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By John Ortman7/22/2014 • 0 Comments

The list of the five most-read posts on NAPA Net last week included The IRS’ decision to withdraw a proposed amendment to the IRA rollover regulations, responsibility for filing the Form 5500, today’s NAPA webcast on rollovers, wrongdoing by public pension managers and commentary on Nobel Laureate Robert C. Merton’s prescription for fixing the 401(k) system.

By John Ortman7/22/2014 • 0 Comments

The final votes are in on the voting tool we’re using to help choose workshop sessions at the 2015 NAPA 401(k) SUMMIT. 

By Fred Barstein7/22/2014 • 0 Comments

In what has been a groundbreaking case study for state and municipal pension plans, Detroit retirees agreed to a 4.5% cut in benefits and no cost of living increases. If the former municipal workers had not done so, they could have faced larger cuts and the city might have lost hundreds of millions of dollars of funding from foundations and the state. Firefighters and police were spared cuts, although they will get lower cost of living increases.

By Fred Barstein7/21/2014 • 0 Comments

Rolling a 401(k) account into an IRA is not only a popular choice for most participants, for some it’s the only option they have. As illustrated by a July 18 CNN article highlighting the issues and potential dangers associated with rollovers, the general media is definitely paying attention. 

By John Iekel7/21/2014 • 0 Comments

Investing in microcap companies can be easy and attractive — their stocks are low-priced. But as a recent SEC posting notes, the risks in investing in microcaps include volatility and liquidity.

Recent Columnist Articles

Routing ‘Slips’

As a growing number of Americans near, and head into, retirement, policymakers, retirement plan advisors, plan sponsors and individual workers alike increasingly wonder — will Americans have enough to live on when they retire? Unfortunately, as a recent EBRI publication notes, the answers provided are as diverse, and sometimes disparate, as the projection models that produce those results.
Market Corrections and Whistling by the Graveyard

A recent article in The New York Times, “Fund Investors Basking Under Many Clouds,”  considers what seems to be complacency on the part of  “investors who have displayed a growing appetite for risk and a striking lack of concern about any reversal of fortune.” 

Case of the Week: Who is Responsible for Filing Form 5500?

Responding to a question from an advisor in Texas, the ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk addressed a common inquiry related to Form 5500 reporting.

Other Recent Columnists

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