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BY NAPA Net Staff 10/9/2012
You may want to put one or both of these upcoming disclosure-related webcasts on your calendar:What Plan Committees Must Do with 408(b)(2) DisclosuresNow that service providers to ERISA-governed retirement plans have provided written disclosures about their services, fiduciary status and...
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BY NAPA Net Staff 10/9/2012
As stable value investments become more popular in DC plans — falling somewhere between money market funds, where returns are low but so are risks, and mutual funds, where both returns and risks may be higher — advisors need to understand how stable value works. In a simple but comprehensive...
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BY NAPA Net Staff 10/9/2012
An Investment Company Institute study released last month, “Who Gets Retirement Plans and Why, 2011”, found that nearly three-quarters of those likely to save for retirement have access to a retirement plan through their employer or their spouse’s employer. Of that group, 93 percent participate....
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BY NAPA Net Staff 10/8/2012
Plan sponsors are required by the IRS and/or the DOL to provide notices to eligible employees and plan participants at specific times of the year related to the status of the plan or the participants’ accounts. A list from by Baden Retirement Plan Services (an Ascensus company) provides a quick...
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BY NAPA Net Staff 10/8/2012
At the annual National Association of Government Defined Contribution Administrators (NAGDC) conference in San Diego, Phyllis Borzi, head of DOL’s Employee Benefits Security Administration, opined that public plans should follow private plan disclosure rules even though she has no jurisdiction over...
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BY William Montgomery 10/8/2012
The idea of hiring experts to handle difficult plan responsibilities is nothing new to the 401(k) industry.What has changed is the variety of outsourcing opportunities offered today, and the number of vendors who will accept roles traditionally held by plan sponsors. More than ever, plan sponsors...
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BY NAPA Net Staff 10/8/2012
Female wealth managers now manage an average of 5% more assets than their male counterparts, according to Fidelity’s 6th annual Broker and Advisor Sentiment survey. Behavioral finance research shows that women take less risk than men and are more realistic, while men tend to be more confident and...
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BY NAPA Net Staff 10/8/2012
The firm’s second annual study finds that employees are making some positive changes to their retirement planning, but poor money management skills and long-term economic challenges present major obstacles. With looming increases in health care expenses, taxes, inflation and life expectancy...
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BY NAPA Net Staff 10/5/2012
By Timothy D. Rice
Our industry is notorious for churning out large reports for investment committee meetings that, for all intents and purposes, are thrown by the wayside an hour or two after the committee meeting. For our firm, the decision to “go green” in other aspects of our business was an...
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BY NAPA Net Staff 10/5/2012
Are state-run MEPs a potential boon for plan advisors? Though there is concern about the government trying to nationalize small-business retirement plans, would state-run plans actually be an opportunity for advisors? Jamie Kalamarides, SVP at Prudential, suggests in an interview that there could...
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