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BY Ted Godbout 3/23/2018
If you’re a young Millennial, can you imagine what you and the world will be like when you’re 80? To get a better sense, a new study examines how the largest generation in the current U.S. workforce envisions progress over the next 50 years.Being at the center of changes being driven by technology...
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BY NAPA Net Staff 3/23/2018
It’s hard enough to form a cohesive plan committee — but how do you keep it engaged, focused and productive — while eliminating the force(s) that undermine its effectiveness?At the 2018 NAPA 401(k) Summit, we’ll have a special interactive panel that will explore, discuss and offer insights on 4 key...
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BY Nevin E. Adams, JD 3/23/2018
Last week the U.S. Court of Appeals for the 5th Circuit threw the fiduciary rule a curve with its 2-1 decision and the Labor Department now says it won’t be enforcing the rule while it reviews the decision. Speculation is… rampant. So, what do NAPA Net readers think – and hope – is next for the...
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BY Nevin E. Adams, JD 3/22/2018
Charges that a provider’s advice arrangement with Financial Engines constituted a fiduciary breach have been rejected by a second judge in an Illinois federal court.The lawsuit, filed a little more than a year ago in the U.S. District Court for the Northern District of Illinois, had alleged that at...
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BY Ted Godbout 3/21/2018
A new survey finds that only 51% of Americans consider themselves knowledgeable about the workings of health savings accounts (HSAs), suggesting that there is much work to be done to educate consumers, advisors and employers on the benefits.A common misconception is that many Americans remain...
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BY Rebecca Hourihan 3/21/2018
There is no hiding that we operate in a heavily regulated industry, and a large part of the job is networking. How do the new tax reform legislation (the Tax Cuts and Jobs Act, or TJCA) and the so-called Conflict of Interest Rule (CofI), a.k.a. the fiduciary rule, impact your business with regard...
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BY Nevin E. Adams, JD 3/21/2018
A participant suit that had charged violations of both ERISA and RICO has been rejected – for the present, anyway.The suit, filed last August in the U.S. District Court for the Northern District of Illinois, had charged Morningstar, Inc., Prudential Investment Management Services, LLC, and...
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BY NAPA Net Staff 3/21/2018
What do plan sponsors say about advisors when you’re not in the room?Retirement advisory firms come in all shapes in sizes and offer a heterogeneous set of services. However, what is common to all who use the services of an adviser or consultant is an expectation that their adviser or consultant...
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BY Joseph A. Caruso, III 3/21/2018
For the moment, anyway, the Old Line State has stepped back from crossing a line that would have established its own fiduciary rule.On March 19, the Financial Consumer Protection Act of 2018 (MD SB 1068) passed out of the Maryland Senate Finance Committee favorably with amendments just a week after...
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BY Ted Godbout 3/20/2018
As workers become more highly mobile, frequently changings jobs and homes, the task of finding missing plan participants can be a time-consuming and difficult process for plan sponsors, particularly in light of the Department of Labor sharpening its focus on efforts taken by sponsors to find...
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