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BY Spencer X Smith 9/18/2023
Free Your Time to Do What AI Cannot
Artificial Intelligence (AI) is transforming every industry, including ours. It’s automating tasks that once took hours, even days, to complete—data analysis, portfolio construction, risk assessment, you name it. But there’s one thing AI simply cannot replace,...
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BY Ted Godbout 9/15/2023
While it may come as a surprise to many, a new study finds that even those at the top of the income and wealth scale are among those who worry they might outlive their savings.
According to findings from the high-net-worth section of Northwestern Mutual's 2023 Planning & Progress Study, nearly...
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BY Ted Godbout 9/15/2023
New research by the Employee Benefit Research Institute (EBRI), conducted in partnership with J.P. Morgan Asset Management, reveals that households with spending “spikes” are more likely to increase their credit card debt or take a 401(k)-plan loan.
Leveraging data across 29 million Chase...
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BY Nevin E. Adams, JD 9/15/2023
Just days after The New York Times reported[i] on the impact of a corporate bankruptcy on 401(k) accounts, litigation has been filed against the plan fiduciaries.
Plaintiffs Paul Harvey and Lela LaPlante (both of whom claim to have lost 10% of their GIA balance) on behalf of the Bed Bath &...
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BY Nevin E. Adams, JD 9/15/2023
Summer may be winding down, but there’s been a LOT going on in the retirement world. In this episode, Nevin (Adams) and Fred (Reish) run down the hot topics, and the implications behind these trends.
In what has traditionally been a “quiet” news period, the retirement industry had been buzzing...
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BY Nevin E. Adams, JD 9/15/2023
Well, here we are again at the end of yet another workweek…and yet, there’s no shortage of…well, just look at what happened to these guys and gals…
First, some odds and ends…
The most bizarre question asked at a press conference…ever?
In Chicago, Illinois, Jake Mazanke, got married recently…...
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BY NAPA Net Staff 9/14/2023
Interest in guaranteed lifetime income is growing, but plan participants want more than just a reliable monthly income stream. Flexibility, accessibility, and other personalized features are paramount to helping participants achieve outcomes aligned with their unique priorities.
We sit down with...
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BY John Sullivan 9/14/2023
On Thursday, the House Education and the Workforce Committee advanced four bills meant to either roll back or block the inclusion of ESG factors in retirement plans.
The full committee markup was part of a nine-bill total that Republicans said would support students, workers, job creators,...
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BY Ted Godbout 9/14/2023
Amid ongoing market volatility, it’s little wonder that plan participants are keeping a close eye on their retirement account balances, and they increasingly are doing so via mobile apps.
As a result, mobile apps have taken center stage as critical tool for retirement investors, according to J.D....
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BY Rebecca Hourihan 9/14/2023
By providing plan fiduciaries with these critical updates, you can strengthen your long-standing relationships and earn new 401(k) business.
The SECURE 2.0 Act will undoubtedly have a major impact on plan sponsors, but many are unaware of the specifics. As a retirement plan specialist, you can...
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