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BY NAPA Net Staff 3/14/2018
You know the NAPA 401(k) SUMMIT is full of great content, actionable insights and unparalleled networking. We’ve also got you covered with continuing education credits (including CFP!).Here’s the current status:NAPA MembersThe NAPA 401(k) Summit offers up to 15 hours of NAPA CE credit, including up...
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BY NAPA Net Staff 3/14/2018
So, after a great day of informative workshops, inspiring speakers, and engaging networking, what do you do for an encore at the NAPA 401(k) SUMMIT?Why, we gather for NAPA SUMMIT After Dark, of course!After a Welcome Reception in the exhibit hall (great networking & sponsor connections), we’ll...
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BY Nevin E. Adams, JD 3/14/2018
The fiduciary rule kept its winning streak intact in the first ruling by a federal appellate court.This time it was the U.S. Court of Appeals for the 10th Circuit weighing in (Mkt. Synergy Grp., Inc. v. U.S. Dep't of Labor, 10th Cir., No. 17-3038, decision affirming ruling for defendants 3/13/18)...
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BY Ted Godbout 3/14/2018
According to a new report, the fiduciary movement, digital advice and changing consumer demands are among the components driving the shift toward a client-centric model among financial advisers, where the client wants a more collaborative, enhanced level of personalized advice, compared to a world...
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BY Nevin E. Adams, JD 3/14/2018
The IRS has responded to the American Retirement Association’s comment letter on the significant changes to the pricing structure for the Voluntary Compliance Program (VCP) – but it’s not very responsive.The American Retirement Association had pointed out that the true beneficiaries of the new VCP...
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BY John Carl 3/14/2018
The ERISA consultants at the Retirement Learning Center Resource regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and executive compensation arrangements. A recent call with a financial advisor from California is...
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BY John Iekel 3/13/2018
What is the best way to increase a household’s affordable, sustainable standard of living in retirement? A recently released paper discusses the relative strengths of saving more and working longer to bring that about.The debate over the merits of working Longer vs. those of saving more is not new...
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BY NAPA Net Staff 3/13/2018
Another state-run IRA retirement plan for private sector workers is gearing up to go live.The investment board for California’s Secure Choice program (now renamed “CalSavers”) last week approved final regulations and authorized its staff to search for a company to administer the program, according...
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BY NAPA Net Staff 3/13/2018
On Feb. 12, 2018, the SEC announced a remedial program called the “Share Class Selection Disclosure Initiative.” Are there consequences under the DOL fiduciary rule where an investment adviser receives undisclosed 12b-1 fees?That’s the focus of the most recent “interesting angle” post from ERISA...
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BY NAPA Net Staff 3/13/2018
We’ve previously shared the first set of workshops at the 2018 NAPA 401(k) SUMMIT. But that’s only the beginning.After a refreshing break, the second set of workshops at the NAPA 401(k) SUMMIT will start, including:Profit “Abilities” – Building a Better Bottom LineThe competitive pressures have...
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