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NAPA Net Staff
By NAPA Net Staff | 11/29/2023
Hear Full Episode: Listen on iTunes | Listen on Spotify | Listen on Google Podcasts
The latest iteration of the fiduciary rule is out and making waves. What the Retirement Security Rule is, what it says and what it does is dominating industry discussion, so American Retirement Association CEO...
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By NAPA Net Staff | 11/29/2023
Hear Full Episode: Listen on iTunes | Listen on Spotify | Listen on Google Podcasts
The latest iteration of the fiduciary rule is out and making waves. What the Retirement Security Rule is, what it says and what it does is dominating industry discussion, so American Retirement Association CEO...
READ MORE
By NAPA Net Staff | 11/29/2023
Hear Full Episode: Listen on iTunes | Listen on Spotify | Listen on Google Podcasts
The latest iteration of the fiduciary rule is out and making waves. What the Retirement Security Rule is, what it says and what it does is dominating industry discussion, so American Retirement Association CEO...
READ MORE
By NAPA Net Staff | 11/28/2023
The global professional services firm has announced that its pooled employer plan—the Aon PEP—has reached $2 billion in 401(k) assets under administration and commitments since its inception in 2021 and has doubled during the last year.
According to the firm’s announcement, the Aon PEP currently...
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By NAPA Net Staff | 11/22/2023
At the 2023 NAPA/NTSA ERISA 403(b) conference, Nevin & Fred went LIVE to focus on the differences in SECURE 2.0 for 403(b) and 401(k) plans—with a special guest. And then the focus turned to litigation.
Since late 2016, nearly two dozen excessive fee lawsuits have been filed against major...
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By NAPA Net Staff | 11/17/2023
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November Episode Description:
Sponsored By:
PenChecks COO Alexandra Gerritsen has been a hard charger her entire career, delivering exceptional performance for her employers. Her journey was full of eye-opening “Oh S@%$”...
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By NAPA Net Staff | 11/15/2023
Financial advisors can now offer retirement plan sponsors access to a cost-effective, streamlined plan solution with fiduciary and investment support under a new collaboration announced between Envestnet and Empower.
The solution—Envestnet Retire Complete—combines Envestnet’s fiduciary guidance...
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By NAPA Net Staff | 11/15/2023
After denying a request to extend the comment period for its proposed guidance to update the definition of an investment advice fiduciary, the Department of Labor announced that the Employee Benefits Security Administration (EBSA) will hold an online hearing beginning Dec. 12.
According to the DOL...
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By NAPA Net Staff | 11/14/2023
Here they are—the National Association of Plan Advisors’ (NAPA) 2024 Top Retirement Plan Advisors Under 40—NAPA’s “Aces,” or those who stand out for their leadership and success in raising the bar for the industry as a whole, the next generation of financial professionals to propel and expand...
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By NAPA Net Staff | 11/12/2023
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A recent blog post from the Council of Economic Advisors went straight at fixed-indexed annuities, pegging them as a problematic financial product for various reasons. The American Retirement Association’s CEO Brian...
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By NAPA Net Staff | 11/10/2023
Transamerica is adding the State Street GTC Retirement Income Builder (the Series) to its recordkeeping platform, joining State Street Global Advisors (SSGA), Global Trust Company (GTC) and ARS (previously Annexus Retirement Solutions) in offering a target date fund (TDF) with an embedded income...
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By NAPA Net Staff | 11/9/2023
Noting the “significant and unanticipated changes to the current regulatory framework,” and describing the announced period for comment as “unprecedented,” 18 trade groups—including the U.S. Chamber of Commerce—have asked the Labor Department for more time to comment on the new fiduciary definition...
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By NAPA Net Staff | 11/9/2023
To help small businesses with setting up and managing a retirement plan, OneDigital and the Principal Financial Group have collaborated to offer Simply Retirement by Principal to OneDigital clients.
According to the announcement, Simply Retirement by Principal is a low-cost, easy-to-use 401(k)...
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By NAPA Net Staff | 11/8/2023
To provide plan sponsors and fiduciaries with greater insight, Fiduciary Decisions (FDI) on Nov. 7 announced that it has developed a new report that benchmarks comprehensive metrics for managed accounts within retirement plans.
According to the firm’s announcement, the benchmarks give retirement...
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By NAPA Net Staff | 11/8/2023
Calling the latest iteration of the fiduciary rule “the third installment of a long running regulatory series,” American Retirement Association CEO Brian Graff went directly to the source, speaking with EBSA COO Tim Hauser about the Retirement Security Rule.
The two fiduciary ‘veterans’ sit down...
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By NAPA Net Staff | 11/6/2023
At the 2023 NAPA/NTSA ERISA 403(b) conference, Nevin & Fred took the podcast LIVE to focus on the differences in SECURE 2.0 for 403(b) and 401(k) plans—with a special guest.
That’s right, we closed out the 2023 NAPA/NTSA ERISA 403(b) conference with a live session joined by the inimitable...
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By NAPA Net Staff | 11/6/2023
HUB International Limited (HUB) continues full steam ahead with its M&A activities, acquiring two more firms to expand its geographic footprint and strengthen industry and product expertise.
In its most recent acquisition, HUB announced Nov. 6 that it has acquired the assets of Renaissance...
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By NAPA Net Staff | 11/2/2023
To further support 401(k) sponsors, advisors and administrators, financial services firm AmericanTCS announced the launch of a comprehensive suite of fiduciary services.
Dubbed FiduciaryxChange, the solutions—offered through AmericanTCS Fiduciary Services, LLC—streamline fiduciary responsibilities...
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By NAPA Net Staff | 11/1/2023
The annual Leafhouse National Retirement Symposium (LNRS) took place in Austin, Texas in October. The theme was the Art of Change and LeafHouse CEO Todd Kading made several partneship announcements while there, including one with PlanTools as well as its entry into the health savings account (HSA...
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By NAPA Net Staff | 10/31/2023
Independent wealth management firm Creative Planning announced that it has acquired Mesirow's corporate retirement advisory services team, although the terms of the deal were not disclosed.
Led by David Dermenjian, Chris Pohlman, Vince Allegra and Chuck Lawless, this team partners with plan...
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