Browsing Tag
Brian Graff
29 posts
Graff: SECURE 3.0 Set to Be Bigger, Driven by Auto-Enrollment Push
At the NAPA Summit, ARA CEO Brian Graff said political alignment is building for sweeping retirement reform centered on universal coverage, enhanced Saver’s Match, and auto-enrollment—potentially adding millions of new plans and tens of millions of savers
Aronowitz Makes Case Against Frivolous ERISA Lawsuits at NAPA
EBSA chief outlines goals of proposed Investment Selection Rule aimed at reducing fiduciary risk, expanding access to alternative investments, and restoring balance to the retirement system at NAPA 401(k) Summit in Tampa on Sunday
2026 NAPA 401(k) Summit Taking Over Tampa
Industry’s biggest annual event revs up with Brian Graff’s “From the Hill to the Summit” session Sunday
DOL Unveils Fiduciary Rule Opening Door to Alternative Investments in 401(k)s
Proposed regulation outlines process-based safe harbors for plan fiduciaries, reinforcing ERISA standards while expanding access to private markets and other alternatives for retirement savers
Why Retirement Plan Specialists May Need to Broaden their Scope
Leaders at 2026 Viking Cove Institute 100 Summit encourage retirement advisors to help with adjacent issues like healthcare and wealth management
Trump Accounts Take Shape with New Treasury, IRS Guidance Today
Proposed regulations on account elections and a $1,000 pilot contribution program will open public comment periods starting Monday
Rash of ERISA Lawsuits an Emerging Challenge: 2025 NAPA 401(k) Summit
Brian Graff says proliferation of lawsuits tops list of industry concerns during opening general session at industry’s biggest event
CITs in 403(b)s Saga Adds More Twists and Turns
While some consumer groups urge lawmakers to reject a bill that would allow collective investment trusts in 403(b) plans, advocates ramp up push for passage before year’s end
Gomez: DOL Fiduciary Rule Seeks to ‘Level the Playing Field’
Assistant Secretary of Labor tells NAPA 401(k) Summit audience to actually “read the rule” before judgment
Retirement Income Certificate for Advisors Introduced by NAPA
Free course for NAPA members to earn RI(k) certificate launched in response to growing interest in retirement income options