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NAPA Net Staff
By NAPA Net Staff | 2/21/2023
Health Savings Account (HSA) adoption rebounded in 2022—but few view it as a retirement account.
Enrollment in health savings account (HSA)-eligible health plans and health reimbursement arrangements reached a record high in 2020 with 19% enrolled in such a plan, slipped to 18% in 2021, but...
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By NAPA Net Staff | 2/16/2023
The White Plains, NY-based firm announced that it is expanding its leadership team, with the addition of two new Vice Presidents—Paula C. Edmonds, Vice President, Trust Services, and Jeremy Lawson, Vice President, Head of Infrastructure.
As Vice President, Trust Services, Edmonds will oversee two...
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By NAPA Net Staff | 2/15/2023
On January 30, the final rule titled “Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights”—a.k.a. the “ESG rule”—became effective. American Retirement Association CEO Brian Graff recently sat down with the Employee Benefits Security Administration’s Tim Hauser to...
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By NAPA Net Staff | 2/13/2023
Steve Chipman has been appointed President of Transamerica Financial Advisors, Inc. (TFA), according to an announcement by the firm’s parent-company Transamerica.
He will report to Todd Buchanan, President of World Financial Group and Senior Vice President in Transamerica’s Individual Solutions...
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By NAPA Net Staff | 2/9/2023
The deadline to submit applications for the list of NAPA Top DC Advisor Teams and Multi-Office Firms is just around the corner!
The NAPA Top DC Advisor Team by AUA and Multi-Office Firms highlight the nation’s leading retirement plan advisor firms. Sure, we know it’s not just about the numbers—but...
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By NAPA Net Staff | 2/7/2023
OneDigital Investment Advisors has added to its retirement plan consulting and wealth management practice with the pickup of Florida Pension Group (FPG) based in St. Johns, FL.
The acquisition marks OneDigital’s seventh retirement and wealth partnership announcement in the past 12 months and...
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By NAPA Net Staff | 2/2/2023
The SECURE 2.0 Act of 2022 was signed into law in the waning days of 2022. But there are some things that need fixing—and some things you may have overlooked. Nevin (Adams) and Fred (Reish) highlight five key areas calling for attention.
The short list of things covered in this episode:...
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By NAPA Net Staff | 2/1/2023
Morningstar Investment Management and Plan Administrators, Inc. (PAi) have announced the launch of the Morningstar ESG Pooled Employer Plan (PEP) designed to select funds that limit exposure to material environmental, social and governance (ESG) risks.
The launch of the PEP coincides with the...
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By NAPA Net Staff | 1/31/2023
It was standing-room only at last year’s NAPA 401(k) Summit—and Nevin (Adams) and Fred (Reish) are back for a return engagement in San Diego!
That’s right, the must-listen podcast partners are bringing their insights (and banter) to the 2023 NAPA 401(k) Summit, April 2-4 in San Diego, California...
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By NAPA Net Staff | 1/31/2023
Broadridge Financial Solutions is launching an initiative to extend its Fi360 Accredited Investment Fiduciary (AIF) Designation Training to financial professionals from underrepresented groups at no cost.
To help increase the accessibility of training for women and people of color in financial...
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By NAPA Net Staff | 1/27/2023
Legislation that would significantly broaden the ability of individuals to use health savings accounts (HSAs) has been introduced in the House of Representatives.
Rep. Andy Biggs (R-AZ) on Jan. 9 introduced the Freedom for Families Act (H.R. 107), which would increase the annual contribution...
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By NAPA Net Staff | 1/26/2023
SageView Advisory Group has hired Kerry Woods as Vice President of Participant Education and Engagement to lead the firm’s new financial education platform for participants of its retirement plan sponsor clients.
According to the announcement, PersonalSAGE—Strategic Advice, Guidance and...
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By NAPA Net Staff | 1/25/2023
In further consolidation of the wealth management space, Cetera Financial Group has entered into a definitive agreement to acquire the retail wealth business of the Securian Financial Group.
Under the agreement, Cetera will acquire certain assets—including Securian Financial's broker-dealer,...
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By NAPA Net Staff | 1/23/2023
To enable companies to better understand how they compare to their peers and industry, and to help improve their ESG strategy and practices, Broadridge Financial Solutions has introduced a new web-based ESG disclosure and data analytics benchmarking tool.
According to the firm’s announcement, the...
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By NAPA Net Staff | 1/19/2023
Today we are pleased to announce the opening of applications for NAPA’s Top DC Advisor Teams (with AUA $100 Million) and Top DC Advisor Multi-Office Firms!
Since their inception, NAPA’s various industry lists have been a valuable Who’s Who of who matters in the world of retirement plans and...
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By NAPA Net Staff | 1/19/2023
The Scottsdale, AZ-based fintech firm has announced a new fee management solution that supports periodic fee calculations associated with managed account programs (MAP).
Available immediately, the new capabilities simplify the process for plan recordkeepers to determine monthly or quarterly...
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By NAPA Net Staff | 1/17/2023
BlackRock and Human Interest have announced that they are joining forces to expand access to retirement plans to small and medium-sized businesses (SMBs) across the United States.
According to the firms’ announcement, BlackRock is making a minority investment and leading a financing round to...
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By NAPA Net Staff | 1/11/2023
Employers looking to differentiate themselves and their benefit offerings—particularly in a tight labor market—continue to rely on nonqualified deferred compensation (NQDC) plans to make their benefits package more competitive, according to the latest survey of nonqualified plans by the Plan...
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By NAPA Net Staff | 1/11/2023
With an eye towards increasing its strategic focus on priority markets, Securian Financial announced several leadership promotions and a new hire, including the promotion of Sid Gandhi to executive vice president of Employee Benefits Solutions.
Gandhi succeeds Bruce Shay, who recently retired...
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By NAPA Net Staff | 1/10/2023
Small business retirement provider Vestwell has announced a new partnership with the Carson Group that will allow advisors to seamlessly scale their small and midsize business (SMB) retirement plan practices.
According to the firm’s Jan. 10 announcement, Vestwell will provide an SMB component to...
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