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BY John Carl 1/17/2018
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 senior financial advisor from Cafaro...
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BY NAPA Net Staff 1/16/2018
The advent of 2018 has brought new requirements for practitioners who contact the IRS Practitioner Priority Service line for assistance.RSM US LLP, part of a global network of independent audit, tax and consulting firms, recently issued an alert that the IRS has changed its verification procedures...
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BY Ted Godbout 1/16/2018
Legislation has been reintroduced in the New Jersey state legislature to require certain disclosures by non-fiduciary investment advisors regarding their fiduciary status with clients.Reintroduced Jan. 9 by state Senator Patrick Diegnan, Jr., (D-Middlesex), along with Assemblywoman Nancy Pinkin (D-...
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BY Ted Godbout 1/16/2018
Every month, it seems, new research comes out suggesting that Millennials are doing better at saving than their older counterparts. But are they really?The latest results come from Discover, which found that Millennials apparently are outperforming older generations as a whole when it comes to...
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BY Ted Godbout 1/16/2018
Whether consumers feel experienced is somewhat correlated to their level of investible assets, but not as strongly as one might assume, according to new research.In “Experience Divide: How Beliefs and Truths About Investing Experience Affect Loyalty and Attitudes to Active-Passive, HSAs, and...
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BY Nevin E. Adams, JD 1/16/2018
Earlier this year I went to an event in our nation’s capital called “Awesome Con.”As event names go, it’s a bit corny, but if it evokes a reference to Comic-Con, well that’s the point. Awesome Con is a mixture of cosplay (dressing up like your favorite comic book, gaming, or anime characters),...
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BY Ted Godbout 1/12/2018
Individual retirement accounts generally show consistent growth, but differences do arise when comparing data samples, according to a new report from EBRI.For example, while the cross-sectional overall average balance increased 36.1% from 2010 to 2015, the increase for those IRA owners who...
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BY Nevin E. Adams, JD 1/12/2018
As we head into the new year, there are lots of predictions and portents (and predictions based on portents) for the year ahead – and this week NAPA Net readers peeked into their crystal balls, and took a shot at their predictions for markets, the elections, the fiduciary regulation, retirement...
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BY Nevin E. Adams, JD 1/12/2018
Plan fiduciaries have once again prevailed in a suit challenging the presence of company stock in a 401(k) plan.Plaintiffs-appellants Mike Laffen, Karyn Lustig Keelan and Paul Higgins had filed the class action suit on behalf of current and former HP employees who participated in HP’s 401(k)...
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BY Ted Godbout 1/11/2018
While technology, legal and compliance matters dominated their spending in 2017, RIAs anticipate that their biggest investments in 2018 will be marketing and hiring, according to new survey results.RIAs also say that a top strategic priority in 2018 will be technology investments that focus on...
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