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BY Ted Godbout 11/27/2017
Total fund-level institutional investment management fees were mostly unchanged in 2016 compared to historical observations, new research suggests, running counter to the common narrative describing widespread fee compression across the industry.Callan’s seventh installment of its Investment...
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BY Ted Godbout 11/27/2017
An 18-month extension of the transition period for the Prohibited Transaction Exemption (PTE) amendments and applicability dates for the Department of Labor’s fiduciary rule has been finalized.The special transition period under sections II and IX of the Best Interest Contract Exemption (PTE 2016-...
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BY NAPA Net Staff 11/27/2017
First, do no harm. A term commonly applied to the practice of medicine, but a recent blog post by FiduciaryNews’ Christopher Carosa applies it to fiduciary practices.In “Fiduciary Standard Quandary: First Avoid ‘Harm’onization,” Carosa argues that while the DOL fiduciary rule may be fairly...
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BY Ted Godbout 11/27/2017
As we all emerge from our turkey-induced food coma, all eyes will now be on the U.S. Senate, as Congress returns this week from its Thanksgiving break to make the final push to approve tax reform by the end of the year.To pick up where we left off, both the House and the Senate Finance Committee ...
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BY Nevin E. Adams, JD 11/27/2017
Today the National Association of Plan Advisors launches our fourth annual campaign to identify the best of the next generation of advisors: NAPA’s “Young Guns.”To be eligible for this year’s list, individuals had to be nominated by a NAPA BD/RIA Firm Partner. As we did last year, to be eligible...
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BY John Iekel 11/27/2017
Conventional wisdom is that leaving employment and drawing from retirement savings could be a recipe to eventual and inevitable penury. But a recent study begs to differ.In “Spending in Retirement…or Not?” the BlackRock Retirement Institute (BRI) and the Employee Benefit Research Institute (EBRI)...
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BY Nevin E. Adams, JD 11/27/2017
A recent report by the GAO paints a pretty bleak picture of American retirement. Is it accurate?For the most part, the report covered familiar ground, bemoaning the “marked shift” away from the traditional defined benefit pension plan (glossing over how few private sector workers were covered by...
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BY Nevin E. Adams, JD 11/27/2017
While the Equifax “hack” has faded into the background, cybersecurity remains a threat, even to retirement plan accounts. This week, we’d like to know if the subject is coming up – or if you’re bringing it up – with clients.You can reply to this week’s NAPA Net reader poll at https://www.research....
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BY Ted Godbout 11/22/2017
While much of our focus on the current House and Senate tax bills has been on the retirement-related provisions, there are a number of provisions worth noting that would alter the existing tax treatment of executive compensation and various other compensation and benefit provisions.As we reported,...
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BY Ted Godbout 11/22/2017
American consumers apparently hold negative views of being in debt during retirement, even for so-called “good” debt, according to a new report.Based on survey results of 945 Americans fielded in July 2017, the LIMRA Secure Retirement Institute finds that 67% of consumers believe that retirees...
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