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By Fred Barstein7/31/2014 • 0 Comments

As expected, NFP announced July 29 that 401(k)Advisors and RPAG have been integrated into NFP, with Vince Giovinazzo and Nick Della Vedova leading the retirement program there. Separately, it was reported that Fred Greenstein, who had previously recruited advisors for Financial Telesis (FTI) in addition to working with RPAG, has joined NFP. 
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By Ray Harmon7/31/2014 • 0 Comments

The U.S. Senate passed legislation July 29 to fund the nation’s Highway Trust Fund — legislation that does not include a pension smoothing provision. The vote tally on the $8.1 billion bill was 79-18.  READ MORE

By Ronald Triche7/30/2014 • 0 Comments

Recently, members of NAPA's leadership met with representatives of the Government Accountability Office (GAO) to gain insights for a new study the GAO is conducting on the use of qualified default investment alternatives (QDIAs) in 401(k) plans.  READ MORE

By Ronald Triche7/30/2014 • 0 Comments

On July 29, the Government Accountability Office (GAO) published findings from a recent study undertaken at the request of retiring U.S. Rep. George Miller (D-Calif.). READ MORE

By Fred Barstein7/30/2014 • 0 Comments

The hybrid model for advisors is growing quickly, especially in the DC market. But will that trend catch on with broker dealers? According to a report in RIABiz, results at Wells Fargo’s independent FiNet indicate that the answer may be yes — although Wells is the only wire house to allow advisors to use its impressive brand as an independent rep.  READ MORE

Recent Columnist Articles

Narrowing the Range of Investor Outcomes

In a recent article in The New York Times, “In Investing, 'When' Matters Just as Much as 'What,'” the author illustrates a hard truth about investing: When investors start saving has a dramatic impact on the amount of money they will have at retirement. 
Case of the Week: Excess Deferrals Involving More Than One Plan

Responding to a question from an advisor in Massachusetts, the ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk addressed a common inquiry about a 401(k) plan participant’s annual Section 402(g) limit on salary deferrals.

Look-Back ‘Provisions���

In just a few weeks the Employee Benefit Research Institute (EBRI) will be making preparations to launch the 2015 Retirement Confidence Survey (RCS). It is, by far, the longest-running survey of its kind in the nation. Indeed, this will be its 25th year. Think for a moment about where you were a quarter century ago, what (or if) you thought about retirement, what preparations you had made … then consider for a moment what you have done in the years since.

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