Listen Now: Listen on iTunes | Listen on Spotify | Listen on Google Podcasts A recent blog post from the Council of Economic Advisors went straight at fixed-indexed annuities, pegging them as a problematic financial product for various reasons. The American Retirement Association’s CEO Brian... READ MORE

Noting the “significant and unanticipated changes to the current regulatory framework,” and describing the announced period for comment as “unprecedented,” 18 trade groups—including the U.S. Chamber of Commerce—have asked the Labor Department for more time to comment on the new fiduciary definition... READ MORE

To provide plan sponsors and fiduciaries with greater insight, Fiduciary Decisions (FDI) on Nov. 7 announced that it has developed a new report that benchmarks comprehensive metrics for managed accounts within retirement plans. According to the firm’s announcement, the benchmarks give retirement... READ MORE

At the 2023 NAPA/NTSA ERISA 403(b) conference, Nevin & Fred took the podcast LIVE to focus on the differences in SECURE 2.0 for 403(b) and 401(k) plans—with a special guest. That’s right, we closed out the 2023 NAPA/NTSA ERISA 403(b) conference with a live session joined by the inimitable... READ MORE

To further support 401(k) sponsors, advisors and administrators, financial services firm AmericanTCS announced the launch of a comprehensive suite of fiduciary services. Dubbed FiduciaryxChange, the solutions—offered through AmericanTCS Fiduciary Services, LLC—streamline fiduciary responsibilities... READ MORE

Independent wealth management firm Creative Planning announced that it has acquired Mesirow's corporate retirement advisory services team, although the terms of the deal were not disclosed.   Led by David Dermenjian, Chris Pohlman, Vince Allegra and Chuck Lawless, this team partners with plan... READ MORE

JULY Business Services (JULY) has received the first certification as a Pooled Plan Service Provider issued by the Centre for Fiduciary Excellence (CEFEX) from Broadridge. According to the firm’s Oct. 24 announcement, JULY was evaluated for the readiness of its infrastructure to support compliance... READ MORE

To accelerate the advancement of organized youth financial education in local communities, the Retirement Advisor Council (RAC) recently announced the launch of a new financial literacy initiative named FinLitFuture$. With studies showing that Americans do not have adequate financial literacy or... READ MORE

We are pleased to announce the 2023 list of NAPA Top Women Advisors! Congratulations all! This year, as in years past, the nominees—more than 500 of them—were asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice, as well as their... READ MORE