What, exactly, is a nonqualified deferred compensation plan? Simple. “It’s anything that’s not qualified,” Jeff Acheson bluntly stated, before adding that nonqualified plans allow pretax compensation ...

Welcome to week two of Summit topic voting, where you weigh in on the topics covered! The agenda for the NAPA 401(k) Summit is put together for advisors by advisors, and as always, we’ve teed up a ...

What retirement plan providers want, and what plan participants need, often clash in the quest for greater personalization. What does the data actually say about recent innovation in the 401(k) space, ...

To better serve clients, deepen partnerships, and drive long-term growth, the Baltimore-based firm on Monday announced a series of strategic enhancements to its U.S. institutional business model.

Kent Peterson said the right engagement model is the key to wider adoption of retirement income products, one that (unsurprisingly) involves artificial intelligence.

If you ever needed a lawsuit to highlight the frivolous nature of some ERISA litigation, a recent decision in a forfeiture reallocation suit certainly fits that bill.

A new report from Morningstar finds that managed accounts can deliver meaningful value for defined contribution plan participants, but the value is likely to be greater in some plans versus others.

Congress has now created a new account for children, because apparently, what new parents needed — right after diapers, more sleep, and a suspiciously expensive baby monitor — was a new tax-preferred ...

The National Association of Plan Advisors (NAPA) announced Tuesday that retirement plan industry veteran Rich Rhymaun has joined the advocacy organization as its Director of Institutional Partnerships ...

For years now, I’ve been saying that the only thing wrong with the 401(k) system is that there aren’t enough of them. And to be fair, the past several years have largely validated that view.

CITs typically have lower investment fees than mutual funds and so tend to have better long-term returns. However, existing securities laws do not permit them to be used by 403(b) plan participants, ...

The SECURE Act introduced a third (somewhat overlapping) MEP structure: the pooled employer plan. PEPs are MEPs that meet specific requirements under ERISA, such as being operated by a registered ...