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BY NAPA Net Staff 2/1/2018
President Trump keeps talking up 401(k) balances — and the January results for the average 401(k) account balance certainly support that.An analysis by the nonpartisan Employee Benefit Research Institute (EBRI) found that the average account balance for younger (25-34), less tenured (1-4 years)...
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BY Nevin E. Adams, JD 2/1/2018
Will your portfolio soar with the Eagles, or get pummeled by the Patriots?That’s what adherents of the so-called Super Bowl Theory would likely conclude. The Super Bowl Theory holds that when a team from the old National Football League wins the Super Bowl, the S&P 500 will rise, and when a...
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BY Ted Godbout 1/31/2018
Lesbian, gay, bisexual and transgender (LGBT) workers in the United States are outperforming LGBT workers in eight other countries with regard to their retirement readiness, according to a first-of-its-kind study.LGBT: Retirement Preparations Amid Social Progress surveyed 900 LGBT workers and...
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BY Ted Godbout 1/31/2018
The Securities and Exchange Commission’s Office of Minority and Women Inclusion (OMWI) has invited regulated entities to participate in its Diversity Assessment Report for Entities Regulated by the SEC.The report was created to complement the joint standards issued in June 2015 by the SEC and five...
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BY Ted Godbout 1/31/2018
The New York Department of Financial Services recently proposed new regulations that would adopt a “best interest” standard for sellers of life insurance and annuity products – and it could extend to IRAs.The proposal would amend 11 NYCRR 224 (Insurance Reg. 187) to expand the scope of the existing...
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BY John Carl 1/31/2018
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 Georgia is...
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BY Nevin E. Adams, JD 1/30/2018
Yet another 401(k) provider and investment manager has been sued by one of its own participants for breaching its fiduciary duties to the plan – and while the claims are familiar, the venue is different.This time the target is Mutual of Omaha in a suit filed last week in the U.S. District Court for...
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BY Nevin E. Adams, JD 1/30/2018
It has been heartening in recent weeks to see a number of employers announce plans to expand and increase benefit programs, offer bonuses, and increase the employer match. Better still, a recent survey indicates that more positive changes could lie ahead.A decade ago, the headlines were filled with...
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BY NAPA Net Staff 1/30/2018
If you’re going to the NAPA 401(k) SUMMIT, you don’t have much time to take advantage of the early bird registration rates.That’s right – after January 31, you’ll pay more to be part of the nation’s retirement plan advisor convention. Do you have money to burn?If you’re serious about working with...
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BY NAPA Net Staff 1/29/2018
Some think that broker-dealers, RIAs and their advisors must only recommend the lowest-cost investments. Not so, argues noted ERISA attorney Fred Reish.In his most recent (78, but who’s counting?) blog post on the subject of the Labor Department’s fiduciary regulation (which he reminds readers has...
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