We’ve confirmed another panel for the upcoming NAPA DC Fly-In Forum.Delegates to the premier elite advisor event will hear from some important voices from Capitol Hill.Just confirmed as panelists are:Preston Rutledge, Tax & Benefits Counsel, Senate Finance CommitteeKara Getz, Democratic Chief... READ MORE

Among a number of positive aspects of health savings accounts (HSAs), new research finds another.More precisely, a recent report from the non-partisan Employee Benefit Research Institute (EBRI) found that adults who were in a consumer-driven health plan (CDHP) or high-deductible health plan (HDHP)... READ MORE

A lawsuit that had charged plan fiduciaries with engaging in a “practice of self-dealing and imprudent investing of Plan assets by funneling billions of dollars” into a series of proprietary target-date funds has been dismissed – with prejudice.The suit, brought by John Meiners, a participant in... READ MORE

The ERISA consultants at the Learning Center Resource Desk, which is available through Columbia Threadneedle Investments, regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. A recent call with an advisor in Utah is... READ MORE

The IRS and Treasury Department have said they won’t enforce the fiduciary advice prohibited transactions during the transition period – as long as the requirements of the DOL non-enforcement policy are met. Fred Reish looks at what that means.In his most recent “Interesting Angles” blog post (No.... READ MORE

Health Savings Accounts, or HSAs, are hardly a new thing – they were approved by Congress in 2003 and became law in January 2004. But they are getting a lot of attention lately – here’s why.People are worried about health expenses – now.People stay at – and change – jobs because of health care. Oh... READ MORE

UPDATED 10:55 a.m. 5/30/17:  Politico Pro now says that Secretary of Labor Alexander Acosta will NOT attend the meeting scheduled today with organizations that have been critical of the fiduciary regulation.Having weathered some controversy over his stance on the fiduciary regulation, Labor... READ MORE

A plan beneficiary whose “claim had no merit” has been ordered to pick up some of the legal fees incurred defending against the suit – and the case provides an interesting perspective on the costs of defending ERISA litigation.The plaintiff in Angichiodo v. Honeywell Pension & Sav. Plan (2017... READ MORE

Another day, another university retirement plan charged with imprudently permitting excessive fees to be charged to participants who were also subjected to imprudent investment options. This is not a repeat, though it certainly feels that way.The suit, Nicolas v. Trs. of Princeton Univ. (D.N.J., No... READ MORE

Neuro-Fiduciary is a new industry term that has evolved to represent the use of neuroscience to help amplify, infuse, and improve the quality of a fiduciary’s decision-making process. Of particular importance, its framework can be used to illuminate the process for building client trust and loyalty... READ MORE

A new survey focuses on a topic that advisors don’t seem focused on – but perhaps should be.For the past three years, Fidelity has explored issues that are top-of-mind for advisors through its quarterly Fidelity Advisor Investment Pulse survey. On a list of 14 potential topics, inflation ranked... READ MORE

A new study of U.S. open-end mutual funds and exchange-traded funds finds that on average, investors paid lower fund expenses in 2016… than ever before.The Morningstar study found that the asset-weighted average expense ratio across funds (excluding money market funds and funds of funds) was 0.57%... READ MORE