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BY John Carl 2/28/2018
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 Washington, DC is...
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BY Ted Godbout 2/27/2018
As concerns mount that employees are not saving enough for retirement, U.S. employers are making significant enhancements to their DC plans, according to a new survey by Willis Towers Watson.Based on responses from 349 large and midsize U.S. companies that sponsor a DC plan, the firm’s Defined...
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BY Ted Godbout 2/27/2018
While still making the most of what they can in today’s market, institutional investors have been bracing for the impact of renewed market volatility, taking steps to diversify and construct durable portfolios, according to new survey findings.Natixis Investment Managers’ sixth consecutive annual...
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BY Ted Godbout 2/27/2018
While the majority of HSA account holders are spenders, a new report indicates a potential shift in the saver/spender trend, as more employees express concern with health care costs in retirement.ConnectYourCare’s 2018 report — “CDH Account Trends: Tax-Advantaged Account Usage, Outlook and...
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BY NAPA Net Staff 2/27/2018
Any minute now, advisor registrations for the NAPA 401(k) SUMMIT will cross the 1,000 threshold (perhaps even as you read this). Here’s a taste of what’s on the Day 1 agenda that YOU helped create for the nation’s retirement plan convention.We’ll get things off to a quick and compelling start with...
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BY Nevin E. Adams, JD 2/27/2018
The Plan Sponsor Council of America recently released its 60th Annual Survey of Profit-Sharing and 401(k) Plans, documenting increases in participation, deferral rates, target-date funds, automatic enrollment and advisor hiring, among other key trends.Here are five key trends highlighted in the...
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BY Ted Godbout 2/26/2018
While Millennials do appear to be on their way to being in better financial shape than other generations, they still carry with them a number of bad financial habits, according to a recent study.Allianz’s Generations Ahead study finds that social media has become the Millennials’ “financial...
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BY Nevin E. Adams, JD 2/26/2018
You may have read about the impact of prolonged interest rates on defined benefit plans – but researchers say they have an impact on 401(k)s and individual retirement savings as well.A new paper by The Wharton School’s Olivia Mitchell and Goethe University Frankfurt’s Vanya Horneff and Raimond...
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BY Ted Godbout 2/26/2018
When it comes to building and maintaining a successful advisor/investor relationship, Gen X investors are most likely among the generations to say that trust comes first, according to a new report.And to create a successful customer experience, quality communication is the No. 1 factor for Gen X...
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BY NAPA Net Staff 2/26/2018
How do advisors and their financial institutions determine the reasonableness of their fees?In a recent blog post, noted ERISA attorney Fred Reish explored that issue – starting with the definition of compensation and then turning to the definition of reasonableness.Reish explains that ERISA and...
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