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NAPA Net Staff

By NAPA Net Staff | 3/20/2019
So, you think your data is safe? Think again. Our closing keynote on Monday, April 8 is Kevin Mitnick, arguably the world's most famous hacker, global bestselling author, and the top cybersecurity keynote speaker.  Once one of the FBI's Most Wanted because he went on an “electronic joyride”... READ MORE
By NAPA Net Staff | 3/19/2019
Looking for ways to build up your wealth management practice? Insights on M&A? Insights on how participants are interacting with TDFs? How about a little collective wisdom? Want to read plan sponsors’ minds? We’ve got you covered. The second half of the NAPA 401(k) Summit is just as powerful... READ MORE
By NAPA Net Staff | 3/19/2019
Despite political affiliation, large majorities of Americans believe the nation faces a retirement crisis and are largely supportive of state efforts to expand coverage, recent survey results show.  Findings contained in the National Institute on Retirement Security’s “Retirement Insecurity 2019:... READ MORE
By NAPA Net Staff | 3/18/2019
Ever been blamed for a compliance issue? Working with plan sponsors who are skeptical about financial wellness? Worried that that financial education has its limits? Looking to leverage relationships with industry partners to better your business? Look no further.  The second half of the NAPA 401(... READ MORE
By NAPA Net Staff | 3/15/2019
intellicents has made another acquisition – the purchase of Retirement Asset Advisory, Inc. (RAA) from Bill Worley and John Cole. According to a press release, this Dallas branch will initially focus on offering fiduciary retirement plan investment advisory and management services to area... READ MORE
By NAPA Net Staff | 3/15/2019
There’s a lot of great networking to be had at the NAPA 401(k) SUMMIT – but nothing compares to our peer-to-peer sessions. That’s right, we’ve got three special groupings to provide you with an opportunity to greet, meet, and connect with your peers, whether you are:   ADVISORS: One of the NAPA... READ MORE
By NAPA Net Staff | 3/14/2019
Would you like to know more about behavioral finance, tips and tools to boost your efficiency, how to “debunk” the fiduciary myth, MEPs, fintech? We’ve got you covered…  We’ve already talked about the challenges of being in more than one place at the same time and being stuck between a rock and a... READ MORE
By NAPA Net Staff | 3/11/2019
A new survey claims that American businesses are losing $500 billion per year due to employees' personal financial stress. That survey of more than 10,000 Americans by Salary Finance (a provider of financial education and salary-linked savings and loans for employees) finds that nearly one in two... READ MORE
By NAPA Net Staff | 3/8/2019
Struggling with wellness implementation? Worried about getting sued? Not sure how to position your workforce of the future to help the workforce of the future? How about some marketing “mojo”? Or the “tells” of a hot NQDC prospect? Here’s what you need to know. That’s the lineup for the second set... READ MORE
By NAPA Net Staff | 3/7/2019
Looking to stand out in a “sea of sameness”? How about adding value to your “value add”? Want to turbocharge your business through technology, leverage the “triple threat” of HSAs, know how your plans stack up? Check this out. Well, you can do all that – but you’ll have to figure out cloning (or... READ MORE
By NAPA Net Staff | 3/5/2019
Down markets kept target-date fund growth in check, but the push toward passive – and lower-cost – options picked up pace in 2018, according to a new report.   According to “The State of the Target-Date Market: 2019, Examining Asset Trends Across Providers, Products, Vehicles, Management Styles,... READ MORE
By NAPA Net Staff | 2/28/2019
 Financial advisory services firm intellicents has expanded its personal financial management services with the opening of an office in Colorado. The office will be led by Certified Financial Planner Betsy Cox, who brings more than 11 years of experience in both client and practice management, and... READ MORE
By NAPA Net Staff | 2/24/2019
Ours is an industry in which litigation risk seems to come with the territory – but we were disappointed last week that the American Retirement Association, umbrella organization of NAPA – was sued by CFA Institute. That’s right, CFA Institute chose to file a civil lawsuit regarding alleged... READ MORE
By NAPA Net Staff | 2/13/2019
Markets moved higher heading into the New Year, but participant transfers slipped to a historic low. According to the Alight Solutions 401(k) Index, January’s three “above-normal” trading days and one day of low trading activity marked the slowest start to the year in the more than 20-year history... READ MORE
By NAPA Net Staff | 2/12/2019
Morgan Stanley has entered into a definitive agreement to acquire stock plan administration provider Solium Capital Inc. Solium has 3,000 stock plan clients, with 1 million participants, while Morgan Stanley has 320 stock plan clients, with 1.5 million participants, of which a quarter are in the... READ MORE
By NAPA Net Staff | 2/8/2019
Health savings accounts, or HSAs, have become a significant and growing part of American workers’ benefit programs, and, increasingly a significant component of their retirement savings strategy. To better understand how these programs are designed and administered, the Plan Sponsor Council of... READ MORE
By NAPA Net Staff | 2/6/2019
Retirement security got some much needed attention in bipartisan legislation introduced in the Senate this week. The Retirement Security Act of 2019 was introduced by Sens. Susan Collins (R-ME), the Chairman of the Senate Aging Committee, and Maggie Hassan (D-NH), with a goal of helping small... READ MORE
By NAPA Net Staff | 2/5/2019
Starting Wednesday, Feb. 6, 2019, the NAPA Net Daily will be coming from a new email platform. The sender address will remain the same: napa-net@napa-net.org (go ahead and add this to your safe sender list) but the IP address will be new. To ensure that you continue to receive the Daily without... READ MORE
By NAPA Net Staff | 2/5/2019
Janus Henderson Investors announced on Monday that William H. Gross has decided to retire. Gross, 74, a co-founder of PIMCO, who had been a pioneer in fixed income investing for more than 40 years, says he will focus on managing his personal assets and $390 million private charitable foundation.... READ MORE
By NAPA Net Staff | 2/5/2019
Advisors, plan sponsors and participants looking to get schooled on financial wellness now have a new resource. According to a press release, intellicents has introduced intellicents university as part of its 5-Step Financial Wellness Program. The new financial wellness curriculum is designed for... READ MORE

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