Author: John Ortman

Article Index

The Trump-Era Fiduciary Rule

Where does the DOL’s fiduciary rule stand? What might we expect in the future? ERISA attorney Fred Reish provided an update on the former and shared his thoughts on the latter at the 2017 ASPPA Annual Conference this week.   Read More

NAPA Wins in Tennessee Primary

In its first visit to Nashville, the NAPA 401(k) Summit, held April 17-19, got rave reviews from attendees, speakers and exhibitors alike. This year’s attendance topped 1,700 — by far the biggest Summit ever.   Read More

Tips on Negotiating Fees

While advisor fees have gotten a lot more “reasonable” – meaning lower – in recent years, greater litigation risks resulting from the DOL’s final fiduciary rule may create a counterweight, exerting upward pressure on fees, according to CapTrust’s James E. (“Jeb”) Graham.   Read More

Christmas Love

If you need a break from the holiday grind, here’s a tradition worth 4:06 of your time: singer Darlene Love’s take-no-prisoners rendition of “Christmas (Baby Please Come Home),” a modern holiday classic.   Read More

NAPA Net Weekly Debuts Today

Be on the lookout today for the first edition of the new NAPA Net Weekly. Published every Friday afternoon, the Weekly will recap the highlights of the week’s posts on NAPA Net — news, commentary, analysis and more.   Read More