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BY NAPA Net Staff 9/11/2017
A new report indicates that retiree health care expenses will not only continue to increase, but will do so at triple the current rate of inflation for the foreseeable future.That unsettling news comes from HealthView Services’ 2017 Retirement Health Care Costs Data Report, which shows that retiree...
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BY Nevin E. Adams, JD 9/11/2017
The fiduciary regulation’s anti-arbitration clause might not yet be active, and it might ultimately be moot, but as it remains on the table – well, the parties still can’t agree on a resolution, according to the latest round of legal briefs in litigation pending between the Labor Department and...
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BY Ted Godbout 9/11/2017
In a recent study by LIMRA, the top two reasons retirement investors gave for selecting another company to manage their IRAs were relationships and recommendations.The LIMRA Secure Retirement Institute explains that relationships are cited most by those who have an existing relationship with a...
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BY NAPA Net Staff 9/11/2017
It would be easy to think of that question as rhetorical. And yet, new research concludes otherwise.Even the paper’s author, Hendrik Bessembinder of the Department of Finance, W.P. Carey School of Business at Arizona State University, acknowledges that the question posed in the title of this paper...
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BY NAPA Net Staff 9/8/2017
On Sept. 19, 2017, the Women's Institute for a Secure Retirement (WISER) is hosting a special symposium on retirement solutions for women.Here are the details:WHEN: Tuesday, Sept. 19, 2017 / 1:30 pm - 5:30 pm (reception to follow)WHERE: Capitol View Conference Center / 101 Constitution Avenue NW, ...
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BY Nevin E. Adams, JD 9/8/2017
A recent survey of large plan sponsors suggests that, after years of declining, recordkeeper fees plateaued in 2016 – but what have NAPA Net readers seen with the plans they work with?A distinct plurality – nearly half (47.8%) of this week’s respondents – say that recordkeeping fees have generally...
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BY Ted Godbout 9/8/2017
Amid all of the recent talk about tax reform and the potential move toward Rothification, Cerulli Associates has come out with a new report showing that only one-third of DC plan participants can correctly identify the benefits of Roth contributions.The results are part of a 2017 survey Cerulli...
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BY John Iekel 9/8/2017
Hurricanes, epic floods, wildfires… we seem to be awash in natural disasters. They pose many dangers and risks, including the threat they can pose to a retirement plan — and, ultimately, its participants and their dependents.There are steps that plans, employers, service providers and...
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BY Nevin E. Adams, JD 9/7/2017
The parties in Tibble v. Edison have reached agreement on the remaining piece of the damages calculation in the long-running suit.The issue here involved 17 mutual funds that were chosen as investment options for the plan in March 1999. For each of those funds, the Edison plan fiduciaries initially...
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BY Nevin E. Adams, JD 9/6/2017
Sen. Elizabeth Warren (D-MA) says that, “Contrary to the alarmist claims of their lobbyists and the conclusions of opaque industry-funded studies,” financial firms are “fully ready” to comply with the fiduciary rule – and you don’t need to take her word for it.Warren, an early and enthusiastic...
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