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Top Stories

By NAPA Net Staff10/1/2014 • 1 Comments

A new survey examines the career paths of independent registered investment advisors (RIAs) and the attributes of the profession that attract talent into its ranks. 

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By NAPA Net Staff10/1/2014 • 1 Comments

A new survey indicates that a growing number of plan sponsors are at least thinking about more customized investment options for their DC plan menus.

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By John Ortman9/30/2014 • 1 Comments

As the debate on Capitol Hill over retirement policy moves forward, it must be bipartisan and based on facts, not ideology, Sen. Orrin Hatch (R-Utah) told the delegates to the second annual NAPA DC Fly-In Forum Sept. 30.

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By Fred Barstein9/30/2014 • 1 Comments

Though markets averaged a 7.45% return from 2004-2012, unfunded liability of public pension funds tripled — to just under $2 trillion — over that same period, according to a recent Moody’s report.

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By Jerry Bramlett9/29/2014 • 0 Comments

In a MarketWatch post, “The No. 1 Flaw in America’s Biggest 401(k) Plans,” author Paul Merriman makes three observations concerning the investment lineups of the 100 largest U.S. companies’ 401(k) plans.

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Recent Columnist Articles

401(k) Investment Menus: Sans Small-Cap Value, EM and REITs

In a MarketWatch post, “The No. 1 Flaw in America’s Biggest 401(k) Plans,” author Paul Merriman makes three observations concerning the investment lineups of the 100 largest U.S. companies’ 401(k) plans.

‘Left’ Overs

When it comes to retirement savings, most still seem to “begin” with whatever is “left over” - after bills, living expenses, food, and the like. 

Case of the Week: Converting 401(k) Plan After-tax Accounts to Roth Assets

Responding to a question from an advisor in Nebraska, the ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk addressed a common inquiry involving a 401(k) plan-to-Roth IRA conversion.

Other Recent Columnists

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