The landscape of retirement plan administration is shifting, with growing emphasis on advisor-driven service models, fiduciary responsibility, and participant outcomes. In a recent nationwide survey conducted by Alliance Benefit Group (ABG), the nation’s largest consortium of independent 401(k) recordkeepers, over 1,000 financial advisors revealed the key factors they prioritize when recommending recordkeeping providers for small…
For millions of Americans, 401(k) plans are synonymous with retirement planning. These employer-sponsored, tax-advantaged accounts are a pillar of long-term financial security. But what do Americans truly think about their 401(k) plans? Are common perceptions rooted in reality, or do misconceptions cloud the benefits they offer? This blog dives into Americans’ perceptions of 401(k) plans,…
What’s in the Pipeline? Maybe you’ve heard about the One Big Beautiful Bill that includes some tax reforms? On May 22, 2025, the U.S. House of Representatives passed “The One Big, Beautiful Bill,” a comprehensive tax reform package. While the federal tax bill has yet to pass, its provisions, if enacted, could significantly impact the…
Table of Contents Loan Collections Will Resume The U.S. Department of Education announced that its Office of Federal Student Aid (FSA) will resume collections on its defaulted federal student loan portfolio starting Monday, May 5th. The Department has not attempted collecting on defaulted loans since March 2020. The initiative will be paired with a comprehensive…
[Renton, WA April 18, 2025] – Navia Benefits Solutions, a premier Health and Wealth benefits provider, proudly announces its acquisition of Flex-Plan Retirement Services, a distinguished third-party administrator (TPA) specializing in retirement plan services. This strategic acquisition expands Navia’s footprint as a leading retirement plan administrator in the benefits industry. With a mission to simplify…