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BY Ray Harmon 10/23/2017
On Monday, Oct. 23, the Massachusetts legislature's Joint Committee on State Administration and Regulatory Oversight will consider 25 pieces of legislation, including one that would set up a state-run multiple employer plan (MEP) for private employers in the Bay State.The bill, Senate Bill 1701,...
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BY Ted Godbout 10/23/2017
While key challenges remain, conditions are improving for DCIO sales and marketing units within asset management organizations as the long-running bull market for stocks and improving net sales are boosting DCIO asset bases, according to a new study.Sway Research’s “The State of DCIO Distribution:...
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BY Nevin E. Adams, JD 10/23/2017
In light of recent press reports regarding proposals involving tax reform and retirement savings incentives, the American Retirement Association has issued a set of retirement policy principles for tax reform."We support the tax reform goal of economic growth. However, the retirement security of...
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BY Nevin E. Adams, JD 10/23/2017
Tomorrow night the 2017 "fall classic" gets underway, much to the dismay of Yankees and Cubs fans. It's time for you to weigh in on who you would like -- and who you think will win -- this year's World Series.This will, of course, be the 113th edition of Major League Baseball's championship series...
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BY Nevin E. Adams, JD 10/23/2017
In recent days, there have been a number of reports about the potential for tax reform proposals incorporating "Rothification" of 401(k)s -- a loss of, or reduction in, the amount of employee contributions allowed on a pre-tax basis -- perhaps capped at $2,400. How many savers would that affect?The...
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BY Nevin E. Adams, JD 10/20/2017
We had a great response to our reader poll on financial literacy – and some strong reader interest on knowing more about how/if you are integrating this into your practice. Here’s what we discovered.A previous NAPA Net reader poll dealt with the concept of financial literacy, the need for it, when/...
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BY NAPA Net Staff 10/20/2017
The IRS on Oct. 19 announced cost-of-living adjustments affecting dollar limitations for DC plans and other retirement-related items for the 2018 tax year. The limits are contained in IRS Notice 2017-64.DC Plan LimitsThe elective deferral (contribution) limit for employees who participate in 401(k...
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BY Ted Godbout 10/20/2017
The Government Accountability Office is recommending that Congress consider establishing an independent commission to examine the U.S. retirement system and offer recommendations to clarify key policy goals for the system and improve how the nation promotes retirement security.According to the...
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BY Ted Godbout 10/20/2017
A new study shows that the face of wealth is changing and is beginning to “tip” to Gen X and Millennials (Gen Y), who look and act much differently than older generations of millionaires do.Fidelity Investments’ ninth Millionaire Outlook study finds that today’s younger millionaires differ from...
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BY Ted Godbout 10/19/2017
While plan sponsors express a high level of satisfaction with their retirement advisors, that satisfaction does not necessarily translate to commensurate levels of loyalty, according to a new white paper.Chatham Partners’ study, “The 2017 Advisor Cx,” which looks into plan sponsors’ perceptions of...
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