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

While retirement is still more than three decades away for Americans born in the during the late 1990s and early 2000s, a new report finds that many may take a more circuitous path to retirement.

The Retirement Security Rule would have extended ERISA fiduciary duties to one-time investment recommendations such as annuity sales or rollover recommendations. But how is it that such transactions ...

Well, here we are again at the end of yet another workweek . . . and yet, just look at what has happened to these guys and gals . . . On Oct. 9, 1992, 18-year-old Michelle Knapp was watching ...

The Plan Sponsor Council of America (PSCA), part of the American Retirement Association (ARA), is celebrating HSA Day with a free education campaign for employers. HSA Day, an event celebrated ...

Research from Georgetown University’s Center for Retirement Initiatives has found that auto-IRA mandates at the state level dramatically increase the uptake of employer-sponsored plans, even though ...

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.

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., ...

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 ...

While the inclusion of alternative investments on defined contribution (DC) plan menus remains limited, plan participants have expressed some interest in private assets, even though serious knowledge ...