former HP employees have sued the company and its plan fiduciaries, alleging that the retention of two underperforming investment options cost participants in its $10.85 billion 401(k) plan more ...

An advisory firm CEO has been charged with embezzling his employees’ retirement contributions and operating Ponzi and mortgage fraud schemes. Embezzlement from an employee benefit plan — maximum five ...

A collective investment trust provider sued by the Labor Department is pushing back — arguing that the agency’s case rests on an unsupported legal theory and overlooks evidence contradicting its ...

Leading Democrats on the House Education and Workforce Committee have written to the head of the Department of Labor’s Employee Benefits Security Administration (EBSA) demanding answers about the ...

And we’re off! It’s that time of year, and we're proud to announce the nominees for our annual NAPA Top Young Retirement Plan Advisors award, a.k.a. “Aces.” Who is setting a high bar relatively early ...

Sen. Ron Wyden (D-Ore.), who is the Ranking Member of the Senate Finance Committee, introduced the Saver's Match Enhancement Act (S. 5507) on Thursday, which would expand the refundable match. Enacted ...

The Pension Protection Act turned 20 this summer, and MFS took a comprehensive look back. The findings offer valuable perspective for advisors working to improve outcomes for the plan sponsors and ...

When must plan amendments to implement provisions of the SECURE and SECURE 2.0 Acts be adopted? Confusion about that compelled some stakeholders to ask the IRS for some clarification. More ...

With thousands of Americans turning 65 every day, new research finds that most retirees do not use — or may not know how to use — their retirement savings to generate steady income. Instead, many rely ...