This week, the Department of Labor (DOL) published for the first time a list of companies that complied with a new requirement to notify the department that they rely on the Qualified Professional ...
John Hancock Retirement, a company of Manulife Investment Management, announced Oct. 17 that it has created a new leadership position at the firm dedicated to improving participant outcomes.
A change in the title (from “NAPA Top Women Advisors”) and categories (the addition of "MVPs") brought a RECORD NUMBER of nominees! Congratulations to those recognized on this year’s list.
Mastering the art of follow-up is essential for building strong client relationships and expanding your business. In this ...
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 National Association of Plan Advisors is a non-profit professional society. The materials contained herein are intended for instruction only and are not a ...
Life is full of annoyances – all the better to appreciate the blessings that surround us. That said, there are things about the retirement industry that really bug me. I recently had the privilege of ...
T. Rowe Price and Pacific Life announced that they are teaming up to provide a new retirement solution designed to provide retirees with a defined contribution plan with stable and predictable monthly ...
In anticipation of the election results, investors apparently are bracing for adverse financial outcomes if their preferred candidates fail to win the White House and Congress. Somewhat surprisingly, ...
The Government Accountability Office has started an investigation into retirement industry practices surrounding data collection and product cross-selling by service providers, according to Kris ...
The Retirement Security Rule would have extended ERISA fiduciary duties to one-time investment recommendations such as annuity sales or rollover recommendations. But how is it that such transactions ...
The Plan Sponsor Council of America (PSCA), part of the American Retirement Association (ARA), is celebrating HSA Day with a free education campaign for employers. HSA Day, an event celebrated ...