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BY NAPA Net Staff 4/13/2018
We’re on our way – see you in Nashville! Want a quick overview of all you have to look forward to?While it won’t replace the conference app (be sure to download before you go!), there’s no better one page summary of all that’s going on at the nation’s retirement plan advisor convention!Check it out...
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BY Ted Godbout 4/13/2018
Enactment of the Retirement Enhancement and Savings Act (RESA) would be an important step in encouraging employers to offer DC plans and to expand access to various retirement savings options, panelists at a Capitol Hill retirement policy forum suggested this week.
The April 11 forum, sponsored by...
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BY Robert Toth 4/12/2018
The Tax Cuts and Jobs Act’s participant loan changes (which delay the account offset on loan defaults related to unemployment or plan termination) trigger something we would all rather not look at: the “uncomfortable” manner in which ERISA’s fiduciary rules apply to loans and their administration....
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BY Nevin E. Adams, JD 4/12/2018
The Securities and Exchange Commission has announced plans for an open meeting to consider the agency’s long-awaited — and much anticipated — fiduciary proposal.According to a notice on the SEC’s website, the meeting will be held on Wednesday, April 18, 2018, at 3:30 p.m. at the Commission’s...
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BY Ted Godbout 4/11/2018
Potentially fueled by the desires of plan sponsors to reduce fees, there continues to be a move toward passively managed target date funds, according to an analysis by Mercer.In its “Target Date Funds – Highlights and Trends, 2017 Survey Update,” the firm notes that passively managed TDFs continued...
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BY NAPA Net Staff 4/11/2018
Have Americans accepted a shift in responsibility for their own retirement security? A new study by MetLife seems to indicate that they have.In the firm’s “Role of the Company” survey of more than 1,000 U.S. workers, 54% said that individuals are primarily responsible for their own retirement...
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BY John Iekel 4/11/2018
A group of 14 private colleges and universities in Virginia plans to create a 403(b) multiple employer plan (MEP). The group is one of the first in the higher education market to take such an action.The Council of Independent Colleges in Virginia (CICV) made the announcement on April 3. Half of its...
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BY Paul D'Aiutolo 4/11/2018
Editor's Note: This is the last quarterly column from Paul D'Aiutolo, NAPA's 2017-2018 President. It appears in the Spring issue of NAPA Net the Magazine, published in March, and is available in pdf form here.Greetings, NAPA members and Firm Partners! As this is my last official column as NAPA...
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BY NAPA Net Staff 4/11/2018
What does the man credited with inventing the term “Millennials” think lies ahead for retirement planning and advisors?Advisors – and the plan sponsors they serve – are grappling with the challenges of a multi-generational workforce, with different perspectives, experiences and expectations.Those...
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BY Ted Godbout 4/10/2018
Today’s financial services landscape looks far different than it did five years ago, with regulatory shifts, industry consolidation and firms exiting the broker protocol. But movement among advisors still continues, according to new survey results from Fidelity.Findings from the latest Advisor...
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