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BY Nevin E. Adams, JD 5/15/2024
A group of retirement industry stakeholders has asked the United States Supreme Court to hear a case they say if “left undisturbed… has the potential to impact the orderly and efficient operation of every retirement plan in the country.”
Filing an amicus (friend of the court) brief in support of...
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BY Jenny Kiffmeyer, JD 5/15/2024
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 plans and other types of retirement savings and income plans, including nonqualified plans, stock...
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BY Ted Godbout 5/14/2024
Pontera, the fintech company helping retirement savers receive professional 401(k) account management from their financial advisor, has announced the launch of a new partnership with Stifel Financial Corporation.
Under the collaboration, more than 2,400 Stifel advisors will be able to securely...
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BY Ted Godbout 5/14/2024
A new report out this week provides an interesting take on whether it makes sense for retirees and near-retirees to base their retirement planning under the industry-wide assumption that they will live to age 95.
Instead of simply using age as a factor in determining how much to save and spend...
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BY NAPA Net Staff 5/14/2024
Advisors work with a variety of recordkeepers across different market segments, and in support of plans of all sizes and complexities. As such, they are extraordinarily well positioned to compare and evaluate the strengths (and weaknesses) of this critical service—and their collective opinion...
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BY Nevin E. Adams, JD 5/14/2024
A recent headline fans the flame of retirement panic—but just take a look at the actual data.
The source of the data was Schroders’ 2024 U.S. Retirement Survey, which did actually find some retirees characterizing their existence that way (doubtless with the help of a creative survey drafter) —...
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BY NAPA Net Staff 5/14/2024
On April 7, 2024, Nevin (Adams) & Fred (Reish) took their popular podcasting platform on the road to Nashville, Tennessee for a live version at the NAPA 401(k) Summit—in the middle of a solar eclipse!
In Part 2 of this expanded session, the prolific podcasting pair pointed to some...
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BY John Iekel 5/13/2024
Legislation that would create Alaska Work and Save, a state-run program that would provide retirement plan coverage to private-sector employees in Alaska whose employers do not, is still under consideration.
The bill that would create Alaska Work and Save, SB 135, is not new. Sen. Bill...
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BY Ted Godbout 5/13/2024
There’s a new metric out that lays out the difference between what a first-year retiree can withdraw and what they could get by converting some savings into lifetime retirement paychecks.
More specifically, the TIAA Annuity Paycheck Advantage suggests that new retirees can potentially receive 32...
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BY NAPA Net Staff 5/13/2024
What's in the episode?
Tim Hauser, Deputy Assistant Secretary for Program Operations for the Employee Benefits Security Administration (EBSA), joins American Retirement Association CEO Brian Graff for a comprehensive discussion of the myths, controversies and questions surrounding the final...
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