RESOURCES

The retirement industry cannot wait for tomorrow’s talent to show up at the door, a panel of advisors, academics, and young professionals told NAPA 401(k) Summit attendees. It has to go find...

The advent of 401(k)s and the decline of the old-school pension have long since shifted the responsibility for retirement savings from employer to employee — a change that has contributed to a...

Prime Capital Financial announces the addition of Shane Miller, CFP®, CRPS®, CEPA®, as partner and managing director, to the firm’s Fort Worth, Texas, office. Miller brings more than a decade of...

Markets in the first quarter of 2026 have been active, with headlines around geopolitics, inflation, and policy continuing to drive day-to-day volatility. But underneath the surface, the bigger...

For plan fiduciaries seeking to add alternative investments to 401(k) lineups, the Department of Labor’s recently proposed rule, which offers a regulatory safe harbor, would make the proposition...

Tax refunds are up 11% this year, with the average refund coming in at $3,571. For those receiving one, it can feel like a welcome bonus. It’s a chance to catch up, get ahead, or act on financial...