Magazine Issue Archives

Summer 2017

Summer 2017

The Summer issue features our list of the top plan advisors under 40 — the NAPA Young Guns — wrapped in the cover story in which 10 of the Young Guns share lessons they’ve learned about building a successful career as an advisor. You’ll also find feature articles on this year’s NAPA 401(k) Summit and tips from six of the Young Guns on helping Millennial participants save more, as well as insights from regular contributors Nevin Adams, Jerry Bramlett, Rebecca Hourihan, David Levine, Brian Graff, Don Trone, Steff Chalk, Lisa Greenwald and Paul D’Aiutolo.

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Spring 2017

Spring 2017

The Spring 2017 issue features a look at the prospects for enacting tax reform and the possible impact on workplace-based retirement saving plans. You’ll also find a feature article on 10 ways a plan advisor can spur more productive plan committee meetings and insights from our regular contributors: Nevin Adams, Jerry Bramlett, Warren Cormier, David Levine, Brian Graff, Don Trone, Steff Chalk, Fred Barstein, Lisa Greenwald and Sam Brandwein.

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Winter 2016

Winter 2016

The Winter 2016 issue features NAPA’s latest list of the top women advisors and a cover story on women advisors’ perspectives on how to deal with the challenges of retirement readiness. You’ll also find feature articles on the impact of the November 2016 election, the perspectives of four women advisors on how to ensure that clients and prospects see you as a trusted advisor, and how to find — and keep — good TPA partners. The issue also features insights from regular contributors Nevin Adams, Jerry Bramlett, Warren Cormier, David Levine, Brian Graff, Don Trone, Steff Chalk, Fred Barstein, Lisa Greenwald and Sam Brandwein.

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Fall 2016

Fall 2016

The Fall 2016 issue focuses on DC wholesalers, with a cover story exploring how the new DOL fiduciary rule will shift what advisors need from DCIOs and record keepers, as well as our 2016 list of the top 100 DC wholesalers — a.k.a., the “Wingmen.” You’ll also find a feature article on why awareness of health savings accounts (HSAs) remains low. The issue also features insights from regular contributors Nevin Adams, Jerry Bramlett, Warren Cormier, David Levine, Brian Graff, Don Trone, Steff Chalk, Fred Barstein, Lisa Greenwald and Sam Brandwein.

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Summer 2016

Summer 2016

The Summer 2016 issue of NAPA Net the Magazine features a cover story profiling the winner and other two finalists for this year’s NAPA 401(k) Advisor Leadership Award, as well as our initial “read” on the final DOL fiduciary rule and our annual wrap-up of the NAPA 401(k) Summit, held this year in Nashville. The issue also features insights from regular contributors Nevin Adams, Jerry Bramlett, Warren Cormier, David Levine, Brian Graff, Don Trone, Steff Chalk, Jania Stout, Fred Barstein and Lisa Greenwald, as well as the first “Inside NAPA” column from 2016-2017 NAPA President Sam Brandwein.

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Spring 2016

Spring 2016

The Spring 2016 issue of NAPA Net the Magazine features our latest list of the top plan advisors under 40 — the NAPA Young Guns. Feature articles focus on custom TDFs and open MEPs. The issue also features insights from regular contributors Nevin Adams, Jerry Bramlett, Warren Cormier, David Levine, Brian Graff, Don Trone, Steff Chalk, Joseph DeNoyior, Jania Stout, Fred Barstein and Lisa Greenwald Schneider.

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Winter 2015

Winter 2015

In the Winter 2015 issue of NAPA Net the Magazine, the cover story on financial wellness explores how advisors are helping clents’ Finance and other C-suite execs make the ROI connection between the bottom line and employees’ financial well being. Feature articles focus on the rise of robo-advisors and the impact of the SEC’s impending floating NAV rules. The issue also features insights from regular contributors Nevin Adams, Jerry Bramlett, Warren Cormier, David Levine, Brian Graff, Don Trone, Steff Chalk, Joseph DeNoyior, Jania Stout, Fred Barstein and Lisa Greenwald Schneider.

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Fall 2015

Fall 2015

In the Fall 2015 issue of NAPA Net the Magazine, the best women advisors in the industry are honored in our new “In a League of their Own” segment. Judy Ward also discusses the potential pitfalls of managed accounts, while Nevin Adams debuts his new “Polling Places” column; this issue, he highlights some readers who shared their experiences with the client firing process. The issue also features insights from contributors Jerry Bramlett, Warren Cormier, David Levine, Brian Graff, Don Trone, Steff Chalk, Joseph DeNoyior, Jania Stout and Fred Barstein, along with the debut of columnist Lisa Greenwald Schneider.

