Congressman Tim Walberg (R-Mich.) believes the Employee Benefits Security Administration (EBSA) is straying from its mission as an impartial regulator, “picking winners and losers” rather than working ...

Responding to a call from an advisor in Texas, the ERISA consultants at the Retirement Learning Center (RLC) address a question concerning how and whether Social Security benefits are affected for a U ...

We are embarking on this beginning of the process for the next generation of retirement legislation,” American Retirement Plan (ARA) CEO Brian Graff said at the 2025 NAPA D.C. Fly-In on Tuesday.

The inclusion of private market investments in 401(k)s is a hot topic in retirement plan product and policy circles.

Goldman Sachs Asset Management (GSAM) announced that it is introducing a collective investment trust (CIT) that will provide access to private credit investments for defined contribution (DC) plans ...

Graff emphasized to the National Association of Plan Advisors’ (NAPA) delegates gathered from around the country that retirement and retirement planning is a bipartisan issue, something that must ...

In recent days, federal courts have dismissed two notable suits regarding forfeiture reallocation, but most notably the Labor Department has now weighed in on behalf of plan fiduciaries in another ...

Last week yet another industry survey asked a bunch of arguably uninformed individuals how much they thought they’d need for retirement — and how far from that goal they were. Bet you can guess the ...

Both Houses of Congress have introduced the "Small Nonprofit Retirement Security Act,” which would provide a tax credit of up to $5,000 for the three years of a retirement plan’s operation and an ...

Welcome to week two of voting on potential topics for the 2026 NAPA 401(k) Summit. It’s your chance to weigh in on the second batch!

The IRS on July 16 issued guidance on withholding and reporting concerning uncashed retirement plan distribution checks. The guidance came in Revenue Ruling (Rev. Rul.) 2025-15.

The wealth management industry apparently is on a collision course with a talent crisis, according to J.D. Power’s newly released 2025 U.S. Financial Advisor Satisfaction Study.