Processes are necessary for a retirement plan professional to serve clients as well as participants and beneficiaries. Industry experts recently offered ideas on training that improves processes, why ...

Empower Retirement recently announced that it will soon allow its 19 million retirement plan participants to invest in private markets, and Sen. Elizabeth Warren (D-Mass.) is seeking answers from CEO ...

Some call them “lies” — but in this episode, Nevin (Adams) and Fred (Reish) highlight some of the most common — and occasionally confusing — misunderstandings about retirement plan responsibilities.

A law just enacted in the Tar Heel State adjusts how state retirement funds are invested and how those funds and investments are managed. The 2025 State Investment Modernization Act, which Gov. Josh ...

Time marches on — and that includes the retirement landscape. And that landscape is evolving so rapidly, suggests a new study, that many of the underlying assumptions across generations may no longer ...

Established in 1997 as the Educator’s Award, the award was renamed in 2023 in memoriam of Thomas J. Finnegan III, the first ...

Companies have taken a greater interest and role in ensuring a secure and dignified retirement for their employees, but a recent study suggests that they’re nonetheless overestimating participants’ ...

Cybersecurity isn’t just an IT issue—it’s the most overlooked business risk you think someone else is handling, until it’s too late. Cybersecurity is often a buzzword, a punchline, a cost center ...

The Old-Age and Survivor’s Insurance (OASI) fund is projected to become insolvent in 2033, says the Social Security trustee report, released on June 18. At that time, it will pay out around 77% of the ...

Now, as co-chair of the Thrive Mentorship Committee, I am passionate about fostering mentorship within the TPA community and giving everyone the opportunity to participate — whether it is to grow ...

A recent court ruling that upends the Pension Benefit Guaranty Corporation’s (PBGC) denial of a firm’s application for special financial assistance (SFA) program funds could cost taxpayers, says the ...

Here are three of what I consider the most impactful takeaways that resonated throughout the event. Engaging employees in their retirement plans remains one of the industry’s biggest challenges.