Following last month’s announcement that it had established itself as a newly formed independent firm after completion of Madison Dearborn Partners’ acquisition, the firm has now announced the ...

With the 43-day government shutdown in the past, the Employee Benefits Security Administration (EBSA) can resume its policy agenda. Recent actions and EBSA’s most recent published agenda suggest that ...

Reps. Darin LaHood (R-Ill) and Linda Sanchez (D-Calif.), along with Sens. John Barrasso (R-Wyo.) and Michael Bennet (D-Colo.), on Thursday reintroduced legislation to allow retirement savers to roll ...

There’s a “new” retirement crisis to fret about — and it involves so-called “junk” IRAs. You may have seen the recent Wall Street Journal’s headline that proclaimed “Forgotten 401(k) Accounts Are ...

With the retirement plan industry operating under an increasingly heavy cloud of litigation, the American Retirement Association (ARA) is calling on Congress to act on legislation that reduces abusive ...

Discover the NAPA Aces, officially the Top Retirement Plan Advisors Under 40, established in 2014. This prestigious list features future leaders of the retirement plan advisor industry, selected from ...

In a move that wasn’t unexpected, the U.S. Court of Appeals for the Fifth Circuit granted the Labor Department’s motion to withdraw its appeal of a court challenge(s) to the so-called fiduciary rule ...

There’s been a lot of talk about the need for ERISA litigation reform, but now legislation that would address a key aspect of it has been introduced in the House of Representatives. Rep. Randy Fine (R ...

Thanksgiving has been called a “uniquely American” holiday — and as we approach the holiday season, it seems appropriate to take a moment to reflect upon, and acknowledge — to give thanks, if you will ...

Recent research, based on insights from open-ended interviews with over 50 industry leaders, identified five critical trends shaping the future of retirement planning. Calling it “the coming pivot,” ...

With the Saver’s Match set to go into effect in 2027, the Treasury Department announced that it plans to issue guidance stipulating that undocumented immigrants are ineligible to receive the match, as ...

The more technologically advanced and consistent wealth management apps and website tools are, the higher is investors’ overall satisfaction, according to J.D. Power’s 2025 U.S. Wealth Management ...