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Inside NAPA

Why I Advocate for Advocacy, by Renee Scherzer (Fall 2023)
Each of us has the obligation and opportunity to carry our message to lawmakers on the Hill.

Our Four Major Initiatives for the Months Ahead, by Renee Scherzer (Summer 2023)
Individually, each of us makes an impact through our work, but when done together, the real difference is made.

Thanks, Nevin!, by Corby Dall (Winter 2022)
Congratulations to Nevin Adams as he begins his journey into retirement—or at least his version of it.

The Coming 401(k) Transformation, by Alex Assaley (Winter 2021)
More employees are asking for help with their full financial picture—and retirement plan advisors, vendors and service providers are delivering.

ARA’s Wonder Women by Nicolle Corning (Winter 2020) 
Meet the ARA Women in Retirement Council!

The Advisor Experience, by Nevin E. Adams, JD (Winter 2019)
The 2020 NAPA 401(k) Summit: the one retirement advisor event you can’t afford to miss!

Taking the Stage by Nevin E. Adams, JD (Fall 2019)
There’s something remarkable about the current leaders of the ARA’s “sister” organizations.

Tour Guide, by Nevin E. Adams, JD (Spring 2019)
Join us on a 'virtual' tour of the new NAPA-Net website. 

Inside the Retirement Industry

Help or Hype: AI’s Impact on the Retirement Plan Space, by John Sullivan (Fall 2023)
Global adoption of artificial intelligence in all industries is happening at a breakneck pace—the retirement plan space included. It’s not a question of if, but how, it will affect plan advisors, sponsors, and participants. We spoke with top advisors and experts about what to expect.

A Different Benefits Lens, by Judy Ward (Fall 2023)
What’s behind the rising interest in non-traditional benefits, and does it impact advisors?

Help Plan Participants Avoid Their Retirement Income Nightmare, by Nicole Corning (Fall 2023)
When it comes to educating ourselves as advisors about lifetime income products, there are specific areas on which to focus: process, portability, fees, and features.

Sun, Fun & San Diego! 2023 NAPA 401(K) Summit Recap, by Ted Godbout, Nevin Adams and John Sullivan (Summer 2023)
The ‘best Summit yet’ took place in the beautiful SoCal city in early April. It set a high bar and will be tough to beat, but we’re up for the challenge.

What to Love (& Fear) About SECURE 2.0 Now, by John Sullivan (Spring 2023)
It’s complex, confusing, and filled with opportunities for advisors, plan sponsors, and—importantly—participants. What should retirement plan professionals watch, and watch out for, in the landmark legislation? Our experts weigh in.

Inflation’s Long Shadow, by Judy Ward (Fall 2022)
Inflation spike spurs interest in, concerns about, retirement income.

Advisor Alliances, by Judy Ward (Summer 2022)
Advisor allies talk about 10 ways wholesalers can help you work more efficiently—and effectively.

‘Out’ Takes—New Solutions for an Old Problem, by Judy Ward (Spring 2022)
Will a new generation of products finally gain traction in the market?

The Battle Ahead, by Judy Ward (Fall 2021)
Advisors and recordkeepers both want financial wellness business. Who will get it? 

‘Aces’ High, by Nevin E. Adams, JD (Summer 2021)
Our Top 100 Retirement Plan Advisors Under 40 

Teams Work!, by Nevin E. Adams, JD (Spring 2021)
NAPA’s 2020 top advisor teams and multi-office firms. 

Breaking the Barriers, by Judy Ward (Spring 2021)
COVID has widened existing gaps in retirement readiness of people of color. Here’s why—and what can be done to help. 

‘Leading’ Indicators, by Judy Ward (Winter 2020)
Top Women Advisors talk about how they lead in complicated times.

Georgia on Our Minds, by Ted Godbout (Winter 2020)
What might the 2020 elections mean for retirement policy?

When the ‘Going’ Gets Tough, by Judy Ward (Fall 2020)
Six Top 10 DC Wholesalers talk about adapting to the new normal.

