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One strategy that’s often recommended to increase plan contributions in plans without automatic enrollment is to “stretch the match,” but a recent study suggests that may not achieve the desired results. When plan sponsors stretch the match, they apply an existing dollar match to a higher... READ MORE
A new study finds persistent investor concerns that a recession is nearing, but most investors say they feel “prepared” if that happens.    According to the latest Wells Fargo/Gallup Investor and Retirement Optimism Index, a solid majority of investors (61%) describe the economy as “booming” or “... READ MORE
  For many, the independent registered investment advisor (RIA) channel is as attractive as ever to brokers seeking greater control over their careers and their ability to serve their clients. According to TD Ameritrade Institutional’s “2019 Breakaway to Independence” survey, 44% of potential... READ MORE
Despite economic growth and declining unemployment, new research suggests that cash-strapped Americans are failing to save for retirement, struggling with student loan debt and facing decreasing financial literacy. “The State of U.S. Financial Capability,” a national comprehensive study –from the... READ MORE
If you think you’ve had a bad week, just remember – it could have been worse. Check out what happened to these guys (and gals)…   In Ballwin, Missouri, an unnamed woman was riding in her car… with a TV in the front passenger seat… when she made a turn… leading to the TV rolling from the seat… onto... READ MORE
The Treasury and IRS have proposed regulations designed to encourage adoption of multiple employer plans (MEPs)  – though they’re not final yet. Specifically, the proposed regulations would provide an exception to the “one bad apple” rule for certain MEPs. A MEP is a plan adopted by two or more... READ MORE
The ERISA consultants at the Retirement Learning Center Resource 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 plans. We bring Case of the Week to you to highlight the most... READ MORE
More than 20 years after the last such overhaul, on July 1 President Trump signed into law bipartisan legislation to revamp the Internal Revenue Service. Among other things, the newly enacted Taxpayer First Act of 2019 (H.R. 3151)overhauls the IRS’s operations and tax administration systems and... READ MORE
The Oregon Retirement Savings Board (ORSB) now may partner with other states in providing services similar to those offered by OregonSaves, the Beaver State’s state-run auto-IRA program for private-sector employees whose employers do not offer a retirement plan.  Senate Bill (SB) 166, signed into... READ MORE
Our Summer issue highlights NAPA’s annual list of the nation’s top young advisors, as well as a cover story relating nine lessons they have learned about succeeding in the business. You’ll also find feature articles on how independent advisory firms are flourishing in today’s age of consolidation,... READ MORE