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BY Marcus Chandler 11/13/2012
By Marcus Chandler
As advisors scramble to close new business by the end of the year, it only serves as a reminder that the 2013 selling season is right around the corner. If your practice isn’t on track to accomplish its new business development goals for 2012, then you’re going to need to make...
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BY Adam Sokolic 11/13/2012
We’ve all seen the estimates of the amount of assets that will roll out of qualified retirement plans over the next five years. I’ve seen studies that estimate it as high as $3 trillion. However, the scary part about this is that today the advisor/broker on the retirement plan is capturing only 5%...
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BY NAPA Net Staff 11/13/2012
Growth in target date funds is expected to increase 21% between the end of 2011 and 2016, according to a study conducted by BrightScope with Fuse Research Network. The study is part of a series of research reports examining the DC market. Market share in DC plans should increase from 76% in 2011 to...
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BY NAPA Net Staff 11/12/2012
Offering his version of the ideal defined contribution system, John Bogle, founder of Vanguard, spells out a private system overseen by a federal retirement board that would include:• One plan type combining the current menagerie of tax deferred retirement plans• Limited ability of participants to...
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BY Sheri Fitts 11/12/2012
When I am not traveling for work, mornings find me walking my dog, Aboo. We hike up to Mount Tabor Park in Portland, OR, an amazing urban landscape of huge trees and quiet trails. Near one of the park entrances, a rock wall is being installed. The landscape crew, now about halfway through the...
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BY NAPA Net Staff 11/12/2012
By Debra DavisAdvisors know that they provide participants with significant help in preparing for retirement. Recent studies by the Principal Financial Group and the Pension Research Council now provide empirical data confirming this.The Principal found that 92% of participants in DC plans who...
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BY NAPA Net Staff 11/12/2012
Fidelity recently reported the highest accounts balances ever — $75,900 — in the 12 years it has been tracking that metric. This is up 4.2% from the previous quarter, and represents an increase of 18% over a five-year period. During that period, deferrals grew 7.3% and matches increased 19%, with...
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BY Nevin E. Adams, JD 11/9/2012
As the Northeast and Mid-Atlantic continues to recover from Hurricane Sandy, I was reminded that it was only a little over a year ago that Hurricane Irene came barreling up the East Coast. At that time we had just deposited my youngest off for his first semester of college, and then spent the drive...
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BY NAPA Net Staff 11/9/2012
With the election behind us, Congress and the president will soon have to face some daunting issues, starting with the budget deficit. With significant revenue increases unlikely, cost reductions will be the focus, and the tax incentive for retirement savings accounts is one item under attack. The...
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BY NAPA Net Staff 11/9/2012
Based on a snapshot survey of retirement plans by the PSCA, it appears that participant fee disclosure has had little impact on participants — but it has caused 15.4% of employers to issue an RFP or RFI. Only 1.4% of participants asked questions about their disclosures, and very few have changed...
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