The 5th Circuit Court of Appeals recently “vacated” the DOL’s fiduciary rule and exemptions. What does that mean for recommendations to participants that they take plan distributions and roll them over to IRAs?Well, according to the latest blog post from noted ERISA attorney Fred Reish, “It means a... READ MORE

The DOL Advisory Council on Employee Welfare and Pension Benefit Plans’ latest report centers on one overarching theme: simplifying plan disclosures to participants and beneficiaries. The report also recommends further exploration of the utility and effectiveness of electronic delivery mechanisms.“... READ MORE

Members of Congress and industry groups are raising concerns that the simple $50 reduction in the 2018 health savings account family contribution limit may end up costing a lot more than first presumed.Following enactment of the Tax Cuts and Jobs Act, the IRS announced March 5 Revenue Procedure... READ MORE

While there are a number of firms involved in ERISA litigation, it’s fair to say that none have been as prolific over the last decade on the subject of excessive fee litigation as the law firm of Schlichter, Bogard & Denton. At the NAPA 401(k) SUMMIT, you’ll get to hear from the perspectives of... READ MORE

This weekend will mark the 12th anniversary of my father’s passing. There’s sadness associated with that date, of course, but he left behind a rich legacy in friends, family, and his life’s ministry that manages in the oddest ways to touch me at least once a month, even now.At 76, Dad lived longer... READ MORE

Wyoming Gov. Matthew H. Mead (R) has signed legislation (WY SF 116) creating a retirement income security task force to study the Equality State’s retirement preparedness and retirement savings programs – and the possibility of creating a state-run retirement plan for private-sector workers.The... READ MORE

Concerns over Social Security coupled with larger-than-expected health care costs has dimmed the retirement dreams among a large cohort of women, according to annual survey results by the Nationwide Retirement Institute.The June 2017 online survey of 1,012 U.S. adults ages 50 or older who are... READ MORE

You know there’s going to be lots of great networking and information at the NAPA 401(k) SUMMIT – but how about picking up some valuable continuing education credits?Yep, we have that also. In fact, the NAPA 401(k) Summit offers up to 15 hours of NAPA CE credit, including up to 1 hour of NAPA... READ MORE

Even if you’re in a good place now, sooner or later it seems we all wind up having to deal with processes (and people) that make things harder than they need to be. Have you ever been in that kind of environment? And if so, how did you – or those in management – deal with it?Sometimes it’s a person... READ MORE

Concerns about health care costs and running out of money in the later stages of retirement has led to increased interest in guaranteed lifetime income solutions, the findings in a new survey show.In fact, 73% of survey respondents now consider guaranteed income as a highly valuable addition to... READ MORE

It’s hard enough to form a cohesive plan committee — but how do you keep it engaged, focused and productive — while eliminating the force(s) that undermine its effectiveness?At the 2018 NAPA 401(k) Summit, we’ll have a special interactive panel that will explore, discuss and offer insights on 4 key... READ MORE