A snapshot survey from the Plan Sponsor Council of America (PSCA) provides insight on how plans are addressing these issues.

To boost its access to investment research, alternative assets, and outsourced chief investment officer (OCIO) capabilities for the private wealth segment, Chicago-based Hightower Holding announced ...

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.

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 ...

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.

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

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.

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 ...

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 CPFA ® /QPFC credential program provides thorough training and emphasizes key learning areas such as fiduciary responsibility, regulatory compliance, and best practices in plan management.

According to a Federal court in the Northern District of Texas, the Consolidated Appropriations Act, 2023 (CAA), the legislation of which the SECURE 2.0 Act was a part, was “passed in violation of the ...