Digital technology presents opportunities for greater access and customization of financial education and products for consumers but may pose risks as well.

The Securities and Exchange Commission (SEC) announced last week that Chairman Gary Gensler will indeed step down once President-elect Donald Trump takes office, signaling that major changes are in ...

Rhode Island and Connecticut on Nov. 20 announced they are joining forces on offering coverage through their state-run auto-IRA programs to those whose employers do not offer a retirement plan.

President-elect Donald Trump late Friday announced his intent to nominate Rep. Lori Chavez-DeRemer (R-OR) to be Secretary of Labor, and hedge fund manager Scott Bessent to serve as Secretary of the ...

NC, Chair of the House Committee on Education and the Workforce, says the Labor Department is “abusing its authority” and is calling on the DOL’s Office of the Inspector General (OIG) to investigate ...

In a feature story in the Fall issue of NAPA Net the Magazine, Judy Ward looks at what a nationwide ban on non-compete agreements mean for the retirement plan advisory industry.

Let’s support those who support us.” It’s the tagline for a newly launched advocacy page from the American Retirement Association (ARA), which is working to make CITs available to nurses, educators, ...

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.

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 ...

Why is portability so important for retirement plan participants? And how does it apply to in-plan guaranteed lifetime income solutions like annuities? We speak with Gordy Stead, Director of ...

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 ...

Student loan matching and in-plan emergency savings, sometimes called pension-linked emergency savings accounts (PLESA) or side-car accounts, apparently are among the most popular SECURE 2.0 features, ...