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.

In competing legal briefs, the two parties to a suit challenging the legitimacy of the so-called ESG rule made their case(s).

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 ...

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 ...

Ali Khawar, the Principal Deputy Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA), spoke Tuesday at the CFP Board’s 2024 Connections Conference in Washington, D.C.

Will they finally break through? 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 ...

Time is short for some employers in the First State. The deadline to register with Delaware EARNS is fast approaching for employers with five or more employees and that do not offer a retirement plan.

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 ...