Advisors Are Afraid of Retirement Plans. They Shouldn’t Be

Mar 19, 2024

The key is finding the right firm that will enhance an advisor’s ability to work with retirement plans in an efficient and scalable manner.

Conflict in the Financial Services Industry Is Inevitable

Mar 18, 2024

Especially in 401(k) plans.

401(k) Real Talk Episode 97: March 13, 2024

Mar 13, 2024

Open, honest and candid discussion about February job growth, CITs in 403b plans, Gen Z and data sharing, the annual NEPC audit and more.

Merit Buys $542M AUM Viren & Associates

Mar 13, 2024

Previously affiliated with Mariner’s independent advisor platform, the Washington state firm brings 401(k), estate planning and insurance talent to Merit.

Nepsis Introduces Corporate Retirement Division

Mar 12, 2024

Northwestern Mutual’s Trenton Hazen will lead the new division and develop retirement plan services at the $500 million RIA.

The Dangers of Using an Inexperienced ERISA Auditor

Mar 11, 2024

And why RPAs should care.

Wealth of US Seniors Surged $91,000 in Pandemic on Housing Gains

Mar 07, 2024

Home and stock values contributed to the increase in net worth from 2019 to 2022.

401(k) Real Talk Episode 96: March 6, 2024

Mar 06, 2024

Open, honest and candid discussion about the flexPATH lawsuit verdict, AI in DC plans, employee engagement, convergence and retirement plan advisor due diligence.