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Top Stories

By NAPA Net Staff12/19/2014 • 0 Comments

Retirement plan participants consider a number of factors important in choosing an advisor — but there are notable demographic differences in their priorities.

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By NAPA Net Staff12/19/2014 • 0 Comments

A new survey claims that only 5% of RIA firms feel “advanced” at marketing and business development — and most don’t have a plan in place to improve on that situation. READ MORE

By Andrew Remo12/19/2014 • 0 Comments

Just days before the end of the 113th Congress, two senior members of the House Ways & Means Committee introduced a bipartisan, comprehensive retirement bill. READ MORE

By NAPA Net Staff12/19/2014 • 0 Comments

Festivus — the holiday “for the rest of us” — may have been popularized by Seinfeld, but it didn’t start there. READ MORE

By Fred Barstein12/18/2014 • 0 Comments

Hoping to replicate the start-up environment that launched what has become a $1.7 billion market cap company, Envestnet has funded and launched Envestnet Retirement Services (ERS) to take on the retirement market. Envestnet has a 57% share in the new venture. READ MORE

Recent Columnist Articles

Long-Term Investors and Short-Term Traders: Different Agendas

There’s a lot of fear in the market. Though that fear was sparked by a huge drop in oil, today’s geopolitical backdrop provides additional sources of fear that further increase investor angst.
Case of the Week: Electronic Delivery of Plan Participant Notices

Responding to a question from a financial advisor in Minnesota, the ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk addressed a common inquiry involving the delivery of required plan notices to participants.
‘Choice’ Architecture — for Plan Sponsors

Policymakers, regulators, and the academics who sometimes advise them, tend to forget that the employer’s decision to keep, and to offer these programs in the first place, is a choice.

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