Advertisement
Daily News
NAPA Net Daily
Powered by the National Association of Plan Advisors.
BY Nevin E. Adams, JD 1/3/2018
Today we are pleased to update and unveil our list of Top DC Advisor Teams.Unlike other lists, this focuses on firms, or what may, in a wirehouse environment, be referred to as a team, or office, and as noted above, on the defined contribution (DC) practice specifically. While we used the terms...
READ MORE
BY Ted Godbout 1/2/2018
While the new tax law avoided making major changes to the existing retirement tax provisions, the same cannot be said for the tax treatment of executive compensation and related provisions.In the event you’ve been avoiding the news for the past two weeks, President Trump signed the Tax Cuts and...
READ MORE
BY Ted Godbout 1/2/2018
New survey results find that Americans are confident that they are on track to achieve their long-term financial goals, but will that confidence continue in 2018?According to the latest Investor Pulse Poll by Morgan Stanley, 91% of investors believe they are on track to achieve their long-term...
READ MORE
BY Ted Godbout 1/2/2018
Employees are failing to take advantage of health savings accounts and likely are missing out on medical and retirement savings opportunities, according to a recent survey.In fact, nearly half (43%) of all employees enrolled in HSAs in 2017 did not contribute any of their own money to these tax-...
READ MORE
BY NAPA Net Staff 1/2/2018
Sure, the markets have been on a tear – all year long. So, how much impact has that had on average 401(k) balances?Well, let’s just say that those popping champagne corks may well have been in anticipation of those year-end 401(k) statements. An analysis by the nonpartisan Employee Benefit Research...
READ MORE
BY NAPA Net Staff 1/2/2018
Aflac Inc. has announced that as a result of the tax reform legislation, it intends to invest in “several key areas that will provide long-term benefits for employees” – including a boost in their 401(k) match.According to a press release, effective in 2018, Aflac will increase the company’s 401(k...
READ MORE
BY Nevin E. Adams, JD 1/2/2018
This is the time of year when resolutions for the cessation of bad behaviors and the beginning of better ones are in vogue. Here are three for plan fiduciaries for 2018.Start a diet – for your fund menu.Though it is a point often made with studies (well, one study, actually) dealing with jellies...
READ MORE
BY NAPA Net Staff 12/29/2017
Don't miss out on the year's best registration price for the nation's retirement plan advisor convention! Early bird pricing runs out at midnight, Dec. 31!
READ MORE
BY Ted Godbout 12/29/2017
While stated fees have remained stable, RIAs appear to be increasingly discounting their fees and are formally unbundling their fee structures in response to a changing wealth management landscape amid declining revenue and client growth, according to new research.The 2017 Fidelity RIA Benchmarking...
READ MORE
BY NAPA Net Staff 12/29/2017
A new survey finds a big surge in financial resolutions for 2018, and another finds a big jump in a commitment to increase retirement plan contributions.Lincoln’s “Financial Focus: Goals and Reflections of Today’s Consumer” survey found that nearly two-thirds (65%) of Americans are likely to make a...
READ MORE
Pages
Advertisement
Advertisement
Most Popular
Advertisement
Sign up for The Daily
Recent Comments