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NAPA Net Daily

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While there’s an emerging sense of optimism among women that the economy is improving, many unfortunately still worry about achieving financial security, particularly in the areas of retirement savings and paying down debt.  Released in celebration of Women’s History Month, these findings are... READ MORE
The solvency of Social Security is not a new concern. It’s been on a slow—or, at times, high—burn for more than 40 years. Proposals to address the problem are almost as numerous as the warnings about it; in a recent report, the Congressional Research Service takes a look at the potential impact of... READ MORE
Well, here we are again at the end of yet another workweek…and yet, just look at what has happened to these guys and gals… In Las Vegas, Nevada, the Bellagio paused its famous fountains as it welcomed one of “the most exclusive guests”…  In Kennesaw, Georgia, an unnamed woman had an unspecified... READ MORE
[Updated: On Friday morning, the House passed H.R. 2799, Expanding Access to Capital Act of 2023, the larger bill that included the CITs in 403(b)s amendment, on a party line vote of 212 - 205 (see image). The bill will now go to the Senate. A quote from ARA CEO Brian Graff is added below.] On... READ MORE
OneAmerica Financial announced the launch of a new investment option that the firm suggests is ideal for clients looking for a target date series that may be more cost-effective than traditional target date funds (TDFs). RetirementTrack American Funds is an actively managed target date series of... READ MORE
While plan sponsors are generally the focus of ERISA litigation, retirement plan advisors can be a target of lawsuits for breach of fiduciary duties under the Employee Retirement Income Security Act of 1974 (ERISA). There has been a recent increase in ERISA claims filed against retirement plan... READ MORE
It’s hardly news that younger generations like to (over)share, particularly on Insta, TikTok, and other social media apps, which can lead to questionable outcomes with long-term consequences. Yet, with health and finances, this propensity to divulge personal information could work in their... READ MORE
It is now possible to offer plan participants in 401(k), 403(b), and 457(b) plans the option to treat employer contributions as Roth contributions, under the SECURE 2.0 Act.  More precisely, it is Section 604 of the SECURE 2.0 Act that allows plan participants to elect to have any fully vested... READ MORE
Content distribution has evolved significantly. It’s no longer a linear, one-way street but rather a loop. Understanding the digital landscape and how to leverage it for business development has become a critical skill for 401(k) advisors. This article will delve deeper into the content creation... READ MORE
Some recent suits—and federal court rulings—provide some timely reminders about the importance of a prudent process and following the plan document.  In this podcast episode, Nevin (Adams) & Fred (Reish) discuss the background, issues, and implications behind:     (1) Suits regarding... READ MORE

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