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 ...

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 ...

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.

As participants and plan sponsors seek better retirement outcomes, a new survey from the asset management firm shows growing demand for investment capabilities beyond traditional savings strategies, ...

Cindy Autry OneDigital Investment Advisors, Inc.

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

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, ...

Regulations implementing changes under the SECURE 2.0 Act requiring 401(k) and 403(b) plans to automatically enroll employees as they become eligible may soon be released.

New survey results examining how 401(k) participants are approaching the transition from saving for retirement to generating lifetime income find that critical gaps remain in planning and preparation.

In rejecting a motion to dismiss the suit, a federal judge noted “The fact that the Committee might lawfully have used forfeitures to reduce UnitedHealth’s contributions does not answer whether the ...

July brings several opportunities to stay informed, connect with industry leaders, and make the most of your NAPA membership. Be sure to mark your calendar for these upcoming webcasts, events, and ...