The Department of Labor (DOL) released a new rule proposal governing the appraisal of shares in an employee stock ownership plan (ESOP).

Appearing before the Senate Finance Committee for his confirmation hearing, Treasury Secretary nominee Scott Bessent suggested that the nation could face an economic crisis should Congress fail to ...

Advisors who work with executive compensation plans may be interested in proposed regulations under Section 162(m) of the Internal Revenue Code released by the Treasury Department and IRS to address ...

Two industry titans named Tom (Clark and Kmak) will take on tort litigation at the NAPA 401(k) Summit at the fabulous Fontainebleau Las Vegas, April 28 – 30, 2025. If anyone knows these strong ...

John Hancock Retirement, a company of Manulife Wealth & Asset Management, announced that it is partnering with Vestwell on a new open-architecture retirement plan offering.

A taxpayer may be eligible for the expanded access to his or her retirement funds if their principal residence was in a major disaster area and they sustained an economic loss due to a natural ...

A federal judge has dismissed — for the second time — a suit that argued the default managed account option was no better than a target-date fund.

We are pleased to once again officially announce the opening of applications for NAPA’s Top DC Advisor Teams (with AUA of at least $100 Million) and Top DC Advisor Multi-Office Firms!

Responding to a recent call from a financial advisor in Colorado, the ERISA consultants at the Retirement Learning Center (RLC) address whether it’s better, for purposes of credit protection, to keep ...

The Department of Labor’s Employee Benefits Security Administration (EBSA) has announced an enforcement relief policy to provide retirement plan fiduciaries an option to help manage small benefit ...

Gen X is all too frequently overlooked in surveys (just ask any Gen Xer) — but in (too) many ways, it appears they’re not all that unique. Turns out, according to one survey,[i] they expect to only ...

Noting that it is reinforcing a pledge to help middle-income Americans, Transamerica announced that it is introducing a rejuvenated brand identity ushering the 120-year-old company into its next era.