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NAPA Net Staff

By NAPA Net Staff | 5/5/2023
What’s happening with employer-sponsored retirement plans and where are current trends headed? Participation and deferral rates, auto enrollment and escalation, hardship withdrawals and loans—it’s tough to keep track. The Plan Sponsor Counsel of America’s (PSCA) 66th Annual Survey provides this... READ MORE
By NAPA Net Staff | 5/4/2023
On April 3, the Nevin & Fred podcast went on the road to San Diego for a live appearance in front of a standing room only crowd at the NAPA 401(k) Summit. Here’s part 2 of that live episode.     In this episode, the discussion about favorite sections of SECURE 2.0 continues, including:... READ MORE
By NAPA Net Staff | 5/3/2023
Pointing to greater interest and traction for its suite of in-plan guarantee solutions, Nationwide recently announced that it has made Income America 5ForLife available for managed account programs on its platform. According to the announcement, Nationwide will provide two ways for plan sponsors... READ MORE
By NAPA Net Staff | 4/28/2023
Transamerica announced that the company will provide recordkeeping and 3(16) plan administration services for a new pooled employer 401(k) retirement plan solution from Smart Retirement Solutions Inc., the Choice PEP. The pooled employer plan (PEP) offers a streamlined and efficient workplace 401(... READ MORE
By NAPA Net Staff | 4/23/2023
Welcome to the Great 401(k) Podcast Debate, a series of point/counterpoint episodes involving controversial topics in the retirement plan space, and pooled employer plans (PEP) are undoubtedly controversial. Are PEPs living up to their promise? Are they lowering costs and increasing efficiencies... READ MORE
By NAPA Net Staff | 4/21/2023
State Street Global Advisors in partnership with Annexus Retirement Solutions and the Global Trust Company announced the launch of the State Street GTC Retirement Income Builder Series. This target date series combines State Street Global Advisors' asset management expertise with Annexus... READ MORE
By NAPA Net Staff | 4/18/2023
What a loaded question. You wouldn't know it from the looks on our faces, but my interview with Empower's Tina Wilson, CFA was GREAT, and really insightful. "The time for retirement income is now," Wilson said, but it has to be a process issue, not a product issue. She deftly explains in the video... READ MORE
By NAPA Net Staff | 4/18/2023
On April 3, the Nevin & Fred podcast went on the road to San Diego for a live appearance in front of a standing room only crowd at the NAPA 401(k) Summit.   Along with their alliterative illustrations, Nevin (not Neville — Adams) & Fred (Reish) covered: Their favorite provisions of... READ MORE
By NAPA Net Staff | 4/17/2023
The 2023 NAPA 401(k) Summit held April 2-4 in San Diego, CA was one for the books, featuring record advisor attendance, inspiring keynote presentations, insightful panel discussions and an amazing networking experience. You can get a taste of the general sessions and workshops presentations at... READ MORE
By NAPA Net Staff | 4/17/2023
Mutual of Omaha Retirement Services has launched its Retirement Right Quoting Portal, a new self-quoting portal for registered financial advisors. As an extension of Mutual’s Retirement Right suite, the quoting portal leverages the technology to enable advisors to quote and build a retirement plan... READ MORE
By NAPA Net Staff | 4/14/2023
Further strengthening its benefits capabilities, OneDigital announced that it has acquired the Sequoyah Group, located in Knoxville, TN. With the addition of Sequoyah, OneDigital will serve clients from 30 offices across the Southeast region, which includes Tennessee, Georgia, Florida and the... READ MORE
By NAPA Net Staff | 4/14/2023
The Millennium Trust Company has announced that it will soon offer optional auto portability functionality for its automatic rollover IRA solution.   The functionality is designed to connect to existing and new auto portability networks to further the industry’s efforts to reduce retirement... READ MORE
By NAPA Net Staff | 4/13/2023
What's in the episode?: Debt limits, ESG, presidential vetoes—how in the world did SECURE 2.0 pass in an overwhelmingly (and increasingly) partisan Washington? Where does retirement policy go from here, and what about that MAJOR retirement policy proposal that some members of Congress are... READ MORE
By NAPA Net Staff | 4/12/2023
Yaqub Ahmed from Franklin Templeton talks to John Sullivan on the floor of the NAPA 401(k) Summit on what Franklin Templeton is doing to make life easier for advisors and plan participants with goal optimizations through their new data algorithm.    READ MORE
By NAPA Net Staff | 4/11/2023
OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital, announced that it has acquired Huntington National Bank’s 401(k) advisory and retirement plan servicing business. Huntington is the wholly owned banking subsidiary of Huntington... READ MORE
By NAPA Net Staff | 4/10/2023
Most Americans do not think they can depend on Social Security for retirement income, adding to their worries about long-term financial stability, a new study from Allianz Life finds. According to the firm’s 2023 1Q Quarterly Market Perceptions Study, nearly three in four (74%) respondents do not... READ MORE
By NAPA Net Staff | 4/7/2023
"Now what?" asked Tina Wisialowski to attendees during the "After Map: Congratulations! You Won the Plan" session at this year's NAPA 401(k) Summit. Wisialowski articulated how most advisors look to celebrate a plan being won but overlook the crucial steps to build long-term relationships. Most... READ MORE
By NAPA Net Staff | 4/6/2023
Keith Gredys from Kidder Advisors talks to John Sullivan from the NAPA 401(k) Summit floor about potential complacency following SECURE 2.0’s passing. Gredys also discusses whether Washington could “change the gameplan” by removing advisors' ability to service clients.    READ MORE
By NAPA Net Staff | 4/6/2023
Building on its suite of advice and guidance solutions, Voya Financial announced that it has launched a new advisory services program through Voya Retirement Advisors, LLC (VRA). Leveraged in collaboration with Morningstar Investment Management LLC’s Retirement Solutions Group, the VRA solution... READ MORE
By NAPA Net Staff | 4/6/2023
Vincent Morris from OneDigital Retirement + Wealth talks about company culture, the bridge to financial wellness and the story they tell to the employer. He also elaborates to John Sullivan about whether M&As are truly in a cooldown period.    READ MORE

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