Reporters Austin R. Ramsey and Paige Smith from Bloomberg Law cover Fidelity’s launch of their crypto-friendly product and tensions between the Boston-based company and the DOL’s Employee Benefits Security Administration. QPA’s Matthew Eickman, J.D., AIF®, offers his perspective.
401k Specialist Features the 2022 Qualified Plan Fiduciary Summit
More than 200 plan sponsors, recordkeepers, financial advisors and fiduciary thought leaders gathered on April 18 and 19 for the 14th Annual Qualified Plan Fiduciary Summit. Back in person for the first time since the world shut down for the pandemic, the excitement in the room was palpable. Our partners at 401k Specialist magazine summarized the key messages and positive mood from the event.
Key Challenges Facing Plan Sponsors Tackled at Qualified Plan Fiduciary Summit
March Top Advisor by Participant Outcomes (TAPO)—Chris Roper
A Soul Search for Successful Outcomes FOR WELL OVER A DECADE, Chris Roper has helped people from all walks of life plan and save for retirement. But something changed in 2019. For the first time, Roper, a Partner and Plan Success Consultant with Overland Park, Kansas-based Qualified Plan Advisors, took an eye-opening trip through Southeast […]
After Supreme Court Ruling, Are TDFs A Ticking Time Bomb Of Fiduciary Liability?
On Monday, January 24, 2022, the United States Supreme Court unanimously overruled the Seventh Circuit’s decision to dismiss the case of Hughes et al v. Northwestern University et al.
6 Financial Goals to Kick Off the New Year
Everyone’s heard the “new year, new me” routine, right?
5 Ways to Stay On Budget This Holiday Season
As Black Friday and the holiday season approaches us quickly, it can be easy to go overboard holiday shopping. With a little planning and budgeting, it’s possible to celebrate without spending all of your money.
Using Employee Benefits to Attract & Retain Top Talent
In today’s economy, employers are in an ongoing fight with one another to lure the top candidates available.
New PEP from Qualified Plan Advisors Targets Employers of All Sizes
While most PEPs target small employers, the Qualified Plan Advisors Pooled Employer Plan, officially launched today by the Overland Park, Kan.-based retirement plan consulting firm in partnership with independent retirement services provider Newport Group, Inc., aims to deliver this new fiduciary-friendly, cost-effective solution to employers of all sizes.
Qualified Plan Advisors Launches Pooled Employer Plan (PEP)
(QPA) is pleased to announce the Qualified Plan Advisors Pooled Employer Plan. The retirement plan consulting firm is partnering with Newport Group, Inc. (Newport), a leading independent retirement services provider, to deliver this new fiduciary-friendly, cost-effective solution.
Charting a Safe Course Through Retirement
Retirement should be a time to enjoy the fruits of decades of working and saving, right? Part of enjoying the retirement years is having the peace of mind that comes from understanding some aspects of retirement that many people don’t consider.