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BY John Sullivan 4/8/2024
“Democracy is messy, and it’s hard. It’s never easy.”
American Retirement Association CEO Brian Graff quoted Robert Kennedy to describe the current political environment and its potential effect on retirement plan savers and advisors.
Graff, who kicked off the opening keynote general session at...
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BY Joey Santos-Jones 4/8/2024
On Sunday at the NAPA 401(k) Summit in Nashville, Tenn., Mike Walsh, CEO of Tomorrow, explored the transformative potential of artificial intelligence (AI) in the advisory and regulatory landscape. He emphasized the rapid advancements in AI technology and the urgent need for the retirement planning...
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BY John Sullivan 4/7/2024
It’s Music City, so apropos.
Kidder Company/Fuerza Financial Chairman and CEO Keith Gredys chose the distinctive beat and guttural guitar riff of the Black Sabbath classic "Iron Man" to begin his presidential acceptance speech at the NAPA 401(k) Summit in Nashville, Tenn.
“Why did I walk in with...
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BY John Sullivan 4/7/2024
A rousing start to the NAPA 401(k) Summit happened in Nashville, Tenn., on Sunday. Summit Co-Chairs CAPTRUST's Devyn Duex and Raymond James' Don MacQuattie hit the stage in appropriate country and western gear to get attendees excited for the education and entertainment to come.
"I just didn't...
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BY John Sullivan 4/7/2024
After all the preparation, planning, travel, and travails, the 2024 National Association of Plan Advisors (NAPA) 401(k) Summit will start Sunday afternoon in Music City.
The Summit, the largest ever with a record-setting 2,800 advisors and exhibitors, promises discussions of retirement plan policy...
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BY Joey Santos-Jones 4/7/2024
Approximately 61% of employees say their organizations actively ensure fairness in hiring, compensation, and promotions through specific policies. However, growth opportunities remain in some areas. Only a third of the workforce reports having dedicated staff members who advocate for Diversity,...
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BY Ted Godbout 4/5/2024
LeafHouse, iJoin, and ARS have announced a new partnership to deliver a technology-driven solution that provides a personalized savings and income experience for participants within a managed account offering.
Named the Automated Personalized Portfolio™ (APP) program, LeafHouse will be the fund...
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BY Ted Godbout 4/5/2024
Facing a slew of lawsuits over its recently finalized climate disclosure rule, the Securities and Exchange Commission on April 4 announced that it will voluntarily “stay” its implementation of the rule until the legality has been addressed.
In noting that the Commission has discretion to stay its...
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BY Nevin E. Adams, JD 4/5/2024
Well, here we are again at the end of yet another workweek …and the beginning of a new month…and yet, just look at what has happened to these guys and gals…
15 places in the U.S. that just lost their total solar eclipse — while Texas gained ...
Shop till you…drop? Or maybe you just had a...
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BY Ted Godbout 4/4/2024
The Lincoln Financial Group announced this week that it is enhancing its retirement plan options by launching a comprehensive pooled employer plan (PEP) solution for 401(k) and 403(b) plans.
Named FlexPEP(k) and FlexPEP(b), the new “side-by-side” pooled employer solutions for businesses and not-...
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