Skip to main content

You are here

Advertisement

John Ortman

By John Ortman | 3/24/2014
Steven Dimitriou, AIF, AAMS, PRP, has been named President of the National Association of Plan Advisors. At the opening session of the 2014 NAPA 401(k) Summit March 23, Marcy L. Supovitz, NAPA’s founding president, passed the gavel to Dimitriou, who will serve as President for 2014-2015. Dimitriou... READ MORE
By John Ortman | 3/24/2014
It didn't take long for the politically charged issue of income inequality, especially as it pertains to 401(k) plans, to take center stage at this year's NAPA 401(k) Summit. At the always-popular Washington update general session less than an hour into this year's Summit, NAPA's executive director... READ MORE
By John Ortman | 3/24/2014
The advisory team at Compass Financial Partners in Greensboro, NC, represented by Kathleen A. Kelly, CRPS®, AIFA®, has won the 2014 NAPA 401(k) Advisor Leadership Award. Kelly, a Founding and Managing Partner of Compass, received the award on behalf of the team during a session of the NAPA 401(k)... READ MORE
By John Ortman | 3/24/2014
It may have been 20 years since Sgt. Pepper taught the band to play, but their music stopped long ago. Not so with the target date fund concept, which celebrates its 20th birthday this month, and is still growing in popularity and complexity. Wells Fargo and Barclay's debuted the first TDFs in... READ MORE
By John Ortman | 3/21/2014
The 2014 NAPA 401(k) Summit kicks off in New Orleans on Sunday and runs through mid-day Tuesday. We'll be there from start to finish, reporting on the Summit's six general sessions, 24 workshops and more. Don't miss next week's special Summit editions of the Daily, Monday-Thursday. And to get the... READ MORE
By John Ortman | 3/21/2014
Next month, NAPA is converting to a new e-commerce platform that will make purchasing NAPA educational products and registering for NAPA events easy and seamless. To prepare for this change, NAPA will be upgrading many of the systems running behind the scenes between March 28 and April 6. During... READ MORE
By John Ortman | 3/16/2014
Editor’s Note: This is the third of three profiles of the finalists for the 2014 NAPA 401(k) Leadership Award.Now in its seventh year, the NAPA 401(k) Advisor Leadership Award continues to recognize leadership, innovation and contributions to the retirement plan industry with the sales, marketing... READ MORE
By John Ortman | 3/13/2014
Editor’s Note: This is the second of three profiles of the finalists for the 2014 NAPA 401(k) Leadership Award.Now in its seventh year, the NAPA 401(k) Advisor Leadership Award continues to recognize leadership, innovation and contributions to the retirement plan industry with the sales, marketing... READ MORE
By John Ortman | 3/12/2014
Editor’s Note: This is the first of three profiles of the three finalists for the 2014 NAPA 401(k) Leadership Award.Now in its seventh year, the NAPA 401(k) Advisor Leadership Award continues to recognize leadership, innovation and contributions to the retirement plan industry with the sales,... READ MORE
By John Ortman | 3/10/2014
Last week’s top five most-read posts on NAPA Net reflected keen interest in Schwab’s willingness to lose out on big money over IRA rollovers, President Obama’s FY 2015 budget, DC executives’ belief that the shelf life of revenue sharing is limited, the average DOL fine quadrupling in the last four... READ MORE
By John Ortman | 3/8/2014
NAPA has experienced tremendous growth since its inception in 2011 — we now have more than 7,000 individual members and over 150 Firm Partners. To help manage a venture of this size, NAPA would like to hire an individual, ideally someone with 401(k) industry experience, to be in charge of NAPA... READ MORE
By John Ortman | 3/6/2014
If you’ve been putting off registering to attend this year’s NAPA 401(k) SUMMIT March 23-25 in New Orleans, now’s the time to make your arrangements. In fact, there’s only one week left to register — the deadline is next Friday, March 14. This year’s SUMMIT features a keynote address by best-... READ MORE
By John Ortman | 3/5/2014
President Obama released his proposed FY 2015 budget March 4. The $3.901 trillion budget would raise taxes, expand existing tax credits and fund a variety of entitlement programs. The budget also contains several retirement-related proposals that were first proposed in the president’s FY 2014... READ MORE
By John Ortman | 2/27/2014
The tax reform proposal unveiled Feb. 26 by Rep. Dave Camp (R-MI), Chairman of the House Ways and Means Committee, includes numerous provisions attacking the current tax incentives for retirement savings. (For more details on the plan’s retirement provisions, see an analysis from ASPPA’s... READ MORE
By John Ortman | 2/27/2014
A 2013 EBRI analysis found that the savings targets set by participants in the lowest income quartile who had sought the input of a financial advisor were associated with a lower risk of running short of money in retirement by anywhere from 9 to nearly 13 percentage points (depending on family... READ MORE
By John Ortman | 2/26/2014
According to a recent survey by Investment News and The American College, 95% of advisors provide retirement income planning services — yet 94% of those polled believe most advisors and wealth managers need to know more about retirement income planning.Clearly there’s a gap and it’s no wonder.... READ MORE
By John Ortman | 2/20/2014
With the 2014 NAPA 401(k) Summit just over a month away, anyone who has put off registering for the industry-leading conference in New Orleans has a good reason to act now — to take advantage of the “early bird” registration rate. Through Friday, Feb. 21, the early bird rate is $650 for NAPA or... READ MORE
By John Ortman | 2/20/2014
Despite their differences, there’s at least one thing that all of the stakeholders in our retirement system agree on: average American workers are not saving enough for retirement. In Washington, however, “When we raise ideas to address income adequacy,” says NAPA/ASPPA executive director Brian... READ MORE
By John Ortman | 2/18/2014
Over the last 30 years we have seen unprecedented changes in retirement choices in the 403(b) marketplace. There have also been enhancements to help advisors communicate with clients and prospects. Are these changes helping or hurting you? How can you adapt your practice to utilize these tools and... READ MORE
By John Ortman | 2/13/2014
It’s been just four months since we compiled NAPA Net’s list of the “Top 25 DC Power Hitters” for the cover story of NAPA Net the Magazine’s premiere issue. In that short period of time, though, four members of Congress have announced plans that will drop them off the list when the current session... READ MORE

Pages

Advertisement