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Summer 2015

Summer 2015

In the Summer 2015 issue of NAPA Net the Magazine, NAPA’s newest “Young Guns” are honored for being the top 50 plan advisors under age 40. In the cover story, Judy Ward examines five key factors that advisors should look at when determining whether longevity-planning options are right for their clients. And John Ortman and John Iekel recap the 2015 NAPA 401(k) Summit, which was held earlier this year in San Diego. The issue also features regular contributors Jerry Bramlett, Warren Cormier, David Levine, Brian Graff, Don Trone, Steff Chalk, Nevin Adams and Fred Barstein.

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Special Outcomes Issue

Special Outcomes Issue

A big part of plan advisors’ jobs is to prepare workers for their decumulation years, yet many in the industry tend to focus on savings accumulation prior to retirement. This special “Outcomes” issue of NAPA Net the Magazine aims to change this mindset and bring outcome-focused plan designs to the forefront. In the cover article, Judy Ward speaks to numerous advisors on how they define successful outcomes for participants, and how they help participants achieve the kind of retirement they want. The issue also features contributions from industry thought leaders on outcomes-oriented plan designs, building better investment menus, using plan metrics effectively, and much more.

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Spring 2015

Spring 2015

The Spring 2015 issue of NAPA Net the Magazine highlights this year’s Wingmen, the list of the top 100 DC wholesalers, as voted on by those who know the industry the best. John Iekel also analyzes the growth of gamification and its impact on the retirement plan industry, while Judy Ward discusses the challenges of dealing with plan sponsors on plan design improvements. The issue also features regular contributors Jerry Bramlett, Warren Cormier, David Levine, Brian Graff, Don Trone, Steff Chalk, Nevin Adams and Fred Barstein.

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Winter 2014

Winter 2014

The cover story of NAPA Net the Magazine’s Winter 2014 issue highlights ways that advisors are changing the conventional wisdom about the decumulation phase of retirement. Nevin Adams also analyzes the recent midterm elections and what the results mean for the 401(k) industry, while Fred Barstein pulls out his crystal ball and gives his take on what the DC plan industry will look like by the end of the decade. The issue also features regular contributors Jerry Bramlett, Warren Cormier, David Levine, Brian Graff, Don Trone, Steff Chalk, Nevin Adams and Fred Barstein.

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Fall 2014

Fall 2014

The cover story of NAPA Net the Magazine’s Fall 2014 issue focuses on auto IRAs. In feature articles, Sheri Fitts discusses how hiring female advisors can provide a special value-add to your business, while Steven Sullivan takes a look at the evolution of advisor RFPs. The issue also features regular contributors Jerry Bramlett, Warren Cormier, David Levine, Brian Graff, Don Trone, Steff Chalk, Nevin Adams and Fred Barstein.

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Summer 2014

Summer 2014

The Summer Issue of NAPA Net the Magazine features our cover story, “Young Guns,” including NAPA’s inaugural list of the top 50 plan advisors under age 40. It also includes feature articles on FINRA’s advice on rollovers, the emerging power struggle between record keepers and advisors and a report on this year’s NAPA 401(k) Summit. The issue also features our regular columnists Brian Graff, David Levine, Steff Chalk, Don Trone, Jerry Bramlett, Warren Cormier, Nevin Adams and Fred Barstein.

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Spring 2014

Spring 2014

The Spring Issue of NAPA Net the Magazine features our cover story, “Wingmen!”, revealing NAPA’s inaugural list of the top 75 DC industry wholesalers, as well as feature articles highlighting the biggest oversights in retirement planning and the evolving popularity of teaming-up to provide DC plan services. The issue also features our regular columnists Brian Graff, David Levine, Steff Chalk, Don Trone, Jerry Bramlett, Warren Cormier, Nevin Adams and Fred Barstein.

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Winter 2013

Winter 2013

The Winter issue of NAPA Net the Magazine features our cover story, “What’s Next … and Who’s Driving,” profiling the top 10 innovators in the DC industry, as well as feature articles on the unintended consequences of investment policy and open architecture and a look inside the Center for Behavioral Finance. The issue also features our regular columnists Brian Graff, David N. Levine, Staff Chalk, Donald B. Trone, Warren Cormier, Jerry Bramlett, Nevin Adams and Fred Barstein, and an expanded NAPA Partner Corner resource directory for plan advisors.

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Premiere Issue: Fall 2013

Premiere Issue: Fall 2013

The debut issue of NAPA Net the Magazine featured a cover story, “DC Power Hitters,” about the five people in Washington who will have the biggest impact on the future of the retirement industry, and three feature articles: “Transitioning Broker Dealers,” “Whose Revenue is it Anyway?” and “Selling to the C-Suite.” The issue also featured the debut columns from regular contributors Brian Graff, David N. Levine, Staff Chalk, Jerry Bramlett, Donald B. Trone, Warren Cormier, Nevin Adams and Fred Barstein.

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