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NAPA Net Staff
By NAPA Net Staff | 4/12/2024
Nominations are now being accepted for American Retirement Association’s 2025 Board of Directors.
Elected at-large members of the Board of Directors serve for one term of three calendar years.
Nominees must be nominated by at least two members to be considered.
Submit a nomination today!
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By NAPA Net Staff | 4/4/2024
In a recent article on NAPA-Net, Fred Reish opined that PEPs—pooled employer plans—would come to dominate new plan adoption in the next 5 to 10 years. In this episode, Nevin (Adams) and Fred explore that possibility.
To make his case, Fred posed a counter-intuitive argument—supposing that if we...
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By NAPA Net Staff | 4/3/2024
Plan advisors know just how vital their defined contribution (DC) wholesaler is in growing, building, and managing their practice. They can become true partners in launching new ideas, products and services to increase revenue and deepen client relationships.
Here’s your chance to tell them how...
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By NAPA Net Staff | 4/1/2024
Fintech provider IRALOGIX, which specifically serves the IRA market, announced that it is partnering with PensionPlus to make it easy for retirement savers to create a personalized retirement plan, all while keeping their current investments.
With PensionPlus, participants get a sustainable...
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By NAPA Net Staff | 3/27/2024
The Federal Reserve pegged total student loan debt in America at $1.73 trillion at the end of the third quarter of 2023, averaging just over $38,000 per borrower.
It’s a problem; plan advisors know firsthand how it can prevent participants from saving for retirement. The student loan matching...
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By NAPA Net Staff | 3/27/2024
Listen on iTunes | Listen on Spotify | Listen on Google Podcasts
March 2024 Episode Description:
With the aging population growing so rapidly and birth rates declining, many industries could face labor shortages. As many employers face a coming wave of baby-boomer retirements, the gaps in...
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By NAPA Net Staff | 3/26/2024
Whether it’s criticism from academia or sweeping proposals from lawmakers, the private sector retirement savings system—and 401(k)s in particular—is increasingly at risk.
We need your help in defending working Americans’ ability to save for a secure and sustainable retirement. That means your...
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By NAPA Net Staff | 3/25/2024
We are extremely excited to announce the list of 2024 Top DC Advisor Multi-Office Firms—all with more than $1 billion in assets under advisement.
From the day we launched our call for Top DC Advisor Teams, there has been an interest in a related compilation that captures the defined contribution...
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By NAPA Net Staff | 3/25/2024
Merrill has begun offering new income-focused portfolios designed to deliver predictable income for retirees over a 25-year period, according to a March 25 announcement by Bank of America.
Now available for Merrill Guided Investing and Merrill Guided Investing with Advisor clients, key features of...
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By NAPA Net Staff | 3/21/2024
Retirement income continued its industry march on Thursday with Empower announcing a host of new partnerships with asset management and insurance companies to offer several in-plan and out-of-plan guaranteed retirement income products for plan participants and investors.
The Colorfado-based...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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