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... READ MORE

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... READ MORE

  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,... READ MORE

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... READ MORE

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-... READ MORE

Voya has expanded its lineup of nonqualified deferred compensation (NQDC) solutions with a more simplified offering that smaller-sized employers can add to their executive benefits package. Dubbed “Business-ready,” the new offering is available to any size 409A (for-profit) company, but it has... READ MORE

There’s a lot of talk about the dangers of fee compression—of the implications of the so-called “race to the bottom.” But are you actually part of the “problem?”  One of the most complicated areas of our business is participant recordkeeping.  It requires pristine and highly personal data, an... READ MORE

Plan advisors know just how vital their defined contribution (DC) wholesaler is in growing, building, and managing their practice. They can become true partners in launching new ideas, products and services to increase revenue and deepen client relationships. Here’s your chance to tell them how... READ MORE

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... READ MORE

A suit that questioned the prudence of proprietary funds, as well as alleging excessive fees and poor performance in those selections, has been dismissed. The suit was brought by one Judy Lalonde, a former employee of Defendant Massachusetts Mutual Insurance Company on behalf of herself and a... READ MORE

The Department of Labor’s Employee Benefits Security Administration (EBSA) has released a final amendment to Prohibited Transaction Class Exemption 84-14—also known as the Qualified Professional Asset Manager (QPAM) Exemption. The QPAM exemption permits various parties related to employee... READ MORE