National Association Of Plan Advisors - NAPA

10/06/2026

House Democrats Target Fiduciary Rules, Arbitration in Retirement Bills

The bills would extend fiduciary protections to one-time transactions, expand participant rights in litigation, and render class action waivers and mandatory arbitration clauses unenforceable.

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The bills would extend fiduciary protections to one-time transactions, expand participant rights in litigation, and render class action waivers and mandatory arbitration clauses unenforceable.

10/06/2026

Defined contribution (DC) plans sponsored by small businesses tend to have certain differences from larger plans. These include items such as service requirements, vesting schedules, automatic enrollment, safe harbor designs, and other factors.

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Defined contribution (DC) plans sponsored by small businesses tend to have certain differences from larger plans. These include items such as service requirements, vesting schedules, automatic enrollment, safe harbor designs, and other factors.

10/06/2026

Are we in the midst of a retirement crisis? It depends, apparently, on whom you ask — and what you mean by “crisis.”

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Are we in the midst of a retirement crisis? It depends, apparently, on whom you ask — and what you mean by “crisis.”

10/06/2026

Capozzi Adler PC has targeted yet another employer-insurer for a breach of fiduciary duties under ERISA regarding the administration of its voluntary benefits program.

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Capozzi Adler PC has targeted yet another employer-insurer for a breach of fiduciary duties under ERISA regarding the administration of its voluntary benefits program.

10/05/2026

The DOL’s proposed rule could influence how advisors and fiduciaries evaluate investment options in participant-directed DC plans.

Join NAPA on November 3 for How Should Advisors Approach QDIA Selection Under DOL’s New Rule, sponsored by Fisher Investments Personalized Retirement Outcomes.

Register today: https://ow.ly/LAvQ50ZUFIV

10/05/2026

Edward Jones announced a significant expansion in the firm's workplace business with the development of an AI-powered, end-to-end Retirement Plan Management Center (RPMC).

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Edward Jones announced a significant expansion in the firm's workplace business with the development of an AI-powered, end-to-end Retirement Plan Management Center (RPMC).

10/05/2026

The jury is apparently still out over the question of whether artificial intelligence (AI) and medical advancements will affect financial security in retirement.

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The jury is apparently still out over the question of whether artificial intelligence (AI) and medical advancements will affect financial security in retirement.

10/05/2026

From Harvard to Harley-Davidson: Bill Would Loosen 529-to-Roth Rules. It will give parents greater flexibility to roll over unused education funds.

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It will give parents greater flexibility to roll over unused education funds.

10/05/2026

The United States Supreme Court is set to examine an issue that could dramatically impact the future of ERISA litigation. Ahead of that, Nevin (Adams) and Fred (Reish) look at the issues — and potential impact(s).

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The United States Supreme Court is set to examine an issue that could dramatically impact the future of ERISA litigation. Ahead of that, Nevin (Adams) and Fred (Reish) look at the issues — and potential impact(s).

10/02/2026

Calling it the retirement industry’s first workplace-to-wealth platform, Ascensus unveiled a new offering designed to connect workplace retirement savers with financial advisors.

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Calling it the retirement industry’s first workplace-to-wealth platform, Ascensus unveiled a new offering designed to connect workplace retirement savers with financial advisors.