Fox Business News anchor Trish Regan is the latest addition to an impact-filled agenda for the elite advisor delegates to the fifth annual NAPA DC Fly-In Forum. It’s a special event you won’t want to miss!Regan is the host of one of the most highly rated shows in business television, “The... READ MORE

A participant suit that had alleged that a recordkeeper’s advice arrangement with Financial Engines constituted a breach of fiduciary duty has been dismissed.Plaintiff Lisa Patrico, a participant in the Nestle 401(k) Savings Plan, had filed a class action suit against Voya, the recordkeeper for the... READ MORE

The American Retirement Association filed a comment letter June 20 with recommendations on items to be included in the 2017-2018 IRS guidance plan.While it believes that every item in the plan could provide “clarity and guidance to sponsors of retirement plans and the professionals who assist them... READ MORE

Small plans frequently have big service needs, and a special National Association of Plan Advisors task force has developed a template designed to make it easier for advisors to obtain a consistent, apples-to-apples comparison of service features from 401(k) recordkeepers.The NAPA Recordkeeping... READ MORE

With little fanfare and precious little notice, come July 1, 2017, broker-dealers and advisors doing business in Nevada will be subjected to a new fiduciary standard.Senate Bill 383, signed into law by Nevada Gov. Brian Sandoval (R) on June 2, revises the Nevada Securities Act to mandate that any “... READ MORE

Since their inception, NAPA’s various industry lists have been a valuable Who’s Who of who matters in the world of retirement plans and retirement plan advisors. Today we launch another chapter – the NAPA Top DC Advisor Firms.Sure, we know it’s not just about the numbers – but the reality is that... READ MORE

I don’t know how it is where you live, but in the Beltway it seems that all anybody can talk about is Roth.More precisely, the talk is about “Rothification,” specifically the elimination of some – or in certain ‘worst case’ scenarios, all – of the employee pre-tax savings advantages of the 401(k).... READ MORE

The Golden State has modified the legislation regarding its state-run auto-IRA program for private sector workers in place, readying the measure for Gov. Jerry Brown’s expected signature.In the wake of the Trump administration’s removal of the Obama administration’s ERISA safe harbor guidance for... READ MORE

Morgan Stanley Wealth Management has partnered with Twilio to help enhance financial advisor-client communications by enabling Morgan Stanley financial advisors to text message with clients. Client texting is one of several initiatives Morgan Stanley Wealth Management is launching to align... READ MORE

Despite feeling more optimistic and confident about retirement, competing financial priorities are getting in the way of participants achieving their retirement savings goals, new research from the Lincoln Financial Group shows.The 2017 Lincoln Retirement Power Participant Study, which looks at... READ MORE

A new survey finds that a third of workers won’t be taking a vacation this year, and nearly as many say they stay connected with work during vacation – but that doesn’t seem to be the case with NAPA Net readers.Nearly 6 in 10 (57.8%) of this week’s respondents are committed to taking all of their... READ MORE

What type of car do you drive? Is it a Nissan Versa?[1. Car and Driver magazine named the Nissan Versa 2017's Cheapest Car.] If it’s not a Versa, then you appreciate value. You could have purchased any car, from the top of the line to the least expensive, and you chose [insert your car type].Well,... READ MORE