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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...
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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....
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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...
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BY NAPA Net Staff 10/30/2012
The U.S. Supreme Court has declined to hear an appeal that would have revived a lawsuit against a major 401(k) insurance record keeper alleging excessive fees in annuity contracts. The Court refused to hear the appeal without comment. An adverse ruling in the case would have cast a pall over 401(k...
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BY NAPA Net Staff 10/30/2012
In a 2012 survey, Pensions and Investments and Rocaton Investment Advisors polled 221 DC executives from firms managing $374 billion about their views on retirement income, fee disclosure regulations and stable value funds.Though 73% of providers indicated that they were likely to offer retirement...
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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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