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Top Stories

By Fred Barstein8/27/2014 • 0 Comments

Never been examined by the SEC? Get ready. The agency has revved up examinations of firms that have never been reviewed and that are at least three years old, InvestmentNews reports.

By John Carl8/26/2014 • 0 Comments

Responding to a question from an advisor in Georgia, the ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk addressed an inquiry related to employer securities as a retirement plan investment option. READ MORE

By NAPA Net Staff8/26/2014 • 0 Comments

Got a 401(k) problem? The IRS has an updated “fix it” guide to help. The guide outlines how to find the mistake, as well as how to fix it and avoid it in the future. Here are some of the problems (and solutions) outlined in the updated guide:

By John Iekel8/26/2014 • 0 Comments

A new study by Transamerica and EACH Enterprise outlines the benefits to plan sponsors of working with a professional retirement plan advisor.

By Fred Barstein8/26/2014 • 0 Comments

Top DC plan advisor Jania Stout recently announced that she is leaving PSA to form her own national firm, Fiduciary Plan Advisors. Her business has grown beyond the Baltimore area and she is looking to partner with other plan advisors. 

Recent Columnist Articles

“Repeat” Performance

Individual retirement accounts (IRAs) currently represent about a quarter of the nation’s retirement assets; and yet, despite an ongoing focus on the accumulations in defined benefit (pension) and 401(k) plans that have, via rollovers, fueled a significant amount of this growth, a detailed understanding as to how these funds are actually used during retirement has, to date, not been as well understood.

Emerging Markets: Looking Ahead to 2030

In a recent article from Yahoo Finance, “Why Emerging Markets Have More Room to Run”, the author shows a simple chart that clearly demonstrates the volatility of the emerging markets compared to the U.S. stock market.
Case of the Week: Leased Employees — To Cover or Not to Cover

A recent call with an advisor in North Carolina is representative of common inquiries related to leased employees and plan eligibility. The advisor asked: “A client of mine that sponsors a 401(k) plan has some leased employees and some common-law employees. How are leased employees treated for plan purposes?”  

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