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This Week on NAPA Net

Highlights of our posts for the week of April 1 included: Legal and Regulatory • Obama’s budget proposal reportedly includes a cap on individual retirement accounts. • What triggers a Form 5500 audit? • Lessons for plan fiduciaries from the Tibble case. • The Stockton, CA, bankruptcy case proceeds, focused on pension liabilities. • Is 401(k) litigation the ‘next asbestos’? Service ProvidersAmerican Funds is becoming more market responsive. • GAO investigates IRA rollover practices by money management firms. Practice ManagementGen X and Gen Y advisors are outperforming Boomers. • Assessing fiduciary risk in DC plans.

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