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BY NAPA Net Staff 10/30/2013
Fidelity Investments has launched the cheapest lineup of single-industry ETFs in an effort to rival a market dominated by Vanguard Group and BlackRock. The 10 newly released funds, managed by BlackRock, have an annual expense ratio of 0.12%, 2 BPs cheaper than Vanguard’s similar line of ETFs....
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BY Fred Barstein 10/30/2013
Creating an Investment Policy Statement seems to be an accepted best practice by most plan advisors. Are "Education Policy Statements" the next wave? Performance of DC plans could be improved more by people simply saving more and optimal plan design than by selecting better performing funds....
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BY NAPA Net Staff 10/30/2013
RidgeWorth Investments' recently released publication, "The Overlooked Potential of Small Cap Growth Funds" suggests adding diversified small cap growth funds to retirement plans for added growth. With most Americans lacking adequate funds for retirement, many tend to favor conservative investments...
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BY John Carl 10/29/2013
The ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. A recent call with an advisor in Minnesota is representative of a common...
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BY Fred Barstein 10/29/2013
As DC plans move full steam ahead in adopting DB-like features for their participants in the accumulation phase of planning for retirement, they have hit the pause button when it comes to retirement income, according to a report in Pensions and Investments. DC plans have adopted some of the best...
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BY Sheri Fitts 10/29/2013
No matter how sound your social media strategy is, things can potentially veer off into a ditch. It’s important to have a predetermined plan in place for unexpected social media mayhem, even if you never need it. You don’t want to be confronted with a digital disaster that requires response and be...
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BY Nevin E. Adams, JD 10/29/2013
During the third week of October, more than 100 professionals gathered at the Fall 2013 ASEC Partners’ Meeting to discuss the obstacles to, and possible solutions for, retirement savings. National Save for Retirement Week is upon us, and America Saves Week will be here before we know it. So too,...
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BY Fred Barstein 10/29/2013
Mining the audited 5500 reports of the largest DC plans (accounting for about 80% of assets), BrightScope recently released its list of the top 20 international stock funds. International funds have become a favorite in DC plans looking for diversification, with funds tending to have less...
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BY NAPA Net Staff 10/28/2013
Last week’s top five most read posts on NAPA Net reflect keen interest in studies revealing that financial education has little impact on behavior, how the redefinition of fiduciary could affect commissioned advisors, six reasons to get into the retirement plan business, guidelines for the use of...
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BY Fred Barstein 10/28/2013
In a letter to the SEC, the lawmaker who helped create broker-check called for tightening of rules on expunging broker records and payment of arbitration awards. Sen. Edward Markey (D-MA) asked SEC Chair Mary Jo White to look at strengthening rules promulgated 20 years ago to make it more difficult...
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