Nominations are now being accepted for NAPA’s 2024 Leadership Council. Elected at-large members of the Leadership Council must be advisors (defined as individuals who are primarily in the business of providing investment advisory services directly to retirement plan sponsors and/or participants)... READ MORE

Ameritas has announced the launch of the Pooled Employer Plan (PEP), now available on the firm’s flexible retirement plan platform. According to the announcement, Ameritas will serve as the recordkeeper, with TRG Fiduciary Services serving as the pooled plan provider. LeafHouse Financial will... READ MORE

Sponsored By: As retirement plan advisors certainly know, the reduction of defined benefit pension plans and the rise of their defined contribution counterparts means more Americans are more responsible for their income in retirement.  While products and strategies exist to aid workers with... READ MORE

Representing the firm’s evolution into financial wellness with the 401(k) at its core, Betterment at Work is launching a 529 Education Savings solution in partnership with Ascensus. Together, the two firms will provide employees with a user-friendly, digital experience for 529 plan enrollment and... READ MORE

Advisors work with a variety of recordkeepers across different market segments, and in support of plans of all sizes and complexities—so, which one(s) are the best? Time is running out to weigh in!   Last year, we introduced the Advisors’ Choice award to acknowledge the nation’s best recordkeepers... READ MORE

Cetera Holdings, the holding company of Cetera Financial Group, announced this week that it has acquired The Retirement Planning Group (TRPG), an independent registered investment advisory firm headquartered in Leawood, KS. According to the announcement, TRPG serves high-net-worth individuals,... READ MORE

Here they are (finally)! Introducing the 2023 Advisor Allies, the defined contribution wholesalers recognized by their advisor partners for the help and resources they provide. NAPA’s 2023 100 Top DC Wholesalers—the “Advisor Allies”—were based on voting by thousands of registered NAPA Net users... READ MORE

CAPTRUST Financial Advisors has announced the acquisition of Fort Worth, TX-based Omega Wealth Partners and its more than $710 million in assets under management. Omega is co-owned by Tom Hardgrove, John Dickens and Tammy Bryant, who will join CAPTRUST along with six additional colleagues,... READ MORE

Retirement Clearinghouse, a Charlotte, NC-based firm, which helps to automatically move participant’s retirement account balances from a former employer to their new employer, has notified individuals in various states of a data breach.   As many as 10,509 individuals may have had their personal... READ MORE