Developing a Growth Mindset and Maximizing Value” the NAPA 401(k) Summit session will feature a panel of high-profile industry experts including Alex Assaley, Steve Dimitriou, and Greg Kaplan.

Your competitors are working to provide smooth, dependable service—how are you going to respond? In a recent panel discussion, industry experts offered insights into how to rethink customer service ...

By committing to professional development, financial advisory firms can lay a foundation for future growth and success.

The Employee Benefit Security Administration (EBSA) announced on Monday that it will begin collecting limited data to populate the Lost and Found plan database. The SECURE 2.0 Act requires the ...

Consumer advocacy groups sent a letter to Congress urging lawmakers to reject a bill that would allow 403(b)s to invest in collective investment trusts (CITs). The bill's supporters, including the ARA ...

In the United States, the racial wealth gap remains a persistent issue, with Black and Hispanic households facing significant barriers to financial stability. As recently as 2019, nearly 14% of Black ...

The need for lifetime income is undeniable and will not go away. With 86% of participants asking for guaranteed income 1, and 83% thinking their employers should offer it 2, it’s clear that retirement ...

A new suit filed by a familiar law firm makes some all-too-familiar allegations about a fiduciary breach involving the reallocation of plan forfeitures. The suit was filed by the law firm of Capozzi ...

It’s official! The nominees have been sorted and the list is made—here are the National Association of Plan Advisors (NAPA) 2025 Top Retirement Plan Advisors Under 40—NAPA’s “Aces.” These retirement ...

Given the election results and quickly fading chances that she would receive a confirmation vote, President Joe Biden on Nov. 14 withdrew the nomination of Deva Kyle to be the Director of the Pension ...

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 . . . In Pierson, Florida, an unnamed ...