Consumer advocacy groups sent a letter to Congress urging lawmakers to reject a bill that would allow 403(b)s to invest in collective investment trusts (CITs). The bills supporters, including the ARA, ...

In the United States, the racial wealth gap remains a persistent issue, with Black and Hispanic households facing significant barriers to financial stability. As recently as 2019, nearly 14% of Black ...

The need for lifetime income is undeniable and will not go away. With 86% of participants asking for guaranteed income 1, and 83% thinking their employers should offer it 2, it’s clear that retirement ...

A new suit filed by a familiar law firm makes some all-too-familiar allegations about a fiduciary breach involving the reallocation of plan forfeitures. The suit was filed by the law firm of Capozzi ...

It’s official! The nominees have been sorted and the list is made—here are the National Association of Plan Advisors (NAPA) 2025 Top Retirement Plan Advisors Under 40—NAPA’s “Aces.” These retirement ...

Investor sentiment remained bullish in the third quarter, as 401(k) plan participants within self-directed brokerage accounts (SDBAs) reaped the benefits of strong market performance, amid interest ...

It’s official! The nominees have been sorted and the list is made—here are the National Association of Plan Advisors (NAPA) 2025 Top Retirement Plan Advisors Under 40—NAPA’s “Aces.” These retirement ...

The ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement ...

While defined contribution (DC) plan providers have streamlined navigation and holistic financial planning on their websites over the past year, new research finds that participants still want more ...

Funds from traditional IRAs, SEP-IRAs, or SIMPLE-IRAs can be converted to Roth IRAs, and since 2008, individuals have been able to roll over distributions directly from qualified retirement plans to ...