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NAPA Net Staff

By NAPA Net Staff | 4/6/2023
Gene Huxhold from John Hancock Investments tells his “contrarian” take on retirement income, being on the product side of the industry and CITs.    READ MORE
By NAPA Net Staff | 4/5/2023
Plan advisors know just how vital their defined contribution (DC) wholesaler is to growing, building, and managing their practice. Here’s your chance to tell them how much you appreciate their efforts. We have long referred to the Top DC Wholesalers as “Wingmen,” but these days, the best of them... READ MORE
By NAPA Net Staff | 4/5/2023
To help meet growing demand for personalized investment strategies within employer-sponsored retirement plans, Principal Financial Group has launched a new, hybrid qualified default investment alternative (QDIA).   Named Principal Intelligent QDIA, the hybrid solution offers both target date... READ MORE
By NAPA Net Staff | 4/4/2023
TIAA has joined Retirement Clearinghouse, LLC (RCH) alongside Empower, Fidelity, Vanguard and Alight linking up with the Portability Services Network, LLC (PSN). The network was created to help workers automatically move smaller retirement savings in 401(k), 401(a), 403(b), and 457 accounts to... READ MORE
By NAPA Net Staff | 4/4/2023
Fresh off her opening remarks as new NAPA President, Renee Scherzer, details her initiatives for the next year. Expressing the need for continued work with the ARA Political Action Committee (PAC), helping to protect private sector retirement plans and how NAPA members can help protect the future... READ MORE
By NAPA Net Staff | 4/4/2023
Will Hansen, Chief Government Affairs Officer for the American Retirement Association, details to John Sullivan from the floor of the NAPA 401(k) Summit what’s going on in Washington.  Could the 401(k) system move from the private sector to Treasury? How do provisions in SECURE 2.0 help Americans... READ MORE
By NAPA Net Staff | 4/3/2023
American Retirement Association CEO Brian Graff has a STARK warning for advisors about a well-funded push to federalize retirement plans. What can advisors do to push back and how can you get involved? Graff answers in this short but informative video. READ MORE
By NAPA Net Staff | 4/3/2023
What's in the Episode What's on the tax policy agenda for the Treasury Department, and what are its priorities? What about the technical correction in SECURE 2.0 needed for Roth catchup provisions? And, more basically, how is a regulation born—the process for developing a regulation and the... READ MORE
By NAPA Net Staff | 3/31/2023
Andy Sieg is heading back to Citigroup, while Lindsay Hans and Eric Schimpf have been appointed presidents and co-heads of Merrill Wealth Management, reporting to Bank of America Chair and Chief Executive Officer Brian Moynihan. Come September, Sieg will lead Citigroup’s Global Wealth division,... READ MORE
By NAPA Net Staff | 3/31/2023
Billed as a way to bolster its retirement income capabilities, T. Rowe Price announced a definitive agreement to purchase Retiree, Inc., a fintech firm that offers retirement income planning software. According to the announcement, Retiree, Inc.’s software will complement and expand T. Rowe Price’... READ MORE
By NAPA Net Staff | 3/30/2023
As part of an ongoing effort to create strategic growth, July Business Services (JULY) has entered into an acquisition transaction with New Jersey-based Turning Point Associates, the firm announced. The Turning Point acquisition is JULY’s second this year and the fourth over the past four years... READ MORE
By NAPA Net Staff | 3/28/2023
Whether for good or ill — a change in recordkeepers is one of those “choices” that plan fiduciaries are expected under ERISA to evaluate as a prudent expert. In this episode, Nevin (Adams) & Fred (Reish) cover some key factors. Let’s face it — change — even change for the better — is... READ MORE
By NAPA Net Staff | 3/27/2023
Bringing decades of experience, Wayne Park has been appointed the head of John Hancock Retirement’s U.S. retirement plan and recordkeeping business with accountability for all aspects of the business, according to an announcement by the firm.   Park, who will oversee sales, relationship management... READ MORE
By NAPA Net Staff | 3/23/2023
Today we are pleased to unveil the list of 2022 Top DC Advisor Multi-Office Firms—all with more than $1 billion in assets under advisement. Almost from the day we launched our call for Top DC Advisor Teams, there has been an interest in a related compilation—one that captures the DC assets of an... READ MORE
By NAPA Net Staff | 3/23/2023
ESG, SECURE 2.0, a public-sector threat to private 401(k) plans—A LOT is happening in retirement plan policy. Want to make a difference? Join us at the NAPA D.C. Fly-In Forum! The National Association of Plan Advisors is now accepting advisor delegate applications to be part of the NAPA DC Fly-In... READ MORE
By NAPA Net Staff | 3/23/2023
Carlo Guerrera has joined Pentegra as Director, National Accounts, focusing on developing the firm’s strategic level enterprise and advisory relationships, according to an announcement. He will report to Pentegra Executive Vice President, Matthew P. Mintzer. Guerrera joins Pentegra with a track... READ MORE
By NAPA Net Staff | 3/21/2023
July Business Services (JULY) has entered into an acquisition transaction with Colorado-based Digital Retirement Solutions (DRS), bringing the two teams together for growth and opportunity, according to the firm’s announcement. The DRS acquisition is part of JULY’s increased focus on strategic... READ MORE
By NAPA Net Staff | 3/20/2023
Listen on iTunes | Listen on Spotify | Listen on Google Podcasts Fiduciary tort terror Jerry Schlichter and top ERISA attorney Tom Clark join American Retirement Association CEO Brian Graff for an insightful discussion about retirement plan litigation, record-keeping data, and much more. Here is... READ MORE
By NAPA Net Staff | 3/16/2023
Today we are pleased to unveil our list of 2022 NAPA Top DC Advisor Teams with assets under advisement over $100 million. Unlike other lists, this focuses on firms, or what may, in a wirehouse environment, be referred to as a team, or office—in a single physical location—and as noted above, on the... READ MORE
By NAPA Net Staff | 3/15/2023
Retirement plan advisors’ use and understanding of 3(16) fiduciary outsourcing apparently is becoming more widespread, according to a new survey.   In conjunction with the firm’s second annual 3(16) Day, Pentegra released the findings of a new survey of retirement plan advisors to determine what... READ MORE

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