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Top Stories

By Nevin Adams4/21/2015 • 0 Comments

EBRI's 2015 Retirement Confidence Survey finds that the nation’s retirement confidence continues to rebound from the record lows experienced between 2009 and 2013 — but exclusively among those who, directly or via their spouse, have a retirement plan. READ MORE

By NAPA Net Staff4/20/2015 • 0 Comments

A new study maintains that, compared with other RIAs, those flagged as “marketing leaders” are seeing 40% more client growth, 23% more asset growth and 20% more revenue growth. So how do they do it? READ MORE

By Fred Barstein4/20/2015 • 0 Comments

Charlie Nelson, who led the retirement business of Great-West through its integration with Empower Retirement, will join Voya Financial as CEO of Retirement on May 1. READ MORE

By Nevin Adams4/20/2015 • 0 Comments

A 2014 survey found that three-quarters of advisors are using social media for business, and two-thirds have gained new clients via social media — up from 49% in 2013. READ MORE

By NAPA Net Staff4/20/2015 • 0 Comments

While most participants say they have heard the terms “contribution rate” (82%) and “vesting” (77%), only half (50%) had heard of target-date funds, even fewer (39%) had heard of target-risk funds — and most of those participants don’t understand the terms. READ MORE

Recent Columnist Articles

Case of the Week: Top 11 IRS Plan Compliance Concerns

Responding to a question from a financial advisor in Illinois, the ERISA consultants at the Learning Center Resource Desk addressed a common inquiry related to plan compliance errors.
3 (More) Pervasive Retirement Myths — an Academic Perspective

Last week I highlighted three “myths” about the retirement system that will not die — all the more distressing because they are perpetuated by retirement industry pundits. Here are three more that (mostly) aren’t perpetuated by those who actually work with retirement plans, but by academics.
3 Pervasive Retirement Industry Myths

Ours is a complex and complicated business — constantly changing and evolving. And yet, there are key fallacies about today’s retirement system — and how it compares with what used to be — that will not go away.

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