Advertisement
Daily News
NAPA Net Daily
Powered by the National Association of Plan Advisors.
BY Ted Godbout 4/9/2018
Following an industry-wide investigation of mutual fund disclosures and fees, New York State’s Attorney General reached agreement with several large mutual fund firms to make information relating to their actively managed equity funds readily accessible and is calling on others to follow suit....
READ MORE
BY Nevin E. Adams, JD 4/9/2018
As you may have heard – and even if you haven’t – this is National Retirement Planning Week, a “national effort to help consumers focus on their financial needs in retirement.”The goal – not that it should be restricted to a special week – is to promote the importance of comprehensive retirement...
READ MORE
BY Nevin E. Adams, JD 4/6/2018
Love ’em or hate ’em, retirement plan disclosures are a reality – but could they be “better,” and could they be just as effective (and perhaps more so) if they weren’t paper? NAPA Net readers weigh in.It’s a topic of interest – retirement plans are a complicated business – and a process that adds a...
READ MORE
BY NAPA Net Staff 4/6/2018
The IRS announced April 5 that it is requesting comments on the potential expansion of the scope of the determination letter program for individually designed plans during the 2019 calendar year, beyond the provision of determination letters for initial qualification and qualification upon plan...
READ MORE
BY NAPA Net Staff 4/6/2018
This year, the SUMMIT has gone completely paperless – but you needn’t worry about finding your way around. There’s an “app” for that!With this year’s NAPA 401(k) SUMMIT app you’ll find: Schedule of sessions and session locations SUMMIT After Dark passes (you’ll need to show your pass on your...
READ MORE
BY NAPA Net Staff 4/6/2018
Another study concludes that a widely used government report of retirement plan participation understates reality.A new analysis of tax data published by the Investment Company Institute (ICI) finds that nearly two-thirds (63%) of workers aged 26 to 64 in 2014 participated in an employer plan or...
READ MORE
BY Ted Godbout 4/5/2018
New survey results suggest a clear success rate by advisors who use social media for marketing, building relationships and obtaining new clients, compared to those who don’t use any platforms.The fifth edition of Putnam Investments’ Social Advisor Study found that 86% of those using social media...
READ MORE
BY Jerry Bramlett 4/5/2018
One of the simplest investment options for the average DC investor, and one that can be very effective in achieving long-term retirement goals, is the good old target-date fund. Unfortunately, as two decades of research has shown, investors who truly understand TDFs and their intended purpose are...
READ MORE
BY Nevin E. Adams, JD 4/4/2018
Most, but not all, of the claims alleging that a plan provider’s loan process generated “ill-gotten” gains that exceed $50 million per year have been dismissed.In the case, Haley v. Teachers Inv. & Annuity Assoc. (S.D.N.Y., No. 1:17-cv-00855, complaint filed 2/3/17), plaintiff Melissa Haley...
READ MORE
BY Ted Godbout 4/4/2018
Not only do individual account assets make up a large portion of the financial assets of those who own them, but those with individual accounts have significantly higher net worth levels than those without them, according to new research by the Employee Benefit Research Institute.Based on an...
READ MORE
Pages
Advertisement
Advertisement
Most Popular
Advertisement
Sign up for The Daily
Recent Comments