Welcome to week two of voting on potential topics for the 2026 NAPA 401(k) Summit. It’s your chance to weigh in on the second batch!

The IRS on July 16 issued guidance on withholding and reporting concerning uncashed retirement plan distribution checks. The guidance came in Revenue Ruling (Rev. Rul.) 2025-15.

Optimism tempered with a dose of uncertainty sums up the attitude of a substantial number of retirement savers. At least that’s according to a recent analysis of thousands of plan participants that ...

The wealth management industry apparently is on a collision course with a talent crisis, according to J.D. Power’s newly released 2025 U.S. Financial Advisor Satisfaction Study.