Ascensus finds that a number of best-practices for optimizing retirement savings are becoming more popular among clients on its recordkeeping platform.Ascensus reported a three percentage point increase in 2014 in the number of plans adopting employer matches, from 52% to 55%. The number of plans... READ MORE

Roth IRAs are growing in popularity, particularly among younger workers, and the use of target date funds in those plans is also rising, according to a new study from the Investment Company Institute (ICI).While just 15% of traditional IRA investors are under the age of 40, 31% of Roth IRA... READ MORE

Guardian Retirement has unveiled a revamped website with several new features designed to improve the overall experience for financial professionals, as well as plan sponsors, third party administrators (TPAs) and participants.Among the enhancements are a dashboard with easy access to key... READ MORE

Even with so many American employers of all types and sizes offering 401(k)s to their workers, there is no one-size-fits-all answer to a very basic question about employer-based retirement plans: “Where do you think your employees are going to get the money to stop working?” How plan sponsors can... READ MORE

With Millennials now making up a plurality of the American workforce, a new report from CAPTRUST recommends that retirement plan professionals emphasize digital outreach to expand their business within this increasingly influential demographic.The report, authored by Brian Perkins, manager of... READ MORE

A big part of plan advisors’ jobs is to prepare workers for their decumulation years, yet many in the industry tend to focus on savings accumulation prior to retirement. A special issue of NAPA Net the Magazine, headed to your mailbox now, aims to change this mindset and bring outcome-focused plan... READ MORE

According to Reuters, more than 40% of brokers are going to be retiring within the next decade or so, creating a hyper-competitive market to sell their businesses.The story highlights a major problem for older brokers and a major opportunity for younger advisors. About 35% of the 300,000 brokers in... READ MORE

While the spring issue of NAPA Net the Magazine went to print before the Department of Labor released its fiduciary definition proposal, featured columnists Brian Graff and David Levine predicted correctly that the proposed rules will have a major impact on IRAs.Graff, NAPA’s Executive Director,... READ MORE

The Securities and Exchange Commission announced May 20 a set of proposed rules implementing new reporting and disclosure standards for financial advisors and investment companies. Among other things, the rules would require advisors to include more details about their business, and would permit... READ MORE