To adapt its oversight responsibilities in a quickly changing landscape, the SEC announced that its 2025 examinations will prioritize perennial and emerging risks, such as fiduciary duty, standards of ...

The results of a new survey of pooled retirement plan adopters reinforces the power these shared plans wield in expanding access to retirement savings plans.

Finding the suit failed to make a “plausible” case with “meaningful benchmarks,” a federal judge has dismissed a suit that challenged the use of managed accounts versus a target-date fund.

To tackle current workforce and organizational issues, it's essential to move beyond conventional approaches. Many employers are turning to Pooled Employer Plans (PEP) to solve the challenges of the ...

This week, the Department of Labor (DOL) published for the first time a list of companies that complied with a new requirement to notify the department that they rely on the Qualified Professional ...

John Hancock Retirement, a company of Manulife Investment Management, announced Oct. 17 that it has created a new leadership position at the firm dedicated to improving participant outcomes.

A change in the title (from “NAPA Top Women Advisors”) and categories (the addition of "MVPs") brought a RECORD NUMBER of nominees! Congratulations to those recognized on this year’s list.

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

The National Association of Plan Advisors is a non-profit professional society. The materials contained herein are intended for instruction only and are not a ...

Nominees were asked to respond to a series of quantitative and qualitative questions about their experience and practice. Those anonymized questionnaires were then reviewed by a blue-ribbon panel of ...

T. Rowe Price and Pacific Life announced that they are teaming up to provide a new retirement solution designed to provide retirees with a defined contribution plan with stable and predictable monthly ...

Life is full of annoyances – all the better to appreciate the blessings that surround us. That said, there are things about the retirement industry that really bug me. I recently had the privilege of ...