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Top Stories

By Nevin Adams4/27/2015 • 0 Comments

Concerns about retirement plan “leakage” continue to emerge. But could plan design play a role in encouraging — or discouraging — current trends? READ MORE

By NAPA Net Staff4/27/2015 • 0 Comments

A new legislative proposal wouldn’t just require employers to offer a retirement plan — it would mandate employer contributions too.


By NAPA Net Staff4/27/2015 • 0 Comments

There are three standards of care applicable today to interactions between financial advisors and their clients — and the DOL’s conflict-of-interest proposal stands to add a fourth. READ MORE

By Nevin Adams4/27/2015 • 0 Comments

You may like what you do for a living — or you may not. Or maybe you like what you’re doing, but have always wondered about a different career choice. READ MORE

By Don Trone, Mary Lou Wattman, Steve Branham4/24/2015 • 0 Comments

Since 2012, there has been a dramatic shift in the style of leadership that most people prefer. Here are seven signs that you may have missed as this shift occurred. READ MORE

Recent Columnist Articles

4 Things Your Plan Sponsor Clients Should Know

Why did your plan sponsor clients hire you? Why do they retain your services?
A House Divided…

Now that the DOL has finally come out with its “new and improved” conflict-of-interest proposal, we can be sure of two things. First, the brokerage industry won this round hands down.
Case of the Week: Investment Advice Fiduciary

Responding to a question from a financial advisor in Ohio, the ERISA consultants at the Learning Center Resource Desk addressed a common inquiry involving the definition of an investment advice fiduciary. 

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