Advertisement
Daily News
NAPA Net Daily
Powered by the National Association of Plan Advisors.
BY NAPA Net Staff 11/2/2012
Here are the top 10 most-read articles on NAPA Net in October, listed Letterman-style:10. Implementing Tablet Technology in Your Qualified Plan Reviews9. 408(b)(2.0): The Next Steps for Advisors8. Four Resources on Selling You May Have Missed7. Guardian Replaces Head of Retirement Sales6. DC Record...
READ MORE
BY NAPA Net Staff 11/1/2012
Do natural disasters qualify as an event that triggers a hardship withdrawal? Not unless the plan specifies these circumstances or unless the government passes some emergency legislation. Also, plans may be able to amend their documents to accommodate participants hit hard by “super storm” Sandy....
READ MORE
BY NAPA Net Staff 11/1/2012
In a recent national survey of investors, nearly 90 percent of respondents said they felt it would be important to have a strategy in place for using their savings and investments to generate a regular income in retirement by the time they are 60 years old. However, only half said they did or would...
READ MORE
BY Rick Meigs 11/1/2012
In an article they wrote for the Journal of Pension Benefits, Sarah Simoneaux and Chris Stroud from Simoneaux and Stroud Consulting Services offer some valuable insights on how TPAs can benefit from strategic partnerships. In fact, the lessons are transferable to any business segment.Simoneaux and...
READ MORE
BY Fred Barstein 11/1/2012
At a recent group study session held by The Retirement Advisor University (TRAU) in Boston, advisor and provider C(k)P candidates were asked to create the ideal 401(k) plan as part of their case study work. While they were given the freedom to ignore current regulations, they had to deal with the...
READ MORE
BY NAPA Net Staff 11/1/2012
The tax treatment of 401(k) and other defined contribution plans is significantly more progressive than the federal income tax system. In fact, data show that 62% of tax incentives for DC plans go to households with adjusted gross incomes of less than $100,000 — underscoring the fact that 401(k)...
READ MORE
BY NAPA Net Staff 10/31/2012
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 advisor in Missouri is representative of a...
READ MORE
BY NAPA Net Staff 10/31/2012
Despite the weight of anecdotal evidence suggesting that the DOL’s fee disclosure regulations are not achieving at least one of their main goals — educating participants — the rules are here to stay, so everyone concerned must pay attention to them. That message was conveyed by ASPPA’s General...
READ MORE
BY Fred Barstein 10/31/2012
In what they are calling “Worksite Financial Solutions,” LPL Retirement Partners has rolled out a program designed to engage plan participants in designing and implementing a cradle-to-grave financial planning program using a combination of technology and personal advice delivered by advisors....
READ MORE
BY NAPA Net Staff 10/30/2012
By Steve SullivanLeading with a bullhorn and a battle cry, ASPPA’s Executive Director and CEO Brian Graff called on attendees at the 2012 ASPPA Annual Meeting Oct. 28 to marshal their resources and get ready for what lies ahead — namely tax reform — and don’t allow history to repeat itself.“I want...
READ MORE
Pages
Advertisement
Advertisement
Most Popular
Advertisement
Sign up for The Daily
Recent Comments