Browsing Tag
Brian Graff
32 posts
Graff, Colangelo Talk ‘Closing the Loop’ in Retirement Plans with Guaranteed Income
ARA, Prime Capital leaders highlight need for standardization to drive adoption during Qualified Plan Fiduciary Summit in Dallas
Trump Signing Executive Order Today Creating ‘TrumpIRA.gov’
Action expected to direct Treasury to develop a federal IRA savings program workers can use starting in 2027 to enroll in a private-sector retirement plan while leveraging new Saver’s Match
What Might Make SECURE 3.0—and How Advisor Input is Influencing the Next Big Retirement Bill
At this week’s NAPA 401(k) Summit, ARA’s Brian Graff, Kelsey Mayo and Josh Oppenheimer outlined which member-directed initiatives are being pushed for inclusion as a potential mega-bill is expected to take shape over the next two years
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