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NAPA Net Staff
By NAPA Net Staff | 10/29/2023
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M&A expert Peter Campagna, Managing Partner at Wise Rhino Group, has a list of common emotions that advisors face when they decide to sell their business.
“Fully 80% of M&A is managing emotions,” Campagna says. “The...
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By NAPA Net Staff | 10/24/2023
JULY Business Services (JULY) has received the first certification as a Pooled Plan Service Provider issued by the Centre for Fiduciary Excellence (CEFEX) from Broadridge.
According to the firm’s Oct. 24 announcement, JULY was evaluated for the readiness of its infrastructure to support compliance...
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By NAPA Net Staff | 10/23/2023
What's in the episode?:
What will it take to increase retirement plan coverage and savings nationwide, and specifically in communities of color?
Robert L. Johnson, founder of RLJ Companies and BET, joins ARA CEO Brian Graff for a fascinating discussion about auto-portability, financial wellness...
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By NAPA Net Staff | 10/20/2023
To accelerate the advancement of organized youth financial education in local communities, the Retirement Advisor Council (RAC) recently announced the launch of a new financial literacy initiative named FinLitFuture$.
With studies showing that Americans do not have adequate financial literacy or...
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By NAPA Net Staff | 10/18/2023
As the latest addition to the firm’s suite of digital support resources, Voya Financial announced plans to launch its new “Advisor Dashboard,” providing greater support for retirement plan advisors in the emerging and middle market segments.
According to the firm’s Oct. 18 announcement, the...
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By NAPA Net Staff | 10/17/2023
We are pleased to announce the 2023 list of NAPA Top Women Advisors! Congratulations all!
This year, as in years past, the nominees—more than 500 of them—were asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice, as well as their...
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By NAPA Net Staff | 10/17/2023
Advisory firm intellicents has selected The Standard to roll out its intelli(k) PEP—a pooled employer plan that offers a scalable solution for businesses with broad and flexible design capabilities.
As readers of NAPA will know, with a PEP, employers can outsource certain tasks to a pooled plan...
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By NAPA Net Staff | 10/13/2023
Nearly three years following enactment of the SECURE Act, Voya Financial’s multiple employer solutions are poised to reach a significant milestone.
According to an Oct. 12 announcement, the company has recently reached the thresholds of serving more than 17,000 employers and 1.8 million...
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By NAPA Net Staff | 10/5/2023
Ascensus is teaming up with the Capital Group to begin offering the Ascensus | American Funds Pooled Employer Plan (PEP) solution on its independent, open-architecture recordkeeping platform beginning in spring 2024, according to an announcement by the firm.
"We're delighted to partner with...
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By NAPA Net Staff | 9/27/2023
September Episode Description:
In personal branding, we’re encouraged to be authentic and diverse but then criticized when we open up, making us wonder—what does the world really want from us? How can we express ourselves in a way that we’re comfortable with, that’s “real and true,” but not...
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By NAPA Net Staff | 9/25/2023
Late one recent Friday afternoon, the Department of Labor dropped off a draft regulatory package for review that would redefine fiduciary investment advice under the Employee Retirement Income Security Act (ERISA). In this episode, Nevin (Adams) and Fred (Reish) explore the possibilities—the...
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By NAPA Net Staff | 9/25/2023
Global adoption of artificial intelligence in all industries is happening at a breakneck pace—the retirement space included. It’s not a question of if but how it will affect plan advisors, sponsors, and participants. In our fall issue, we spoke with top advisors and experts about what to expect and...
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By NAPA Net Staff | 9/21/2023
NFP announced that it has acquired South Jordan, Utah-based Divergent Wealth Advisors, LLC, expanding the firm’s wealth management and retirement capabilities, and broadening its reach in the West.
Divergent is an independent registered investment advisor with more than $675 million in assets...
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By NAPA Net Staff | 9/20/2023
Today we are pleased and proud to announce the list of nominees for our eighth annual NAPA Top Women Advisors award.
From the very beginning, it was clear that this was a recognition with a real impact, both for the individuals recognized, and for the firms that support them. While the...
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By NAPA Net Staff | 9/20/2023
In our August Third Thursday, we discuss the Safer Act, which became a provision in SECURE 2.0 allowing penalty-free withdrawals from retirement plans for victims of domestic abuse. Given the breadth and scope of domestic violence, this educational session offers background information on the...
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By NAPA Net Staff | 9/18/2023
HUB Retirement and Private Wealth (HUB RPW), a division of Hub International Limited (HUB), on Sept. 18 announced the launch of a new pooled employer plan (PEP) specifically designed for small- to mid-sized organizations.
Named the HUB Retirement Select 100+, the PEP targets employers with 100...
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By NAPA Net Staff | 9/14/2023
Interest in guaranteed lifetime income is growing, but plan participants want more than just a reliable monthly income stream. Flexibility, accessibility, and other personalized features are paramount to helping participants achieve outcomes aligned with their unique priorities.
We sit down with...
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By NAPA Net Staff | 9/12/2023
What's in the episode?:
How do you expand retirement plan coverage for workers at scale (close the coverage gap), leverage the behavioral benefits of payroll deduction, and not place an undue burden on employers? One solution is increasingly effective—state-facilitated plans.
Retirement policy...
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By NAPA Net Staff | 9/11/2023
The Department of Labor’s Employee Benefits Security Administration is seeking nominations to fill five vacancies to serve three-year terms on the ERISA Advisory Council, known officially as the Advisory Council on Employee Welfare and Pension Benefit Plans.
Nominations are being accepted for one...
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By NAPA Net Staff | 9/10/2023
Sponsored By:
Fee compression and commoditization have hit every area of financial services--retirement advisors are no exception and it’s only slated to get worse. Why, and how is it addressed?
Much more will have to be done with much less, but it will create resilience and will improve the...
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