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NAPA Net Staff
By NAPA Net Staff | 12/6/2013
Wells Fargo has named Laurie Nordquist head of its Personal and Small Business Insurance (PSBI) division. Effective Dec. 16, Nordquist will lead a team dedicated to providing auto, home, renters, life and health and umbrella insurance products to consumers, as well as property, liability and other...
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By NAPA Net Staff | 12/6/2013
By Alexander G. Assely IIIEditor's Note: This is the first in a series of posts by speakers at the 2014 NAPA 401(k) Summit, March 23-25, 2014 in New Orleans.The world we live in today is not the world of our grandparents, or even our parents. We aren’t waiting for the mailman to bring us important...
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By NAPA Net Staff | 12/5/2013
With nearly half of American workers sitting on less than $10,000 in retirement savings, individuals simply aren't financially ready for retirement. Principal Financial has launched Principal® PlanWorks, which uses key design features to help put participants on a path to a more successful...
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By NAPA Net Staff | 12/4/2013
One of the best investments you can make is in your own professional development. If you’ve earned a financial industry designation, you know it’s an excellent way to broaden your expertise, keep up with the latest developments in your field and increase your credibility as a financial professional...
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By NAPA Net Staff | 12/4/2013
OneAmerica announces the launch of American United Life Insurance Company® (AUL)’s Secure Income Stream Annuity, a flexible deferred income annuity designed to provide consumers with a guaranteed lifetime income. The Secure Income Stream Annuity can be a flexible and valuable addition to a personal...
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By NAPA Net Staff | 12/3/2013
Not all broker dealers are created equal, especially when it comes to supporting plan advisors. Our list of broker dealers that have at least one person dedicated to the DC market has remained relatively stable, with few if any changes. This is surprising given the increased attention being paid to...
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By NAPA Net Staff | 12/2/2013
Last week’s top five most-read posts on NAPA Net reflected keen interest in NAPA’s new Top DC Wholesaler list, the likelihood the Supreme Court will rule on a stock drop case, Shlomo Benartzi’s IRA mobile app idea, new recommendations adopted by the SEC Investment Advisory Committee and challenging...
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By NAPA Net Staff | 12/1/2013
By NAPA Net Staff | 11/29/2013
LPL Financial and Millennium Trust have announced the integration of Millennium Trust's Automatic Rollover Solution to its Worksite Financial Solutions retirement planning services platform. LPL’s Worksite Financial Solutions provides a complete end-to-end solution for retirement plan sponsors and...
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By NAPA Net Staff | 11/26/2013
Drinker Biddle’s Oct. 1 webcast, “Surviving DOL Investigations of Plans,” raised so many questions that the firm’s employee benefits group will present a follow-up webcast, “Surviving DOL Investigations of Plans: Part II,” to address those questions and build upon the content from the original...
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By NAPA Net Staff | 11/25/2013
Last week’s top five most-read posts on NAPA Net reflected keen interest in the comparison of advisor salaries to other types of financial professionals, NAPA’s updated DC provider list, Morningstar’s new advisor rating system, a new video on Liability Driven Investments and why 401(k) jargon may...
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By NAPA Net Staff | 11/25/2013
SPX Corp. based in Charlotte, NC, has entered into an annuity buyout contract with MassMutual covering about 16,000 retirees. SPX plans to offer a lump-sum option to 7,500 vested former employees. MassMutual is expected to take over about $625 million in pension payments in April 2014. The pension...
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By NAPA Net Staff | 11/25/2013
With greater scrutiny by the DOL and more litigation resulting in settlements and judgments against plan sponsors and providers, including the recent International Paper case, it’s critical that plan advisors understand how to protect and inform their plan sponsor committees. In turn, many plans...
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By NAPA Net Staff | 11/22/2013
An annual retirement survey by BlackRock polls plan sponsors about their beliefs, attitudes and concerns in three major areas of opportunity for tapping the full potential of DC plans, clarifying key retirement concerns and driving better savings behavior. The 2013 survey uncovered three insights...
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By NAPA Net Staff | 11/22/2013
Pershing announced last week that it is integrating several popular third-party technology applications into its NetX360 platform for advisors. NetX360 will now offer portfolio management and rebalancing solutions from Blaze Portfolio and Portfolio Pathway, as well as Laser App forms management and...
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By NAPA Net Staff | 11/21/2013
Franklin Templeton Investments launched its first hedge fund mutual fund Nov. 18. The Franklin K2 Alternative Strategies Fund uses a multi-strategy, hedge fund-of-funds structure, managed by Franklin Templeton subsidiary K2 Advisors.Included in K2's initial manager lineup are hedge fund managers...
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By NAPA Net Staff | 11/19/2013
Toni Brown and John Doyle have joined the Los Angeles-based money manager Capital Group as senior DC specialists — newly created positions at the firm — according to Mark Steburg, SVP of business development. Brown is based in San Francisco and will focus on the West Coast business, while Doyle...
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