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NAPA Net Staff

By NAPA Net Staff | 3/17/2024
It’s official! We are proud to announce our list of 2024 NAPA Top DC Advisor Teams with assets under advisement over $100 million. Unlike other lists, this one focuses on firms (or in a wirehouse environment—teams) located in one physical location and the defined contribution portion of their... READ MORE
By NAPA Net Staff | 3/17/2024
What's in the episode? Defined contribution plans, and 401(k)s specifically, are increasingly under attack, criticized by think tanks and academics for perceived (yet easily refuted) flaws. What—and who—is behind the effort? Are the criticisms resonating and why are they happening now? Does the... READ MORE
By NAPA Net Staff | 3/15/2024
Nationwide is teaming up with Morningstar Retirement to help advisors meet retirement plan participant needs by offering a new managed account service that merges custom retirement strategies with direct advisor involvement. Consequently, financial advisors who work with institutional and... READ MORE
By NAPA Net Staff | 3/8/2024
The Standard is expanding its retirement plan investment solutions with the introduction of professionally managed accounts that provide personalization to help employees work toward their retirement goals, according to an announcement by the firm. The TargetPro Portfolios solution creates... READ MORE
By NAPA Net Staff | 3/7/2024
Some recent suits—and federal court rulings—provide some timely reminders about the importance of a prudent process and following the plan document.  In this podcast episode, Nevin (Adams) & Fred (Reish) discuss the background, issues, and implications behind:     (1) Suits regarding... READ MORE
By NAPA Net Staff | 3/7/2024
OneAmerica Financial announced the launch of a new investment option that the firm suggests is ideal for clients looking for a target date series that may be more cost-effective than traditional target date funds (TDFs). RetirementTrack American Funds is an actively managed target date series of... READ MORE
By NAPA Net Staff | 2/29/2024
The Securities and Exchange Commission has announced a new Investment Management Division Director to replace William Birdthistle, who will be departing the agency March 8. Upon Birdthistle’s departure, Natasha Vij Greiner, currently the Deputy Director of the Division of Examinations, will be... READ MORE
By NAPA Net Staff | 2/26/2024
What's in the episode? ‘Retirement provocateur’ Kathleen Kennedy Townsend played an instrumental role in the debate over retirement issues, resulting in significant policy ideas. A founder of the Georgetown University Center for Retirement Initiatives, the 40-year political veteran and former... READ MORE
By NAPA Net Staff | 2/23/2024
State Rep. Mike McFall (D-Hazel Park) has introduced House Bill 5461, which will expand retirement savings options in Michigan and allow employees to save for retirement even if their employer does not offer a program to do so. According to a press release, MI Secure Retirement is designed to... READ MORE
By NAPA Net Staff | 2/21/2024
Longevity and the demise of defined benefit pension plans are causing increased concern about the possibility of outliving accumulated assets—and a corresponding interest in retirement income options. It’s the reason the National Association of Plan Advisors (NAPA) launched a new certificate... READ MORE
By NAPA Net Staff | 2/19/2024
What's in the episode?: Academics are on the march, coming for the defined contribution retirement savings system with policy prescriptions that would fundamentally change employer-sponsored plans. The chorus of commonly heard criticism is that the system is failing; it only benefits the wealthy... READ MORE
By NAPA Net Staff | 2/15/2024
Many recordkeepers are embracing artificial intelligence (AI) to deliver a personalized participant experience necessary to support a comprehensive retirement strategy for workers nationwide. Are you able to take advantage? While this technology is intended to provide valuable insights and... READ MORE
By NAPA Net Staff | 2/14/2024
BPAS, a national provider of retirement plans, benefit plans, fund administration and institutional trust services, completed its acquisition of East Meadow, NY-based Creative Plan Designs, Ltd., according to a Feb. 14 announcement by the firm. The companies had reached an agreement in Dec. 2023 ... READ MORE
By NAPA Net Staff | 2/13/2024
In further broadening its network, LPL Financial Holdings, along with its subsidiaries, announced that it has entered into a definitive agreement to acquire New York-based wealth management holding company Atria Wealth Solutions. According to the announcement, Atria supports approximately 2,400... READ MORE
By NAPA Net Staff | 2/8/2024
Company veterans Kevin Collins and Francisco Negrón will take on new positions at T. Rowe Price, leading the firm's businesses serving the U.S. intermediary and retirement plan services channels, the firm announced Feb. 7. The appointments are effective on March 1, 2024. Collins will become head... READ MORE
By NAPA Net Staff | 2/7/2024
Another of the BlackRock target date fund (TDF) suits comes to a conclusion, the Wall Street Journal takes a peek at managed accounts—and Nevin and Fred ponder the implications for glidepaths. To date, only one of the dozen or so suits filed against plans that had BlackRock’s LifePath TDFs have... READ MORE
By NAPA Net Staff | 2/5/2024
Repeal the tax incentives inherent in 401(k)s to shore up Social Security? It’s a controversial idea raised by a trio of academics that immediately rallied defined contribution defenders. One prominent supporter, Andrew Biggs, a Senior Fellow at the conservative think tank American Enterprise... READ MORE
By NAPA Net Staff | 2/5/2024
After first sharing their plans last fall to jointly market a multi-fund family PEP solution, Ascensus announced that sales of the Ascensus | American Funds Pooled Employer Plan (PEP) will begin in February. Both Ascensus and American Funds will offer the PEP program to employers and advisors... READ MORE
By NAPA Net Staff | 2/2/2024
Mariner Wealth Advisors, the Overland Park, Kan.-based national wealth advisory firm, on Feb. 1 announced that it will be acquiring two new advisory firms in a massive deal expected to boost its institutional presence.   Winter Park, Fla.-based AndCo Consulting and Covington, Ky.-based Fourth... READ MORE
By NAPA Net Staff | 2/1/2024
OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital, on Jan. 31 announced the addition of WealthSource Partners, expanding the firm’s national wealth management presence in nine states.  The transaction also adds approximately $2 billion... READ MORE

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