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BY John Ortman 11/16/2012
With the prospect of comprehensive tax reform legislation looming, key ASPPA and NAPA members are leading an advocacy effort on behalf of plan sponsors and plan participants. The goal: to talk to key members of Congress about the way Americans save for retirement, and educate them about the...
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BY NAPA Net Staff 11/15/2012
It seems that American workers and employers have listened to NYU economist Paul Romer’s advice that a crisis is a terrible thing to waste. A new study conducted by the Transamerica Center for Retirement Study, “Weathering the Economic Storm: Retirement Plans in the United States, 2007-2012,”...
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BY Rick Meigs 11/15/2012
A new year is fast approaching, which for many advisors means it’s time to give some thought to their marketing plans. Creating — or reviewing — a marketing strategy provides an excellent opportunity for you to define and launch initiatives to capture a greater share of the retirement plan business...
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BY NAPA Net Staff 11/15/2012
The end of the year brings lots of lists. Following up on yesterday’s “Case of the Week” question about notices due by Dec. 2, the law firm of Snell & Wilmer provides a comprehensive to-do list for the following types of benefit plans:• All qualified plans• 401(k)• DC but not 401(k)• DB • 403(b...
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BY NAPA Net Staff 11/15/2012
With Democrats now controlling the New Hampshire legislature, the Granite State’s move toward DC plans and away from DB plans for new government workers seems to be dead. States and local government entities around the country have been very active in this arena, with many moving to DC plans for...
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BY Marcy Supovitz 11/14/2012
It’s an interesting paradox that one of the greatest values of NAPA membership is one of the things that members tend to talk about the least: advocacy. Specifically, NAPA members benefit enormously from the contributions of Brian Graff and ASPPA’s regulatory, legislative and political affairs...
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BY NAPA Net Staff 11/14/2012
By John CarlThe 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 independent advisor in Colorado is...
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BY NAPA Net Staff 11/14/2012
Cogent Research recently released their second annual “Retirement Plan Advisor Trends” study designed to help providers understand the behaviors and preferences of plan advisors. Based on a web survey of 520 DC plan producers, 44% of advisors had less than $5 million of plan assets under management...
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BY NAPA Net Staff 11/14/2012
One of the more controversial regulations proposed by the DOL under President Obama was their plan to broaden the definition of fiduciary to include more financial advisors. According to a BNA report, a proposed rule has been submitted to the Office of Management and Budget for clearance and should...
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BY NAPA Net Staff 11/13/2012
Michael Davis, Phyllis Borzi’s right hand man at the Department of Labor’s Employee Benefits Security Administration, will join Prudential Retirement as head of its stable value business. Davis left his post as deputy assistant secretary of EBSA last week. Before joining EBSA, Davis was managing...
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