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BY Nevin E. Adams, JD 10/30/2017
As we head to the close of the year, with the fiduciary rule (some of it anyway), behind us, and tax reform just ahead – it seems a good time to find look at the prospects for 2018 fees, and what factor(s) may be having an impact.Fees are, of course, always a topic of interest – and there have...
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BY John Iekel 10/30/2017
The Oregon Retirement Savings Board has completed a second stage of rulemaking for OregonSaves, the state-run retirement plan that is approaching full implementation. The Board filed updated rules with the Oregon Secretary of State’s Office on Oct. 24, 2017.The new round of rulemaking considered...
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BY Nevin E. Adams, JD 10/27/2017
The 2017 World Series is off to a great start (certainly if you are a Dodgers or Astros fan) – but who are NAPA Net readers rooting for?Well, just over half (55%) think the Los Angeles Dodgers will win. Perhaps needless to say, the rest (45%) think it will be the Astros.That may be what they think...
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BY John Iekel 10/27/2017
American Retirement Association CEO Brian Graff reminded attendees at ASPPA's 2017 Annual Conference at National Harbor, MD, this week that tax reform is a pressing matter. "We're next," he said, as he noted that several other tax proposals floated as potential revenue enhancers have been walked...
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BY Ted Godbout 10/27/2017
In Washington you never really quite know whether a legislative proposal is truly dead, mostly dead, or partly alive. In this case, we’re not talking about Rothification, but a proposed legislative fix to the Affordable Care Act (ACA) that includes an expansion of the HSA contribution limits....
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BY Ted Godbout 10/26/2017
Despite slightly lower volume in the third quarter of 2017, merger and acquisition activity in the RIA industry is on pace for a fifth consecutive record year, with expected deal volume for the full year anticipated to reach 169 transactions, a 23% increase over 2016's record year.In addition, the...
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BY Nevin E. Adams, JD 10/26/2017
President Trump may have thought his tweet would have ended the controversy over a proposed partial Rothification of 401(k)s – but that was Monday.While heading off on Marine One yesterday, the President was asked about his comment that any changes to tax-free contributions to 401(k)s were off the...
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BY Lisa Greenwald 10/25/2017
I recently watched an interesting conference presentation by LIMRA and Pacific Life about women’s growing role in household financial management. I think we all intuitively believe that increasingly, women are controlling the purse strings, though I believe survey research is lagging reality. Women...
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BY Ted Godbout 10/25/2017
How important is it to consistently participate in a 401(k) plan? According to new research from the EBRI/ICI 401(k) database, the average account balance among consistent participants at year-end 2015 was almost double the average account balance among all participants in the database.EBRI's issue...
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BY Ted Godbout 10/25/2017
In a new global study of retirement systems around the world, the U.S. received an overall grade of ‘C,’ meaning the country’s system has some good features, but also has major risks and/or shortcomings that should be addressed, according to the classification.The 2017 Melbourne Mercer Global...
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