NAPA Net Daily

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BY NAPA Net Staff 10/4/2012

Are you the next winner of the 2013 401(k) Advisor Leadership Award?Nominations for the prestigious Leadership Award are due by Nov. 2. Click here! READ MORE

Obama or Romney? Red or Blue? What’s the Likely Impact on Advisors?

BY NAPA Net Staff 10/4/2012

As you may have heard, there’s an election coming up in about a month. In a video shot just before the first presidential debate, NAPA’s Executive Director and Washington insider Brian Graff explains his take on the presidential campaign as it enters the stretch run, the likely political balance in... READ MORE

Arnott: More Aggressive Allocation Closer to Retirement Yields 20% Greater Return

BY NAPA Net Staff 10/4/2012

Contrarian Robert Arnott, Chairman of Research Affiliates, told CNBC viewers on Wednesday that investors will yield a 20% greater return by being more aggressive closer to retirement — bucking the conventional wisdom of most TDFs and glide paths. Being more aggressive when the amount of investable... READ MORE

Schwab Delays its Big Bet on ETFs in 401(k) Plans

BY NAPA Net Staff 10/4/2012

Speaking at an industry conference years ago, Schwab CEO Walt Bettinger — who grew up in the 401(k) world — noted that there are three types of 401(k) providers: market leaders, market followers and rule breakers. Clearly casting Schwab as a rule breaker, Jim McCool, Schwab’s COO (and Bettinger’s... READ MORE

408(b)(2.0) – The Next Steps for Plan Advisors

BY Jason Roberts 10/3/2012

By Jason C. Roberts and Kimberly Shaw Elliott, Roberts Elliott, LLPFinally, after months — potentially years — of preparation, diligent providers of services to retirement plans have completed their disclosures in satisfaction of ERISA Section 408(b)(2) and they lie in the hands (or at least the... READ MORE

Proactive Advisors Can Leverage Plan Participant Concerns

BY NAPA Net Staff 10/2/2012

Participants’ concern about their retirement is growing, according to the 4th Annual 2012 DC Participant Experience Study by KK & Company and Greenwald & Associates. To address that concern, participants prefer more proactive steps to increase their retirement readiness and provide them... READ MORE

Advisors Need to Help Clients Focus on the Right Variables to Improve Outcomes

BY NAPA Net Staff 10/2/2012

For decades, the defined contribution industry has focused on the performance of individual funds at the expense of other plan metrics. In a recent white paper, W. Van Harlow, Director of Research, Putnam Institute, analyzes a series of variables — fund selection, asset allocation, portfolio... READ MORE

NAPA Update: October 2012

BY Marcy Supovitz 10/2/2012

Momentum. Championship-caliber sports teams have it. In politics, victorious candidates have it.And in the retirement industry, NAPA has it. Barely a year old, we’re now nearly 3,800 members strong, and growing daily. We have the support of 67 institutional partners. That makes us one of the... READ MORE

Calif. Creates State-Run Private Retirement Plan

BY NAPA Net Staff 10/2/2012

California Gov. Jerry Brown (D) signed legislation Sept. 28 that will create the nation's first state-administered retirement savings program for private-sector workers, over the objection of critics who said it creates a new liability for taxpayers. The bill will establish the California Secure... READ MORE

Coming Pension War Makes Election Look Tame

BY NAPA Net Staff 10/2/2012

Mitt Romney’s reference to the divide between the 47 percent of citizens who don’t pay income taxes and those who do may not be as important the pension divide, between those few who have a guaranteed cushion in the form of defined benefit pensions. How the candidates address this divide, cultural... READ MORE

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