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Articles & Commentary

Stay current with quick reads on retirement plan insights, market shifts, and emerging fiduciary trends and commentary — all in one place.
June 15, 2026

Your Employees Are Asking AI About Retirement. How Should HR Respond?

Your employees are already using AI for retirement and financial decisions, often without telling anyone. Surveys show strong adoption and…
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June 8, 2026

The 2024 Fiduciary Rule Is Vacated: What It Means for Your Plan’s Fiduciary Coverage

The 2024 fiduciary rule, known as the Retirement Security Rule, has been vacated. The Department of Labor (DOL) reinstated the…
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May 27, 2026

What Does the DOL’s Amicus Brief Mean for Plan Forfeiture Decisions?

On January 30, 2026, the U.S. Department of Labor (DOL) filed an amicus brief in Barragan v. Honeywell Int'l Inc.,…
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May 26, 2026

Everything You Need to Know About Freezing Your Credit

Retirement saving gets most of the attention when people talk about financial planning — and it should. But the everyday…
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May 21, 2026

Would the Form 5500 Filing Simplification Act Help Your Plan?

H.R. 7362, the Form 5500 Filing Simplification Act, would extend the filing deadline for calendar-year plans from July 31 to…
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May 19, 2026

Why Are Target-Date Fund Investors More Confident About Retirement?

The short answer: A new Voya Investment Management study found that a higher number of employed target-date fund (TDF) investors…
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March 16, 2026

Cash Balance Plans: When Does High-Level Retirement Savings Make Sense?

 For business owners and highly compensated employees who have maxed out their 401(k) contributions and want to save significantly more…
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December 15, 2025

Pre-Tax vs Roth: What Employees Should Know About Their 401(k) Options

Pre-Tax vs Roth: What Employees Should Know About Their 401(k) Options Employees can direct their 401(k) contributions into pre-tax dollars,…
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November 16, 2025

Helping Employees Save More in their 401(k) with Automatic Enrollment and Escalation

When it comes to retirement saving, taking the first step is often the hardest part. Automatic enrollment and escalation are…
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  • NAPA Top DC Advisor Teams

    The NAPA Top DC Advisor Teams list issued on March 18, 2025 for the 2025 year highlights retirement plan advisor firms that are in a single physical location, and have at least $100 million in DC assets under advisement.  The list is based on self-reported assets under advisement as of December 3, 2024. 433 teams were selected. No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. 

    NAPA Top Women of Excellence- MVP

    NAPA Top Women of Excellence – MVP award issued by National Association of Plan Advisors (NAPA) on October 20, 2025 for the 2025 Year was awarded to non-producing (possibly) licensed relationship managers primarily focused on managing relationships and the retention of clients.  The financial professional applied for the recognition.  Criteria used to determine the winner(s) includes information provided on a series of quantitative and qualitative questions on their experience and practice, as well as accomplishments, contributions to the industry, state of workplace retirement plans and the ways in which they give back.  Numerous people were considered for this honor and 110 were selected in the MVP category.  No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. 

    PLANADVISER Top Retirement Plan Advisers

    Advo(k)ate Advisors received the 2026 PLANADVISER Top Retirement Plan Adviser recognition. The adviser did not pay a fee to be considered.