A group of 14 private colleges and universities in Virginia plans to create a 403(b) multiple employer plan (MEP). The group is one of the first in the higher education market to take such an action.The Council of Independent Colleges in Virginia (CICV) made the announcement on April 3. Half of its... READ MORE

What does the man credited with inventing the term “Millennials” think lies ahead for retirement planning and advisors?Advisors – and the plan sponsors they serve – are grappling with the challenges of a multi-generational workforce, with different perspectives, experiences and expectations.Those... READ MORE

Recent market volatility and doubts about how long the bull market will last have increased demand for alternative investments strategies, according to a recent survey of institutional investors.Based on responses from more than 400 institutional investors and family offices, the latest Context... READ MORE

So, what’s the #hashtag for the #NAPA401kSUMMIT?Duh. It’s time to warm up your Twitter feeds with the session(s) and keynote(s) and connections you’ll be looking to make at the #NAPA401kSUMMIT.Not sure how to get going with social media? Well, you can start by checking out Spencer X. Smith’s... READ MORE

Losing your life’s savings can shorten your lease on life, according to a new study.Indeed, while there is a body of research that indicates a connection between lower incomes and poorer health, this new report indicates that having wealth and losing it is almost as bad for your life expectancy as... READ MORE

A majority of U.S. workers hold debt in addition to their mortgages, and that’s a problem regarding financial security during retirement, says a recent study. It found that this debt is hurting its holders’ ability to save for retirement.LIMRA reports in “Danger Ahead? Impact of Debt on Retirement... READ MORE

Looking to better leverage your retirement plan advisor voice? Determined to demonstrate your expertise through scaled technology to save you time, while consistently growing your influence?At the 2018 NAPA 401(k) SUMMIT, a dynamic panel (trust me, they’re all dynamic) will cover “3 Marketing... READ MORE

Following an industry-wide investigation of mutual fund disclosures and fees, New York State’s Attorney General reached agreement with several large mutual fund firms to make information relating to their actively managed equity funds readily accessible and is calling on others to follow suit.... READ MORE

Love ’em or hate ’em, retirement plan disclosures are a reality – but could they be “better,” and could they be just as effective (and perhaps more so) if they weren’t paper? NAPA Net readers weigh in.It’s a topic of interest – retirement plans are a complicated business – and a process that adds a... READ MORE

This year, the SUMMIT has gone completely paperless – but you needn’t worry about finding your way around. There’s an “app” for that!With this year’s NAPA 401(k) SUMMIT app you’ll find: Schedule of sessions and session locations SUMMIT After Dark passes (you’ll need to show your pass on your... READ MORE

New survey results suggest a clear success rate by advisors who use social media for marketing, building relationships and obtaining new clients, compared to those who don’t use any platforms.The fifth edition of Putnam Investments’ Social Advisor Study found that 86% of those using social media... READ MORE

Most, but not all, of the claims alleging that a plan provider’s loan process generated “ill-gotten” gains that exceed $50 million per year have been dismissed.In the case, Haley v. Teachers Inv. & Annuity Assoc. (S.D.N.Y., No. 1:17-cv-00855, complaint filed 2/3/17), plaintiff Melissa Haley... READ MORE