National Association of Plan Advisors

What’s the Latest with the Ongoing Battle over the DOL Fiduciary Rule?

The Department of Labor (DOL) announced in September that it would be revisiting the definition of investment advice fiduciary under ERISA, with the aim of issuing a new rule in 2026. So where do ...
National Association of Plan Advisors

U.S. Consumers Lack Longevity Readiness, Says John Hancock/MIT Report

U.S. adults are generally underprepared to live well as they age, according to what it being described as a first-of-its-kind Longevity Preparedness Index (LPI) from John Hancock and the MIT AgeLab.
National Association of Plan Advisors

The Ultimate Proof of a Great RIA Corporate Culture

In the Registered Investment Advisor (RIA) industry, where trust, relationships, and long-term value creation are paramount, this stands as the most compelling evidence of a thriving organizational ...
National Association of Plan Advisors

New Study Questions 4% Withdrawal Rule, Focuses on Spending Behavior

A newly published study challenges fixed-rate withdrawal strategies for retirement spending, such as the long-standing 4% rule, and instead proposes a framework for decumulation centered around a ...