The absence of universal automatic portability, or transferring balances between retirement plans upon changing jobs, is among the primary obstacles to consistent retirement saving.

As Halloween approaches, and thoughts turn to ghosts, goblins and things that go bump in the night, Nevin (Adams) & Fred (Reish) turned their focus to things that SHOULD have the attention of (and ...

Good news if you’re a retirement plan advisor, as nearly all plan sponsor respondents to a recent “Question of the Week” from NAPA’s sister organization PSCA answered affirmatively that they do use an ...

Another federal judge has dismissed another suit challenging a pension risk transfer arrangement, concurring that with no immediate injury, the plaintiffs lack standing to bring suit.

While the release was pushed back due to the government shutdown, the Social Security Administration (SSA) this morning announced a modest increase in the cost-of-living adjustment (COLA) for 2026. So ...

A new suit claims the plan fiduciaries and their advisor breached fiduciary duties in retaining an underperforming target-date fund too long.

The Justice Department has asked for another extension in a legal challenge involving the so-called fiduciary rule — due to the current government shutdown.

The New York-based fintech firm has expanded its pooled employer plan (PEP) solutions by offering a next-generation PEP designed to make it easier for businesses of all sizes to offer high-quality ...

Last week, I shared a list of things that make me “mad as hell” — things that those in our industry generate, promote and often share as fact without any application of common sense, and no apparent ...

Congratulations to those recognized on this year’s list for raising the bar for the industry, the excellence they bring, and — most importantly — the difference they make in the retirement security of ...

A new survey reveals that nearly half of non-retired Americans say they are unwilling to delay Social Security benefits, despite the possibility of receiving higher payments.

Representing more than half of the U.S. population, people in the middle class embody the American dream by working hard, caring for their families, and saving for the future while navigating an ...