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BY Jenny Kiffmeyer, JD 5/8/2024
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 5/7/2024
Despite ongoing high inflation, small business owners, decision makers and business leaders report strong levels of growth and high levels of optimism, which could translate into new business opportunities.
This is according to the latest Principal Financial Well-Being Index, which found that more...
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BY NAPA Net Staff 5/7/2024
Peer-to-peer gatherings are some of the most valuable time advisors can spend pursuing professional and practice development, which is critically important to serving their clients and growing their businesses.
In July, top advisors will have the unique opportunity to join their colleagues for...
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BY John Sullivan 5/7/2024
How will the Saver’s Match contained in SECURE 2.0 affect race/gender disparities in 401(k) balances?
It’s a question tackled in the latest analysis from the Collaborative for Equitable Retirement Savings (CFERS), comprised of three high-profile retirement plan research organizations.
It found...
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BY Nevin E. Adams, JD 5/7/2024
A plan sponsor, charged with a fiduciary breach in its selection of a pension risk transfer (PRT) provider, is pushing back, moving to dismiss the suit.
The motion to dismiss—filed on behalf of plan fiduciaries at Lockheed Martin—notes that “plaintiffs seek a novel ruling from this Court that a...
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BY John Sullivan 5/7/2024
The annual Social Security and Medicare Trustees Reports, released on Monday, found that as in previous years, the Social Security and Medicare programs “both continue to face significant financing issues.”
While the Old-Age and Survivors Insurance (OASI) Trust Fund will be able to pay 100% of...
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BY Nevin E. Adams, JD 5/7/2024
Like many, perhaps most, families—mine never really talked about money or finance.
Doubtless that was in no small part because neither of those were in abundance in our household. But mostly, I suspect, it was because that was just one of “those” topics that were deemed by my parents’ generation...
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BY Ted Godbout 5/6/2024
During the height of COVID, many workers quit their jobs in droves, which led to the coining of the term “The Great Resignation,” but are they now regretting it? A new survey of U.S. workers examines job satisfaction among those who left and those who stayed.
As part of a job satisfaction survey...
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BY NAPA Net Staff 5/6/2024
What's in the episode?
Research and consulting giant Morningstar was cited over 40 times in the final fiduciary rule release, officially called the Retirement Security Rule. The reason was largely due to the data and information for which the company is known.
Aron Szapiro, Head of Government...
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BY John Iekel 5/6/2024
The effects of the SECURE 2.0 Act cover the gamut from profound and far-reaching to the more mundane yet still important—and that includes reporting about certain retirement plans and saving arrangements.
In FS-2024-18, a fact sheet issued May 2, the IRS reminds businesses that beginning with tax...
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