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Top Stories

By Nevin Adams9/19/2014 • 0 Comments

Congress is heading out of town, but that hasn’t stopped a consortium of unions and consumer groups from sending a “Dear Member of Congress” letter lending their support to the Department of Labor’s revision of the fiduciary rule.

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By NAPA Net Staff9/19/2014 • 0 Comments

The IRS has issued some much-anticipated clarity on Roth 401(k) distributions, and on cash balance plans as well.

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By Fred Barstein9/19/2014 • 0 Comments

Forrester Research has picked Wealthfront as the strongest and most likely to succeed among the current crop of emerging and growing robo-advisors. While it only has $1.42 billion of AUM, that has been accumulated in less than three years — and they do get a decent fee at 25 BPs. 

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By Andrew Remo9/19/2014 • 0 Comments

Three key players in the formulation and design of the auto-IRA concept came together at a Sept. 17 policy forum in Washington, D.C. to offer perspective and an assessment of the road ahead.

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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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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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