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BY NAPA Net Staff 10/30/2012
By Maribeth KuzmeskiAre you using video to connect with prospects, clients, referrals and potential alliances? Did you know that, according to Forrester Research, a website with a video is 53 times more likely to come up on the first page of results on Google than the exact same page without video?...
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BY Kathleen Beichert 10/29/2012
It’s been a couple of months since DC plan sponsors received DOL-mandated fee disclosure statements from their service providers, and participants have had a few weeks to review — or ignore — the fee and performance benchmark information shared with them. And while one potential outcome is more...
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BY NAPA Net Staff 10/29/2012
Fewer people leaving their 401(k) plans are keeping their money there, according to a JPMorgan study of participants in their DC plans. In 2008, 19% kept their money, compared with 17% in 2012. Participants seem to be more proactive — wanting more control of their retirement assets and someone to...
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BY NAPA Net Staff 10/29/2012
With more DC assets going into stable value funds, the question is whether anyone can really determine what the fees are and whether these types of investments can comply with the new DOL fee disclosure rules. For all but the larger plans, it can be hard to determine what the fees are; and without...
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BY NAPA Net Staff 10/26/2012
3Ethos’ Don Trone, founder of fi360, and Warren Cormier of Boston Research Group, in cooperation with Financial Advisor magazine, have completed the first edition of an annual study intended to benchmark best practices and ultimately measure the rate of adoption and the success of advisors who have...
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BY Sheri Fitts 10/26/2012
It’s evident that financial and retirement plan advisors are wary of the social media platform. Some of the leading reasons include the compliance issues involved, the time it takes to manage social media, and simply getting started. Yet, the way that we communicate, both personally and...
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BY NAPA Net Staff 10/26/2012
Think that 401(k) lawsuits are over? Think again. Emboldened by recent successes and armed with more information through the fee disclosure regulations and benchmarking data, plaintiff attorneys’ next target could be advisors, warns Fred Reish of Drinker Biddle. Reish views the relevant law as more...
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BY NAPA Net Staff 10/26/2012
The 2012 DCIO Provider List (see below) includes the 41 firms actively selling to plan advisors. To be on the list, providers must have dedicated sales people calling on advisors in the DC market and must available on a majority of the platforms of national record keepers. Twelve of these 41 firms...
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BY Fred Barstein 10/25/2012
Almost all advisors who have worked in the DC market for even a few years acknowledge that they are functional fiduciaries, even if their broker dealer or insurance policy does not allow them to be so named. It is nearly impossible for advisors to effectively help employers manage their DC plans...
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BY NAPA Net Staff 10/25/2012
Pop quiz time: What’s the percentage of U.S. workers in the moderate income range — that is, those who make $30,000 to $50,000 a year — without access to an employer-sponsored plan who are saving for retirement through an IRA? Is the answer:30%20%10%5%The answer is: Among moderate income workers...
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