National Association of Plan Advisors’ Post

While the inclusion of alternative investments on defined contribution (DC) plan menus remains limited, plan participants have expressed some interest in private assets, even though serious knowledge gaps remain. Learn More: https://ow.ly/ufGS50TJK6L #DCPlan #401k #TDFs #RetirementPlanning

A $400 million retirement plan has struck a cash settlement of $1,500,000 – and some changes – in an excessive fee suit. Read More: https://ow.ly/AnAL50TJLs8 #ERISA #PlanFiduciary #RetirementPlan

According to industry research, only 25% of Millennials believe they will have enough money to retire when the time comes. Educate your clients well beforehand and help them retire with confidence – enroll in NAPA’s RI(k)™ Certificate course today! https://ow.ly/1KIg50TJ9Xc

From product introductions to industry surveys to speaking events, lifetime income appears to be reaching a peak in 2024. So, what’s an advisor to do? Read More: https://ow.ly/H8fo50TIWqJ #LifetimeIncome #SECUREAct #IncomeSolutions

The wait is over! Registration is officially open for the most anticipated retirement plan advisor event of the year, the 2025 #NAPA401kSummit, April 28-30 at the incredible Fontainebleau Las Vegas! https://ow.ly/FPjz50TIPc1 #TheAdvisorExperience

Become a NAPA Certified Rollover Specialist (KRS) and build your expertise in helping clients navigate rollovers with confidence. Master the strategies and best practices that will position you as a trusted advisor in retirement planning. Learn more! https://ow.ly/1JR950TEexr

#ERISA consultants at the Retirement Learning Center Resource Desk regularly receive calls from #financialadvisors. A recent call with a financial advisor in California is representative of a common question on net unrealized appreciation (NUA) and stock lots. Read More: https://ow.ly/PjQC50THTsg

Fostering employees' overall financial well-being in turn helps boost retirement readiness. In a recent Employee Benefit Research Institute symposium, experts offered their insights on that broader effort. Learn More: https://ow.ly/426p50THVan #EmployeeBenefits #FinancialPlanning

In balancing the competing priorities of retirees, a new white paper by T. Rowe Price argues that a drawdown withdrawal strategy paired with guaranteed income from a deferred annuity can provide a high level of retirement income, while maintaining adequate liquidity for retirees. Read More: https://ow.ly/MEfY50TGN45 #RetirementIncome #DCPlans #WealthManagement