Elevate your expertise in a dynamic market! bit.ly/NAPARIk

#RetirementIncome #RiskAssessment #RetirementStrategies

Alera Group ramps up, teaming with Vestwell and Franklin Templeton for small business #retirement plans, aiming to offer big-plan perks to all-sized businesses.

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Alera Group (GCG Financial)

🚀 Kickstart your career with the NOW mentoring program! Connect with #financialservices industry experts and gain valuable insights to excel in the retirement industry.

Apply now to grow your network and skills. #NourishOurWealth

Get a mentor: bit.ly/ARA_NOW

IRS just released new guidance (Notice 2024-35) regarding RMDs for 2024, providing clarity and further extensions for specific cases. This aims to simplify understanding and compliance with RMD regulations, especially in light of the SECURE Act provisions.
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Our CEO, Brian Graff, yesterday at the USHCC Legislative Summit during his session, 'Amplifying Chamber Leadership: The Presidents’ Roundtable (Exclusive for Chamber Presidents).'

He shared insights and perspectives on what drives tangible growth and impact for chamber leaders.

The U.S. Department of Labor released the Retirement Security Rule, informally known as the fiduciary rule, to great fanfare on Tuesday.

Now that it’s released, what changes does the final rule make to the proposed rule? Here are eight important items.

Read More: ow.ly/6LTH50Ro95i

Do you have an existing nonqualified plan focus? Are you looking to grow into this rapidly expanding arena?

If so, you won’t want to miss the 2024 NAPA Nonqualified Plan Consultant ( #NQPC ) Conference, Sept. 15-17 in Chicago, Illinois.

ow.ly/N6bp50Ro9uZ

University 403(b) Excessive Fee, Fiduciary Breach Suit Sacked—Again: ow.ly/uqTU50RnkN6

#403b #fiduciary

The application window for the 2024 NAPA D.C. Fly-In Forum is open! napadcflyin.org

The Hill is keeping us busy with urgent and ongoing threats to the 401(k) retirement plan system, so your advocacy is more important now than ever before! #RetirementPlanning

🌟 Let's celebrate success together! Join us in recognizing the outstanding contributions of the top DC wholesalers of 2024.

Your advisor allies are invaluable supporters. Make sure to cast your vote and express gratitude for their partnership!

napa-net.org/2024-napa-alli…

Wealth management M&A activity “continues to thrive,” with 90 transactions announced during the first quarter of 2024, representing a 20% increase over 2023’s first quarter, according to the ECHELON Partners 1Q24 #RIA M&A Deal Report.

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The U.S. Department of Labor released its final Retirement Security Rule—also called the Fiduciary Rule—that it said will “protect the millions of workers who are saving for retirement diligently and rely on advice from trusted professionals on how to invest their savings.”
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SEC Flags Marketing Rule Compliance Issues in Latest Risk Alert via @NAPA401k
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A national survey of women ages 25 and older, commissioned by National Council on Aging and @WISERwomen, finds that for the second year in a row, American women report substantial stress.

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#WomensHealth #WomensWellness

The new year has brought two new genres of Employee Retirement Income Security Act litigation, including the first-ever case of an employee alleging a fiduciary breach by the employer’s health care plan practices.

Learn More: ow.ly/uRZB50Rmk9h

#ERISA #RetirementIncome

As the #SEC ramps up its enforcement of the Marketing Rule’s stricter requirements, a newly released risk alert warns advisers that they are still coming up short in several areas.

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#RegulatoryCompliance

A federal court decision in an excessive fee case starts off by noting that “the late, renowned attorney-investor Charlie Munger once quipped that ‘the big money is not in the buying and selling, but in the waiting.’”

Read More: ow.ly/ooeE50Rlghx

Recent analysis from the Employee Benefit Research Institute (EBRI) finds that only 13% of accountholders invested their HSAs in assets other than cash, suggesting many consumers need help understanding how they work.

Read More: ow.ly/5Sye50RjUvY

#HSA

It’s a bit of a surprise. Ted Benna is joining a #fintech .

The man who’s (literally) been in the #401k space since the beginning is embracing technology in a bid to help close the #coveragegap .

Read More: ow.ly/RvqY50RjXqj

The Retirement Security Rule, reviewed by the White House's OMB, is set for release by the DOL by month-end. The Rule addresses fiduciary gaps in ERISA, which sets standards for employer-sponsored retirement plans like 401(k)s and pensions.

Read more from NAPA - National Association of Plan Advisors:…