While defined contribution (DC) plans have long been a core part of employer-provided benefit offerings, a new survey finds that plan sponsors now believe that DC plans have become employees’ most ...
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 — ...
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 ...
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 ...
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 ...
New research from BlackRock points to both a growth and retention opportunity for advisors to solve a meaningful advice gap among affluent women. Titled the Future of Wealth: Women, Money & The ...
Explore the NAPA Top Women of Excellence for 2026, recognizing outstanding female professionals in retirement planning across three categories: Captains, MVPs, and Rising Stars. The women awarded are ...
The IRS is expected to begin sending eligibility notices to tax filers who could qualify for the Saver’s Match. The Saver’s Match, which will take effect in 2027, replaces the Saver’s Credit and will ...
Among HSA providers, Fidelity provided the best spending accounts, and HSA Bank the best investment accounts, according to the 2026 Health Savings Account (HSA) Landscape, published by Morningstar.