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

New research from the Vanguard Investment Strategy Group finds that the impact on retirement savings from those who switch jobs frequently can be quite significant and that plan design could be one ...

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., ...

Alternative investments are touted for their stock market non-correlation, which can add alpha in good times and downside protection in bad, but their relevance in defined contribution plans—with 30 ...

Between the bold theme, top-tier speakers, and sessions that go beyond surface-level topics, LNRS is shaping up to be one of the most impactful events in the retirement industry. For those who are ...

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.

Get Excited! It’s time once again to announce the nominees for our annual NAPA Top Young Retirement Plan Advisors award, a.k.a. “Aces.” It’s ALSO time to show your support for these great candidates.

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 ...

A new report from the Treasury Inspector General for Tax Administration (TIGTA) found that millions of taxpayers took early distributions from their retirement plans, but failed to pay the early ...