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NAPA Net Staff

By NAPA Net Staff | 5/27/2022
In what was described as a “response to record demand for Valuation and M&A Services,” Wise Rhino Group, Inc. has entered a partnership with Greg Koleno of Zuna Holdings. According to the announcement, the partnership will allow WRG to further support Retirement and wealth advisory, TPA and... READ MORE
By NAPA Net Staff | 5/26/2022
Sens. Todd Young (R-IN) and Cory Booker (D-NJ) have introduced legislation that they say would “facilitate convenient and affordable access to workplace emergency savings accounts, improving financial security and reducing retirement savings leakage.”  According to the bill’s sponsors, the... READ MORE
By NAPA Net Staff | 5/26/2022
Advisors work with a variety of recordkeepers across different market segments, and in support of plans of all sizes and complexities—and advisors have identified the very best in the nation. Today we acknowledge the recordkeepers most highly regarded by advisors that serve the large plan market.... READ MORE
By NAPA Net Staff | 5/25/2022
Advisors work with a variety of recordkeepers across different market segments, and in support of plans of all sizes and complexities—and advisors have identified the very best in the nation. Today we acknowledge the recordkeepers most highly regarded by advisors that serve the mid-market. Late... READ MORE
By NAPA Net Staff | 5/25/2022
Empower and Rockefeller Capital Management are partnering to offer the next evolution in retirement investing with innovative technology, a diverse menu of expertly managed investment options and fiduciary protection.  According to a May 24 announcement, the Rockefeller Capital Management (RCM)... READ MORE
By NAPA Net Staff | 5/24/2022
The Securities and Exchange Commission has charged an investment advisor for “misstatements and omissions about Environmental, Social, and Governance (ESG) considerations in making investment decisions for certain mutual funds that it managed.” The SEC’s May 23 order finds that from July 2018 to... READ MORE
By NAPA Net Staff | 5/24/2022
Advisors work with a variety of recordkeepers across different market segments, and in support of plans of all sizes and complexities—and advisors have identified the very best in the nation. Late last year we launched our call to advisors to rate the nation’s best recordkeepers in a dozen... READ MORE
By NAPA Net Staff | 5/23/2022
Advisors work with a variety of recordkeepers across different market segments, and in support of plans of all sizes and complexities—and advisors have identified the very best in the nation. Late last year we launched our call to advisors to rate the nation’s best recordkeepers in a dozen... READ MORE
By NAPA Net Staff | 5/20/2022
Do you know the three kinds of people who work with retirement plans—and the seven things they should know? When it comes to workplace retirement plans, there are three kinds of people: people who are ERISA fiduciaries and know it, people who aren’t ERISA fiduciaries and know it, and people who... READ MORE
By NAPA Net Staff | 5/19/2022
Strategic Retirement Partners has selected Securian Financial as the pooled plan provider and recordkeeper for their WELLthBUILDER pooled employer plan. The WELLthBUILDER PEP offers broad and flexible plan design capabilities so each individual employer can select provisions best suited for their... READ MORE
By NAPA Net Staff | 5/18/2022
Continuing its nationwide expansion, Mariner Wealth Advisors has announced that will acquire Bloomfield Hills, MI-based Emerson Wealth, LLC, adding approximately $612 million in AUM to its books.   As its second office in the greater Detroit area, acquisition bolsters Mariner’s presence in the... READ MORE
By NAPA Net Staff | 5/17/2022
Citing the current lack of a “compelling policy objective that comports with the Department’s mandate,” the American Retirement Association has commented that the Labor Department shouldn’t call out climate-related risks for special attention.  The comments came in response to the Labor Department... READ MORE
By NAPA Net Staff | 5/13/2022
Transamerica has announced the addition of emergency savings accounts as a new employee benefit. Through new strategic relationships with Millennium Trust Company and SecureSave, the new offering is designed to help employees save for unexpected events that may affect their ability to contribute to... READ MORE
By NAPA Net Staff | 5/12/2022
If you’re serious about supporting plans and workers in the non-profit sector, you can’t afford to miss out on the inaugural NAPA/NTSA ERISA 403(b) Advisor Conference. This unique conference is the only industry event designed specifically for expert advisors in the ERISA 403(b) space. Topics... READ MORE
By NAPA Net Staff | 5/12/2022
Fidelity Institutional®, the division of Fidelity Investments® dedicated to providing technology, solutions and insights to wealth management firms and institutions, announced the company’s latest efforts to educate advisors about digital assets May 12.  The new program includes a strategic... READ MORE
By NAPA Net Staff | 5/10/2022
Kestra Financial, in partnership with Envestnet Retirement Solutions, has announced the launch of an integrated platform designed to enhance and advance retirement plan engagements at no additional cost to financial professionals.  According to the May 9 announcement, Retirement Plan Enterprise (... READ MORE
By NAPA Net Staff | 5/5/2022
The Retirement Income Consortium has launched—with the “shared goal of supporting greater access for workers to retirement income solutions”—and the American Retirement Association is a member. The Consortium, launched by Broadridge Financial Solutions, is focused on helping acceleration of the... READ MORE
By NAPA Net Staff | 5/3/2022
Principal Global Investors has unveiled an expanded model portfolio offering featuring 37 new portfolios and a fintech-enabled portfolios solution to help advisors better serve their clients.  The new model portfolios include mutual funds and ETFs from diversified asset managers and are... READ MORE
By NAPA Net Staff | 4/27/2022
Bipartisan legislation backed by the American Retirement Association would allow the expenses associated with plan design changes to be reimbursed from plan assets. The Increasing Small Business Retirement Choices Act, introduced April 26 by Sens. Jacky Rosen (D-NV) and Tim Scott (R-SC), would... READ MORE
By NAPA Net Staff | 4/22/2022
Between inflation and an international conflict, Americans’ financial behavior will likely be affected for months to come, making financial literacy even more important.  According to Primerica’s first quarter 2022 Middle-Income Financial Security Monitor, middle-income households remain concerned... READ MORE

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