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Top Stories

By NAPA Net Staff10/31/2014 • 0 Comments

Those who have wondered about how the Great-West/Putnam/JP Morgan Retirement Plan Services combo would brand itself need wonder no longer. READ MORE

By NAPA Net Staff10/31/2014 • 0 Comments

More than two and a half years after the city of Stockton, Calif. declared insolvency, Chief United States Bankruptcy Judge Christopher Klein has confirmed the city’s proposal for exiting Chapter 9 bankruptcy.  READ MORE

By NAPA Net Staff10/30/2014 • 0 Comments

A new survey suggests that while women are less likely than men to feel confident they have saved enough for retirement, advice can close that gap. READ MORE

By Nevin Adams10/30/2014 • 0 Comments

A new CareerBuilder survey indicates that over the past year, 28% of employees have called in to work sick when they were feeling well. While that’s down from 32% last year, some of the reasons the respondents gave defy belief. READ MORE

By Fred Barstein10/30/2014 • 0 Comments

Hot off their acquisition of Financial Telesis in partnership with Bill Chetney, LPL Retirement Partners held its annual event in Arizona the week of Oct. 20. The buzz at the meeting was about the acquisition and who is – and is not – joining Chetney’s new aggregator, Global Retirement Partners.  READ MORE

Recent Columnist Articles

Investors in the Dark About Investment Fees

The born-on-the-web RIA firm, Rebalance IRA, recently produced a report, aptly titled, “Nearly Half of Americans Surveyed Falsely Think They Pay Zero Retirement Investment Fees.” The study found that when asked what they pay in retirement account fees, 46% believed that they do not pay any fees at all.
Case of the Week: Eligibility to Make Designated Roth Contributions

Responding to a question from an advisor in Michigan, the ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk addressed a common inquiry involving designated Roth contributions in a 401(k) plan.
Room to Grow?

Several months back we acquired an aquarium, and I looked forward to filling it up with all kinds and sizes of exotic fish – only to be disappointed to find out that our tank would only support a handful of the fish I had hoped to display. The reason; they need room to thrive and grow.

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