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BY Ted Godbout 4/16/2024
Ongoing economic challenges are changing how Americans are thinking about retirement planning, with nearly 6 in 10 pre-retirees (57%) believing that inflation poses the most immediate challenge to their retirement portfolios over the next 12 months.
And this stress apparently is shifting the...
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BY Nevin E. Adams, JD 4/16/2024
Of all the promising provisions in the SECURE 2.0 Act of 2022, one of the most expensive (as the federal government does math, anyway) is likely to be one of the most challenging to implement.
It’s not effective till 2027, so there’s still some time to figure it out—but I’m talking about the new...
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BY John Iekel 4/15/2024
Collective investment trusts (CITs) are a greater focus of attention and activity in the wake of SECURE 2.0, as a recent Congressional Research Service (CRS) report highlights.
In “Pensions and Individual Retirement Accounts (IRAs): Investment Issues,” the CRS provides an overview of pension...
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BY Ted Godbout 4/15/2024
The Department of Labor (DOL) has released a proposed information collection request (ICR) to help implement a forthcoming lost-and-found database to assist individuals with locating missing retirement accounts, but the operation appears to have hit a slight bump in the road.
Section 303 of the...
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BY Nevin E. Adams, JD 4/15/2024
Evidence of a prudent process has regularly proven to be “enough” to win at trial—but a new case found it wasn’t enough to forestall going to trial—and this from a federal judge who called the entire summary judgment exercise a “monumental waste of time.”
“Here, where there are qualified experts...
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BY John Sullivan 4/12/2024
What do plan sponsors want? What products and services do they feel are right for their participants? Importantly, what do they expect from the advisors with whom they engage?
These questions and more were answered at an afternoon general session at the recently completed NAPA 401(k) Summit in...
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BY Ted Godbout 4/12/2024
Serving as another warning that it's past time to begin complying with its amended marketing rule, the Securities and Exchange Commission (SEC) has settled charges against five registered investment advisers for what the Commission deemed as misleading advertising by the firms.
According to the...
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BY John Iekel 4/12/2024
Legislation that would put in place automatic enrollment of eligible private-sector employees in the Hawaii Retirement Savings Program is one step closer to passage.
On April 9, the state House of Representatives passed SB 2553, a measure that would change that. Under the bill, employees would no...
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BY NAPA Net Staff 4/12/2024
Nominations are now being accepted for American Retirement Association’s 2025 Board of Directors.
Elected at-large members of the Board of Directors serve for one term of three calendar years.
Nominees must be nominated by at least two members to be considered.
Submit a nomination today!
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BY John Sullivan 4/12/2024
Retirement income is all the rage—or at least the idea of retirement income is all the rage.
Advisors, plan sponsors, and, yes, participants increasingly acknowledge the need for some sort of guaranteed income stream to combat longer life spans and, thus, longer retirements.
It was a major...
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