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By Fred Barstein10/20/2014 • 0 Comments

Are robo-advisors a threat or potential partners for plan advisors looking to serve the mass affluent and Millennials? With the recent partnership between Fidelity’s IWS division, which provides custodial services to RIAs, and Betterment, a four-year-old robo-advisor with 50,000 clients, the answer seems to be “partner.” 


By NAPA Net Staff10/18/2014 • 0 Comments

Lifestyle/premixed funds turned out to be the big draw for participant transfers in September.


By NAPA Net Staff10/17/2014 • 0 Comments

After the dust settles on the 2014 midterm elections, join NAPA Executive Director Brian Graff and Political Director Jim Dornan for a members-only, 45-minute webcast, as they help you understand what the new political landscape means for plan advisors.


By NAPA Net Staff10/17/2014 • 1 Comments

Jania Stout in 2013. Kathleen Kelly this year. In March 2015, the name of another outstanding advisor will be added to the list of NAPA 401(k) Advisor Leadership Award winners. Will it be your name?


By NAPA Net Staff10/17/2014 • 1 Comments

Things you might have missed — but shouldn’t. Here are highlights from last week's posts on NAPA Net.


Recent Columnist Articles

Taming Volatility Through Asset Allocation

Effort by plan sponsors and their advisors grappling with volatility and its impact on participant investing is time well spent.

Case of the Week: What’s a ‘Pension Advance’?

Responding to a question from an advisor in Maryland, the ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk addressed a common inquiry involving payments from defined benefit plans.
Moving Targets?

You don’t have to be very old to remember that just prior to the onset of the 2008 financial crisis, several performance-lagging TDF managers made what seemed, at least in hindsight, to be a badly timed equity shift in their portfolios. Is history about to repeat itself?

Other Recent Columnists

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