Mastering the art of follow-up is essential for building strong client relationships and expanding your business. In this ...

Time is short for some employers in the First State. The deadline to register with Delaware EARNS is fast approaching for employers with five or more employees and that do not offer a retirement plan.

New research from the Vanguard Investment Strategy Group finds that the impact on retirement savings from those who switch jobs frequently can be quite significant and that plan design could be one ...

The National Association of Plan Advisors (NAPA) is excited to announce that registration for its 2025 NAPA 401(k) Summit is now open. It will take place among the sun and fun in Las Vegas, Nev., ...

The CPFA ® /QPFC credential program provides thorough training and emphasizes key learning areas such as fiduciary responsibility, regulatory compliance, and best practices in plan management.

Will they finally break through? Alternative investments are touted for their stock market non-correlation, which can add alpha in good times and downside protection in bad, but their relevance in ...

A $400 million retirement plan has struck a cash settlement of $1,500,000 – and some changes – in an excessive fee suit. The suit – filed against the fiduciaries of the Nova Southeastern University ...

According to a Federal court in the Northern District of Texas, the Consolidated Appropriations Act, 2023 (CAA), the legislation of which the SECURE 2.0 Act was a part, was “passed in violation of the ...

Ali Khawar, the Principal Deputy Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA), spoke Tuesday at the CFP Board’s 2024 Connections Conference in Washington, D.C.

Nominees were asked to respond to a series of quantitative and qualitative questions about their experience and practice. Those anonymized questionnaires were then reviewed by a blue-ribbon panel of ...

The Social Security Administration (SSA) has announced the cost-of-living adjustment (COLA) for 2025, and as expected, it was significantly lower than it has been for the past couple of years.