Now, as co-chair of the Thrive Mentorship Committee, I am passionate about fostering mentorship within the TPA community and giving everyone the opportunity to participate — whether it is to grow ...

Cybersecurity isn’t just an IT issue—it’s the most overlooked business risk you think someone else is handling, until it’s too late. Cybersecurity is often a buzzword, a punchline, a cost center ...

Thinking about changing software systems is a question that inevitably surfaces for any business aiming to grow, adapt or simply run more efficiently. For third-party administrators (TPAs) managing ...

The passage of the SECURE 2.0 Act has added complexity to the already complicated issue of retroactive amendments. While the law offers new flexibility in some areas, it also brings heightened ...

Here are three of what I consider the most impactful takeaways that resonated throughout the event. Engaging employees in their retirement plans remains one of the industry’s biggest challenges.

The draft tax portion of the Senate’s One Big Beautiful Bill Act (OBBB) Senate Finance Committee Chairman Mike Crapo (R-Idaho) released late on June 16 does not contain any provisions that would ...

Will independent contractors have expanded access to retirement benefits? Maybe so, as the Trump Administration and the Republican-led Congress have leaned into expanding independent contractor status ...

To get to that number, the folks at PensionBee had to make not just one, but a series of worst-case assumptions. To get to $76,000, you have to assume: that you get out of the market at exactly the ...

Labor Secretary Lori Chavez-DeRemer and Republican members of Congress highlighted common interest agreements (CIAs) and independent contractors as key policy priorities during a Department of Labor ...

The Senate on June 12 confirmed former Rep. Billy Long to serve as the next IRS Commissioner.

In a suit that began with allegations of excessive fees and expanded to include charges of a fiduciary breach with forfeiture reallocations, the fiduciary defendants have prevailed.

The New Jersey Assembly has passed legislation that would expand the reach and scope of New Jersey Secure Choice. Now it’s the Senate’s turn. On May 22, the state Assembly in a vote of 49-28 passed ...