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NAPA Net Staff
By NAPA Net Staff | 10/10/2013
Cogent Reports recently released their “DC Participant Planscape” report, which provides an in-depth look at the DC participant experience. Plan participants represent two areas of significant growth potential for full-service DC providers: maximizing assets through contributions and investment...
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By NAPA Net Staff | 10/7/2013
Last week’s top five most-read posts on NAPA Net reflected keen interest in the Beesly v. International Papers lawsuit’s $30 million settlement, new lows for record keeping fees, two top wire houses’ call to action on CFP compensation model reporting, LPL’s approach to the ‘blind squirrel’...
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By NAPA Net Staff | 10/3/2013
With the 2014 NAPA 401(k) Summit now just over five months away, the pieces of what promises to be a standout program are starting to fall into place. The latest news: two influential congressional insiders — Rep. Charles Boustany (R-LA) and former congressman Jim McCrery (R-LA) have signed on as...
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By NAPA Net Staff | 9/30/2013
Last week’s top five most-read posts on NAPA Net reflected keen interest in the phasing out of out-of-office emails; comments from Phyllis Borzi on DOL’s fiduciary rule, MEPs and advisor fees; the CFP website’s shift in reporting compensation models; FINRA’s approval of broker bonus disclosure...
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By NAPA Net Staff | 9/27/2013
Members of NAPA can now submit nominations for the 2014 NAPA Leadership Council. Two voting advisor members and one firm partner representative will rotate off the Leadership Council in 2014. The Nominating Committee is accepting nominations for the two open advisor seats. The Nominating Committee...
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By NAPA Net Staff | 9/25/2013
By Paul R. Samuelson, PhD and Warren CormierAsk any plan sponsor and they will tell you that maximizing (or at least enhancing) their participants’ retirement readiness is a key goal of offering a DC plan (along with being competitive in labor markets). Ask them how they plan to achieve this, plan...
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By NAPA Net Staff | 9/24/2013
Last week’s top 5 most-read posts on NAPA Net reflected keen interest in Phyllis Borzi’s comments on the state of the fiduciary definition rule, the NAPA DC Fly-in Forum, the DOL’s adoption of the IRS’ revenue ruling recognizing same-gender spouses, 5-year returns for funds crushed in the 2008...
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By NAPA Net Staff | 9/16/2013
Last week’s top five most-read posts on NAPA Net reflected keen interest in the potential impending 401(k) bidding war, postponement of the DOL’s fiduciary definition rule, the DOL’s claim to ownership over higher quality 401(k) plans, an AARP study showing increased demand for investment advice...
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By NAPA Net Staff | 9/10/2013
Last week’s top five most-read posts on NAPA Net reflected keen interest in a study asserting that the DB-to-DC plan switch has caused increased retirement wealth inequality, the increasing popularity of online advice, the formula for DC investment success, a big score for an advisor who used...
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By NAPA Net Staff | 9/3/2013
Last week’s top five most-read posts on NAPA Net reflected keen interest in T Rowe’s decision to make four funds on the 401(k) menu unavailable to many American Airlines participants, examining the potential impact of participant fee equalization, how the ‘ObamaCap’ would be impacted by rising...
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By NAPA Net Staff | 8/27/2013
Last week’s top 5 most-read posts on NAPA Net reflected interest in a liberal think tank’s proposal to abolish the current employer-based retirement system, Yale Law School’s statement asserting they are not responsible for Prof. Ian Ayres’ research, the possibility that Bank of America may...
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By NAPA Net Staff | 8/22/2013
Steve Jobs once said, “Design is not just what it looks like and feels like. Design is how it works.” When considering how well something works, first look at the desired outcome. Jerry Ripperger of The Principal outlines a useful framework for creating plan designs that produce desirable outcomes...
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By NAPA Net Staff | 8/19/2013
Last week’s top five most-read posts on NAPA Net reflected keen interest in ASPPA’s response to the dean of Yale Law School regarding Prof. Ian Ayers’ letters to plan sponsors, ING being ruled a fiduciary by a federal district court, what Prof. Ayres’ letters can reveal about the 5500 database, the...
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By NAPA Net Staff | 8/15/2013
Recent research in the U.K. by Aon Hewitt has unveiled the top five lessons learned by organizations that have already undergone the initial implementation process for auto-enrollment. Sophia Singleton, head of Aon Hewitt’s auto-enrollment specialist team, reports that, “it's clear from our clients...
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By NAPA Net Staff | 8/12/2013
Last week’s top five most-read posts on NAPA Net reflected keen interest in determining the appropriate fees for an employer to pay for its 401(k) plan, Marcia Wagner’s guidelines for a plan sponsor to properly conduct a plan cost review, Former Los Angeles Mayor Richard Riordan’s proposition to...
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By NAPA Net Staff | 8/8/2013
A recent survey found that the percentage of companies participating in the survey that offer employee health benefits for retirees dropped from 32% in 2007 to 25% in 2012. (Other surveys have reported much lower numbers.) To put this disparity in perspective, nearly two-thirds of employers offered...
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By NAPA Net Staff | 8/7/2013
Not only do individuals who take out 401(k) loans deplete their retirement savings by the sheer act of withdrawing money from their plan, but a recent report from New York Life confirms that those who take out 401(k) loans also contribute to their plan at a lower rate. The average contribution rate...
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