To celebrate National 401(k) Day today, Chuck Smith, Nebraska practice leader, and his team at Prime Capital Retirement are reconvening for the 2nd annual 401(k) Day event.

The award recognizes NAIFA members who achieve extraordinary professional success before age 40 and will be awarded at the combined Apex and National Leadership Conference in September 2024.

How sponsors of defined benefit pension funds can enhance their maintenance of those offerings, plus considerations for including DB plans in the total retirement planning picture.

Employers depend greatly on their advisors and consultants – called “gatekeepers,” in a new retirement income white paper that says 83% of plan participants said their employers should offer in-plan retirement income options.

As in earlier solutions like auto features and target date funds, proactively providing innovations like retirement income show retirement plan decision makers are thinking ahead about what participants really need

After six months, 20,000 public comments, and threats of a lawsuit, the Department of Labor has issued a final rule updating fiduciary status for retirement advisors.

ERISA expert Bonnie Treichel and QPA adviser Matthew Eickman teamed up to consider common objections to in-plan lifetime income options.

RIA Intel is delighted to announce the finalists for its third annual RIA Intel Awards.

The impact of PE capital looks set to continue, but with evolutions that may be important for plan advisers to consider.