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NAPA Net Staff

By NAPA Net Staff | 6/24/2019
Nominations are now being accepted for NAPA’s 2020 Leadership Council. Elected at-large members of the Leadership Council must be advisors (defined as individuals who are primarily in the business of providing investment advisory services directly to retirement plan sponsors and/or participants)... READ MORE
By NAPA Net Staff | 6/24/2019
Laura Huscroft has been promoted to Vice President of 401(k) at Mutual of Omaha, the firm announced June 24. In her new role, Huscroft will focus on product management and development within the retirement services sector. Huscroft has spent her entire career in the financial services industry.... READ MORE
By NAPA Net Staff | 6/18/2019
In the wake of the April announcement of its acquisition of the Wells Fargo Institutional Trust business, Principal has announced additions to its Retirement & Income Solutions leadership teams. Joe Ready, current head of Wells Fargo IRT, is taking a new role as Head of Trust and Chief... READ MORE
By NAPA Net Staff | 6/18/2019
Nominations are now being accepted for American Retirement Association’s 2020 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. To view the nomination form, click... READ MORE
By NAPA Net Staff | 6/18/2019
Deschutes Investment Consulting has announced the promotion of Katrina Bell to Partner and President Deschutes Retirement Plan Services. Since joining the firm in 1998, Bell has played a key role in the firm’s development by managing client relationships and overseeing marketing and client... READ MORE
By NAPA Net Staff | 6/14/2019
In the two weeks since the Security and Exchange Commission approved the final version of its Regulation Best Interest, many oƒ the nation’s leading retirement and financial compliance law firms have posted white papers, alerts and blog posts parsing the rule. Here’s an annotated list of our... READ MORE
By NAPA Net Staff | 6/13/2019
Transamerica announced June 13 that Steven Geisert, CPFA, C(k)P, has joined the company as Senior Manager of Business Development for retirement plans. He will report to Charmaine Hughes Lee, Director of Business Development, Workplace Solutions. Geisert will focus on managing national account... READ MORE
By NAPA Net Staff | 6/12/2019
One of the most compelling general sessions at the 2019 NAPA 401(k) Summit focused on a new approach that can have a dramatic impact on your bottom line. We’re talking about corporate social responsibility, or CSR – and it can not only help expand your business in new directions, you’ll find that... READ MORE
By NAPA Net Staff | 6/11/2019
Doug Bermudez and Erin Hall have joined Strategic Retirement Partners (SRP), a national retirement plan aggregator.  Through their retirement plan consulting practice in the Los Angeles area, Bermudez and Hall work with organizations to drive overall retirement plan health with a focus on three... READ MORE
By NAPA Net Staff | 6/11/2019
A new survey finds that the use of an online retirement calculator has spurred more than half of those who did to take positive actions related to their finances. The nationwide survey of 1,000 401(k) plan participants by Schwab Retirement Plan Services found that just over half (52%) have used an... READ MORE
By NAPA Net Staff | 6/4/2019
Suggesting the growing convergence of health and retirement savings, more than half of respondents educate employees on allocating assets between their 401(k) or 403(b) plan and a Health Savings Account (HSA) – but employee education remains the dominant concern of plan sponsors. In fact, 60% of... READ MORE
By NAPA Net Staff | 6/4/2019
Apparently education expenses are not only weighing on retirement contributions, but triggering early withdrawals as well. According to the most recent wave of StreetWise, the E*TRADE quarterly tracking study of experienced investors, three out of five young (under age 34) investors have made an... READ MORE
By NAPA Net Staff | 6/3/2019
They say that what goes up must come down. And so, after a pretty solid run, so did the average 401(k) balance in May. In May, the average 401(k) balance for those aged 25-34 with 1-4 years of tenure slid 2.9%, dampening the lift from April’s 4.3% increase following the first quarter’s 15.3% surge... READ MORE
By NAPA Net Staff | 6/3/2019
Robert Goldman has been promoted to National Sales Director for large-market retirement plans, effective immediately, according to a June 3 announcement by Transamerica.  Goldman will manage Transamerica’s sales efforts for retirement plans with $50 million or more and will oversee the company’s... READ MORE
By NAPA Net Staff | 6/3/2019
Bank of America has announced the launch a new offering that will deliver advice and guidance to clients through an advisor and an enhanced digital platform.  According to the announcement, the expansion of Merrill Guided Investing to include the option to work with a Merrill Financial Solutions... READ MORE
By NAPA Net Staff | 5/31/2019
Requests for nominations for the 2019 NAPA Top DC Wholesalers (a.k.a. our “Wingmen”) are out! NAPA Recordkeeper and DCIO Firm Partners should have received requests for nominations for our sixth annual list of NAPA Top 100 Defined Contribution (DC) Wholesalers. We call them “Wingmen” because if... READ MORE
By NAPA Net Staff | 5/30/2019
In a new study of low- and moderate-income workers at employee-owned companies, researchers affirmed that employee stock ownership plans (ESOPs) enable families to significantly increase their assets, helping to shrink gender and racial wealth gaps. The three-year research project conducted by the... READ MORE
By NAPA Net Staff | 5/30/2019
Attendees at the recent Plan Sponsor Council of America’s (PSCA) National Conference in Tampa got a sneak peek at the findings of the PSCA’s Inaugural Health Savings Account Survey. The general session panel – Kenneth Forsythe, Head of Product Strategy at Empower; and Glen Kvadus, VP at Optum... READ MORE
By NAPA Net Staff | 5/29/2019
It’s not exactly news that Americans are nervous about their retirement prospects – but a new study finds that a couple of key demographic groups are especially anxious. The 2018 Protected Lifetime Income Index study, “The Clock is Ticking: Generation X and the challenge of retirement readiness,” ... READ MORE
By NAPA Net Staff | 5/28/2019
So, how – or did – the volatility in the markets impact participant activity in 2018? Not very much, according to a new report. In fact, defined contribution plan participants pretty much kept on doing what they were doing, according to “Defined Contribution Plan Participants’ Activities, 2018” ... READ MORE

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