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Top Stories

By John Iekel9/18/2014 • 0 Comments

Washington has been training its eye on fees and transparency for years now. But so is the industry. The North American Securities Administrators Association (NASAA) is the latest organization to convene a group trying to make sure broker dealers are giving investors fee disclosures they can understand, ThinkAdvisor reports.

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By NAPA Net Staff9/18/2014 • 0 Comments

Attracting and retaining the right talent is a key objective of workplace benefit plans generally, and retirement plans specifically. A new study offers insights on how RIA firms are approaching the retention challenge. 

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By Nevin Adams9/18/2014 • 2 Comments

Much is said and written about the demise of DB plans, but a recent House subcommittee hearing was focused on ways to help sustain the programs still in place.


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By Fred Barstein9/17/2014 • 2 Comments

In a thought-provoking paper covered in The Wall Street Journal, Wharton professor Adam Cobb reviews why larger companies abandoned DB plans and how it has affected them and their workforces. 


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By Nevin Adams9/17/2014 • 2 Comments

Apparently the ghost of Mitt Romney’s IRA continues to haunt Capitol Hill — and, if the Chairman of the Senate Finance Committee has his way, retirement savings will be on the tax reform agenda.


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Recent Columnist Articles

Case of the Week: Oct. 1 Plan Establishment Deadline

Responding to a question from an advisor in California, the ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk addressed a common inquiry involving a plan establishment deadline.
‘Working’ Capital

In response to concerns that tomorrow’s retirees will run short of money, we are often told to save more, to work longer, or — as often as not these days — to work longer and save more. Certainly working and saving longer can do wonders in terms of stretching your retirement nest egg.

Japan’s Economy: A Warning for the US?

Before World War II, Japan was known as the Land of the Rising Sun. After its devastating defeat, however, it became known as the “land of the setting sun” — a description that became the title of a book by the well-known Japanese novelist, Osamu Dazai. 

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