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BY NAPA Net Staff 12/1/2017
Have you cast your vote(s) for NAPA’s 2017 Top Women Retirement Advisors? Voting closes at midnight.Thousands of votes have already been recorded for the roughly 400 nominees for this prestigious listing in three categories; Captains, All-Stars and Rising Stars.But this will be your last chance to...
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BY Warren Cormier 11/30/2017
For years we have heard about the uncovered worker and pondered what we can do to help them save for a successful retirement. In fact, the proportion of workers not covered by the DC system is its major flaw. Additionally, in the past year we have seen a great deal attention focused on a...
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BY Doug Fisher 11/30/2017
In the hunt for 50 votes, Senate Republican leaders are floating the idea of increasing the deduction for qualified business income of pass-through businesses from 17.4% to 20% – and that could have consequences for retirement plans sponsored by S Corporation shareholders.The tax reform measure...
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BY Ted Godbout 11/29/2017
Nearly 10 years after the financial crisis, many Americans say it had no impact, yet many don’t trust the stock market and plan to work longer than anticipated, new research suggests.According to survey data released by Hartford Funds, 40% of respondents say the financial crisis had no impact on...
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BY Ted Godbout 11/29/2017
Portfolio management is once again the top priority for financial advisors, according to the latest quarterly results from the Fidelity Advisor Investment Pulse survey.The survey’s third quarter 2017 results also show that concerns about risk volatility and the equity market level tied for the No....
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BY NAPA Net Staff 11/29/2017
Legislation has been introduced in the U.S. House of Representatives that would boost the cashout limit for retirement plans, which its sponsors say will help make it easier for small businesses to offer retirement plans.Reps. Tim Walberg (R-MI) and Gregorio Kilili Camacho Sablan (D-Northern...
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BY John Carl 11/29/2017
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 an advisor in Illinois is representative of a...
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BY Ted Godbout 11/28/2017
DC plan participants demonstrated an ongoing commitment to retirement saving during the first half of 2017, as the latest recordkeeper data show that most participants maintained their asset allocations and contribution levels.The Investment Company Institute’s (ICI) “Defined Contribution Plan...
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BY NAPA Net Staff 11/28/2017
There’s only one event that advisors in the retirement plan industry consider a “must-attend.”On April 15-17, 1,200 advisors representing more than 175 broker dealers and independent RIAs will join over 150 sponsors and exhibitors for the 2018 NAPA 401(k) SUMMIT & Country Music Festival. This...
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BY NAPA Net Staff 11/27/2017
Sen. Sherrod Brown (D-OH) has introduced legislation that would create a Pension Rehabilitation Trust Fund and a Pension Rehabilitation Administration. He intends the bill to protect pension benefits for retirees in multiemployer DB plans.Brown intends the bill, S. 2147, to protect the retirement...
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