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Top Stories

By NAPA Net Staff9/22/2014 • 0 Comments

A new survey throws cold water on the notion that a single member of high-net-worth (HNW) couples wears the financial decision-making pants. The survey found that 66% of HNW investors made joint financial decisions with their spouse or partner, and this was particularly true on matters related to retirement.

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By Fred Barstein9/22/2014 • 0 Comments

One of a series of InvestmentNews articles for plan advisors addresses the issue of managed accounts. Many experts are quick to dismiss managed accounts as a niche that has gathered minimal assets. But those assets have almost doubled over the past two years, to an estimated $163 billion, according to Cerulli.

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By Nevin Adams9/22/2014 • 0 Comments

We know that the IRS imposes a specific timeframe on when distributions of retirement savings from qualified plans must start — but what might happen if those requirements were removed?

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By NAPA Net Staff9/22/2014 • 0 Comments

Things you might have missed — but shouldn’t. Click here to view NAPA Net's highlights from last week.

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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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Recent Columnist Articles

‘Taking’ Chances

Our industry has long maintained that a greater focus is needed on decumulation — the process/pattern or drawing down the retirement savings that the traditional focus on accumulation has nurtured.

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.
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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