Advertisement
NAPA Net Staff
By NAPA Net Staff | 8/2/2022
With the written best interest documentation requirement now in place (as of July 1), and with some evidence that some advisors might not have focused on that deadline (or a series of others that took effect in February), in this episode Nevin (Adams) & Fred (Reish) look at some new ways to “...
READ MORE
By NAPA Net Staff | 8/2/2022
Empower has announced a series of “entity name alignments” that aim to strengthen its brand and simplify how the organization connects with customers—setting aside its legacy Great-West and affiliated branding.
The changes[i] are planned and deliberate as the eight-year-old financial services...
READ MORE
By NAPA Net Staff | 7/28/2022
Employers in California, Illinois and Oregon, three of the first states to launch programs to help private sector workers save for retirement, were still creating new plans in 2020 and were shedding existing plans at rates slower than or largely comparable to the national average, according to a...
READ MORE
By NAPA Net Staff | 7/25/2022
Last week we asked NAPA-Net readers to weigh in on a provision in the Enhancing American Retirement Now (EARN) Act that would permit treating employer contributions as after-tax Roth contributions—but what do plan sponsors think?
That’s right, one of the revenue-raising provisions currently in...
READ MORE
By NAPA Net Staff | 7/25/2022
Underperformance of plan investment options has heightened the anxiety level of defined contribution plan sponsors, according to a new report.
The Cogent Syndicated Retirement Planscape report from Escalent reveals that the top concerns include employees not saving enough for retirement,...
READ MORE
By NAPA Net Staff | 7/22/2022
Making a strategic expansion to increase scale and presence in the market, Pentegra has acquired New Pinnacle Consulting Group (NPCG), a full-service TPA.
Founded in 2007 and based in Cornelius, N.C., NPCG specializes in 403(b) plans and currently manages more than 600 plans for clients...
READ MORE
By NAPA Net Staff | 7/22/2022
Portland-based The Standard announced July 22 that Jason Burlie has been named Vice President and Head of Sales for Retirement Plans, with direct responsibility for the firm’s retirement plans distribution and market development strategies.
Burlie will also be responsible for designing and...
READ MORE
By NAPA Net Staff | 7/22/2022
Most long-term investment products don’t consider three factors unique to women—and the resulting asset allocations could affect women’s long-term investing success, according to a new report.
To address this, BlackRock has created its first Model Portfolios for Women, leveraging BlackRock’s...
READ MORE
By NAPA Net Staff | 7/21/2022
More Americans (37%) spanning generations and demographics feel unprepared or unsure if they are on track for retirement compared to the previous three years—and women are even less certain, according to a new survey.
Nearly half of women (47%) report a lack of confidence, according to BlackRock’s...
READ MORE
By NAPA Net Staff | 7/18/2022
After reaching an all-time high in the last quarter of 2021, total wealth management M&A activity decreased for the second straight quarter in 2022, according to boutique investment bank ECHELON Partners.
Still, M&A activity in the first half of the year remains elevated relative to...
READ MORE
By NAPA Net Staff | 7/15/2022
Principal Financial Group® announced July 14 that industry veteran Teresa Hassara will join the company to lead its workplace savings and retirement business.
Hassara has spent more than 25 years helping shape workforce retirement solutions. Prior to joining Principal®, she held leadership roles...
READ MORE
By NAPA Net Staff | 7/15/2022
Alera Group, a national insurance and wealth services firm, has acquired DFG 401(k) Advisors, an independent qualified retirement plan services company.
Based in Phoenix, AZ, DFG 401(k) Advisors provides a variety of services in fiduciary guidance, plan performance and employee financial wellness...
READ MORE
By NAPA Net Staff | 7/15/2022
A new report says that ESG faces a “make or break” moment, with a lack of standardization, regulation and common purpose—and concerns about “greenwashing”—threatening trust.
Environmental, social and governance (ESG) investing and reporting is facing existential questions associated with a lack of...
READ MORE
By NAPA Net Staff | 7/14/2022
Do you know an outstanding financial advisor who is a role model, whose presence and innovative works have helped shape the best practices in serving clients in the 403(b), 457(b) and ERISA non-profit retirement industry?
If so, NAPA’s sister association, the National Tax-Deferred Savings...
READ MORE
By NAPA Net Staff | 7/14/2022
Ascensus announced July 14 that Kasey Price, the firm’s head of Sales, will assume the role of President of FuturePlan by Ascensus on Aug. 1, 2022.
She will succeed Teresa Hassara, who is leaving the company at the end of July to assume a new leadership role in the financial services industry...
READ MORE
By NAPA Net Staff | 7/14/2022
The ARA will hold its annual business meeting on Sunday, Oct. 23, 2022, at 4:30 p.m. ET during the ASPPA Annual Conference at the Gaylord National in National Harbor, MD.
The business meeting will include addresses by ARA President Joe DeNoyior, CPFA®; ARA President-Elect Missy Matrangola, QPA,...
READ MORE
By NAPA Net Staff | 7/11/2022
HUB International Limited has acquired the assets of Heritage Wealth Management Group, LLC.
Located in Moon Township, PA, Heritage Wealth Management Group is an independent financial services firm helping clients in Western Pennsylvania establish and maintain their long-term financial goals. ...
READ MORE
By NAPA Net Staff | 7/7/2022
Massachusetts Secretary of the Commonwealth William F. Galvin announced July 6 that Vanguard Marketing Corporation has agreed to provide restitution to thousands of Massachusetts investors who got huge tax bills in the wake of a decision designed to benefit certain retirement plans.
Now, in case...
READ MORE
By NAPA Net Staff | 7/7/2022
If you’re serious about supporting plans and workers in the non-profit sector—well, here’s something you need to know.
Bottom line: You can’t afford to miss out on the inaugural NAPA/NTSA ERISA 403(b) Advisor Conference.
Sure, 401(k)s garner a lot of headlines, but 403(b) plans have been around...
READ MORE
By NAPA Net Staff | 7/6/2022
There’s a lot going on in Washington—big movements in the Senate and in the House—and bipartisan. So, what’s in those bills? And what’s this “auto-portability”? Nevin (Adams) and Fred (Reish) take a look.
Remember SECURE? Well, bills currently under consideration have been labeled SECURE 2.0—...
READ MORE
Pages
Advertisement
Advertisement
Sign up for The Daily
NAPA's 401(k) Rollover Specialist (k)RS Credential
Recent Comments