Advertisement
NAPA Net Staff
By NAPA Net Staff | 4/17/2023
The 2023 NAPA 401(k) Summit held April 2-4 in San Diego, CA was one for the books, featuring record advisor attendance, inspiring keynote presentations, insightful panel discussions and an amazing networking experience.
You can get a taste of the general sessions and workshops presentations at...
READ MORE
By NAPA Net Staff | 4/17/2023
Mutual of Omaha Retirement Services has launched its Retirement Right Quoting Portal, a new self-quoting portal for registered financial advisors.
As an extension of Mutual’s Retirement Right suite, the quoting portal leverages the technology to enable advisors to quote and build a retirement plan...
READ MORE
By NAPA Net Staff | 4/14/2023
Further strengthening its benefits capabilities, OneDigital announced that it has acquired the Sequoyah Group, located in Knoxville, TN.
With the addition of Sequoyah, OneDigital will serve clients from 30 offices across the Southeast region, which includes Tennessee, Georgia, Florida and the...
READ MORE
By NAPA Net Staff | 4/14/2023
The Millennium Trust Company has announced that it will soon offer optional auto portability functionality for its automatic rollover IRA solution.
The functionality is designed to connect to existing and new auto portability networks to further the industry’s efforts to reduce retirement...
READ MORE
By NAPA Net Staff | 4/13/2023
What's in the episode?:
Debt limits, ESG, presidential vetoes—how in the world did SECURE 2.0 pass in an overwhelmingly (and increasingly) partisan Washington? Where does retirement policy go from here, and what about that MAJOR retirement policy proposal that some members of Congress are...
READ MORE
By NAPA Net Staff | 4/12/2023
Yaqub Ahmed from Franklin Templeton talks to John Sullivan on the floor of the NAPA 401(k) Summit on what Franklin Templeton is doing to make life easier for advisors and plan participants with goal optimizations through their new data algorithm.
READ MORE
By NAPA Net Staff | 4/11/2023
OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital, announced that it has acquired Huntington National Bank’s 401(k) advisory and retirement plan servicing business.
Huntington is the wholly owned banking subsidiary of Huntington...
READ MORE
By NAPA Net Staff | 4/10/2023
Most Americans do not think they can depend on Social Security for retirement income, adding to their worries about long-term financial stability, a new study from Allianz Life finds.
According to the firm’s 2023 1Q Quarterly Market Perceptions Study, nearly three in four (74%) respondents do not...
READ MORE
By NAPA Net Staff | 4/7/2023
"Now what?" asked Tina Wisialowski to attendees during the "After Map: Congratulations! You Won the Plan" session at this year's NAPA 401(k) Summit.
Wisialowski articulated how most advisors look to celebrate a plan being won but overlook the crucial steps to build long-term relationships. Most...
READ MORE
By NAPA Net Staff | 4/6/2023
Keith Gredys from Kidder Advisors talks to John Sullivan from the NAPA 401(k) Summit floor about potential complacency following SECURE 2.0’s passing. Gredys also discusses whether Washington could “change the gameplan” by removing advisors' ability to service clients.
READ MORE
By NAPA Net Staff | 4/6/2023
Building on its suite of advice and guidance solutions, Voya Financial announced that it has launched a new advisory services program through Voya Retirement Advisors, LLC (VRA).
Leveraged in collaboration with Morningstar Investment Management LLC’s Retirement Solutions Group, the VRA solution...
READ MORE
By NAPA Net Staff | 4/6/2023
Vincent Morris from OneDigital Retirement + Wealth talks about company culture, the bridge to financial wellness and the story they tell to the employer. He also elaborates to John Sullivan about whether M&As are truly in a cooldown period.
READ MORE
By NAPA Net Staff | 4/6/2023
Gene Huxhold from John Hancock Investments tells his “contrarian” take on retirement income, being on the product side of the industry and CITs.
READ MORE
By NAPA Net Staff | 4/5/2023
Plan advisors know just how vital their defined contribution (DC) wholesaler is to growing, building, and managing their practice. Here’s your chance to tell them how much you appreciate their efforts.
We have long referred to the Top DC Wholesalers as “Wingmen,” but these days, the best of them...
READ MORE
By NAPA Net Staff | 4/5/2023
To help meet growing demand for personalized investment strategies within employer-sponsored retirement plans, Principal Financial Group has launched a new, hybrid qualified default investment alternative (QDIA).
Named Principal Intelligent QDIA, the hybrid solution offers both target date...
READ MORE
By NAPA Net Staff | 4/4/2023
TIAA has joined Retirement Clearinghouse, LLC (RCH) alongside Empower, Fidelity, Vanguard and Alight linking up with the Portability Services Network, LLC (PSN). The network was created to help workers automatically move smaller retirement savings in 401(k), 401(a), 403(b), and 457 accounts to...
READ MORE
By NAPA Net Staff | 4/4/2023
Fresh off her opening remarks as new NAPA President, Renee Scherzer, details her initiatives for the next year.
Expressing the need for continued work with the ARA Political Action Committee (PAC), helping to protect private sector retirement plans and how NAPA members can help protect the future...
READ MORE
By NAPA Net Staff | 4/4/2023
Will Hansen, Chief Government Affairs Officer for the American Retirement Association, details to John Sullivan from the floor of the NAPA 401(k) Summit what’s going on in Washington. Could the 401(k) system move from the private sector to Treasury?
How do provisions in SECURE 2.0 help Americans...
READ MORE
By NAPA Net Staff | 4/3/2023
American Retirement Association CEO Brian Graff has a STARK warning for advisors about a well-funded push to federalize retirement plans.
What can advisors do to push back and how can you get involved? Graff answers in this short but informative video.
READ MORE
By NAPA Net Staff | 4/3/2023
What's in the Episode
What's on the tax policy agenda for the Treasury Department, and what are its priorities? What about the technical correction in SECURE 2.0 needed for Roth catchup provisions?
And, more basically, how is a regulation born—the process for developing a regulation and the...
READ MORE
Pages
Advertisement
Advertisement
Sign up for The Daily
NAPA's 401(k) Rollover Specialist (k)RS Credential
Recent Comments