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NAPA Net Daily

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As the end of the second quarter approaches, a reader asked: “How many advisors use webcast platforms for some or all of the quarterly Committee meetings – and how are those received?” As NAPA-Net readers know, there are few things more valuable in your day than time – and so-called “virtual”... READ MORE
In what the firm suggests adds to the body of literature that financial and physical health are intertwined, research unveiled by Prudential Financial found that respondents who take advantage of both benefit types are more likely than others to report lower levels of stress, as well as better... READ MORE
Despite progress made over the last several years, women continue to have a savings gap compared to their male counterparts and are feeling less secure financially, two new studies reveal. According to a recent T. Rowe Price survey focused on the financial behavior and attitudes related to gender... READ MORE
If you think you’ve had a bad week, just remember – it could have been worse. Check out what happened to these guys (and gals)… In Madison, Alabama, William Alexander Eckstein, 21, had three friends visiting the home he shared with his parents one recent Friday night… At some point William was... READ MORE
The U.S. House of Representatives approved legislation June 26 that, if enacted, would block the SEC’s newly adopted Regulation Best Interest from taking effect. The Financial Services and General Government Appropriations Act (H.R. 3351) would fund the SEC and a broad range of government agencies... READ MORE
Since the end of last year, total U.S. retirement assets were up 7.4%, reaching $29.1 trillion at the end of the first quarter for 2019, according to new data by the Investment Company Institute. Retirement assets accounted for 33% of all household financial assets in the U.S. at the end of March... READ MORE
Is the Internet Your Friend or Foe? Editor’s Note: This is the last of a three-part series focusing on ways to enhance your digital presence and be seen by more plan sponsor prospects. Part 1, providing tips on using LinkedIn, can be found here; Part 2, on the importance of a mobile-friendly... READ MORE
Mesirow Financial has announced a technology and fiduciary automation solution for broker-dealers to assist with their fiduciary management. Cetera Financial Group has signed on as an initial partner. Launched in response to the needs of the broker-dealer community, Mesirow Financial FAST®... READ MORE
The economic consequence of different defaults in defined contribution plans is significant, according to a new report by the TIAA Institute. In “The effect of default target date funds on retirement savings allocations,” TIAA finds that participants who joined plans post target date defaults tend... READ MORE
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 other types of retirement savings plans. We bring Case of the Week to you to highlight the most... READ MORE