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Top Stories

By NAPA Net Staff11/24/2014 • 0 Comments

What’s a bigger risk to retirement security than longevity, leakage and long-term care costs? READ MORE

By NAPA Net Staff11/24/2014 • 0 Comments

While Americans have been living longer, a new report suggests that that trend could slow in the future — and that could have an impact on pension calculations and retirement projections. READ MORE

By NAPA Net Staff11/24/2014 • 0 Comments

California’s state-sponsored retirement plan has taken another step forward with the issuance of an RFP for a consultant to conduct a market analysis and feasibility study, and to design the program. READ MORE

By NAPA Net Staff11/24/2014 • 0 Comments

Things you might have missed — but shouldn’t. Highlights from last week’s NAPA Net posts included: READ MORE

By Fred Barstein11/24/2014 • 0 Comments

While on the surface there are few changes in our updated list of DC-oriented BDs and RIAs, it’s just the tip of the iceberg. More dramatic shifts in the market and new regulations are likely to change the landscape in the future. READ MORE

Recent Columnist Articles

Thanks Giving — A Retirement Plan Professional’s List

Thanksgiving has been called a “uniquely American” holiday, and one on which it seems fitting to reflect on all for which we should be thankful. Here’s my 2014 list.
Target Date Funds and Managed Accounts: What’s Next?

“Every sweet hath its sour, every good its bad,” Ralph Waldo Emerson wrote in his essay, “Compensation.” So it seems to be the case with the two main asset allocation constructs offered to DC investors: target-date funds and managed accounts. 
Case of the Week: IRA Distributions and Charitable Organizations

Responding to a question from an advisor in Pennsylvania, the ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk addressed a common inquiry involving the tax treatment of IRA distributions that are given to charitable organizations.

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