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 ...
The Government Accountability Office has started an investigation into retirement industry practices surrounding data collection and product cross-selling by service providers, according to Kris ...
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 ...
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 ...
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., ...