What Next? by Judy Ward (Summer 2020)
Eight of the nation’s top young retirement plan advisors talk about how they’re helping sponsors during this unprecedented time.

Data-Driven by Judy Ward (Summer 2020)
The use of participant data for provider marketing has become a hot topic.

‘SECURE’ Acts by Larry E. Crocker & Jordan D. Mamorsky (Summer 2020)
Best practices for plan sponsors to address cybersecurity concerns.

A More SECURE Retirement? by Ted Godbout (Spring 2020)
The SECURE Act is already having a major impact on the retirement industry. Are you prepared? 

Guaranteed Retirement Income: The Impact of the SECURE Act by Fred Reish and Bruce Ashton (Spring 2020)
The new legislation provides solutions to several fiduciary concerns about providing guaranteed retirement income options in DC plans. 

The ‘Win’ Beneath Your Wings by Judy Ward (Fall 2019)
Wholesalers can help you navigate the changing advisory business. Here are our 2019 Top Wholesalers as chosen by NAPA members.

Capitol ‘Hail’ by Nevin E. Adams, JD (Fall 2019)
This year’s NAPA D.C. Fly-In Forum was a resounding success – again.

Full Court ‘Press’ by Nevin E. Adams, JD (Fall 2019)
Three ERISA cases are now pending before the Supreme Court. How will those decisions impact plan fiduciaries?

(If I Knew Then) What I Know Now, by Judy Ward (Summer 2019)
Nine lessons learned from the 2019 Top Young Retirement Advisors.

Once More, With Feeling, by Ted Godbout and John Iekel (Summer 2019)
Before moving on to Orlando, the NAPA 401(k) Summit rocked Vegas once again.

Practice Management

Look Out for the Little Guy, by John Sullivan (Summer 2023)
Technology, SECURE 2.0, and state-based plans—if they aren’t enough to get advisors more interested in small business retirement plans, a looming federal threat should. Here’s the business and moral case for targeting this market segment—especially now.

Nonqualified Know-How, by Judy Ward (Spring 2023)
Seven Aces talk about how to work effectively with deferred compensation plans.

Team-Binding, by Judy Ward (Winter 2022)
Ten top women advisors talk about keys to building—and keeping—an advisory team together.

QDIA 2.0?, by Judy Ward (Fall 2021)
Could managed accounts replace target date funds as QDIA in many plans? 

Acquisition Strategies, by Judy Ward (Fall 2021)
Five Advisor Allies share what they’re seeing with advisory practice consolidation. 

The COVID Comeback, by Nevin E. Adams, JD (Summer 2021)
Advisor practices pivot in response to the strictures of the pandemic and lay the groundwork for a return to a new and better “normal.” 

‘False’ Pretenses, by Judy Ward (Summer 2021)
Here are eight ways to help thwart fraudulent theft of participants’ assets. 

PEP Talk, by Judy Ward (Fall 2020)
Will Pooled Employer Plans be a game-changer? Maybe not.

2020 Foresight, by Nevin E. Adams & Jack Towarnicky (Fall 2020)
Getting a “fix” on fixed income. 

Team Spirit by Judy Ward (Spring 2020)
Building, reinforcing, and rewarding a team for tomorrow’s advisory business. Includes NAPA’s top DC advisor and multi-office teams. 

Coaching the Coaches by Judy Ward (Spring 2020)
How mentoring has helped shape six of NAPA’s Top Women Advisors. Includes NAPA’s latest list of top women advisors. 

Non-Profit Able, by Judy Ward (Winter 2019)
Six ways you can make a difference for 403(b) plans and their participants.

Rollover Recommendations Under the SEC’s Best Interest Standard, by Joshua J. Waldbeser and Fred Reish (Winter 2019)
What’s changed, what hasn’t changed, and what should advisors be doing now?

Where there’s Smoke by Judy Ward (Fall 2019)
The complexities of working with cannabis companies sponsoring a 401(k) plan.

Declaration of Independence, Judy Ward (Summer 2019)
Here’s how independent plan advisory firms can succeed in an era of consolidation. 

The North Star by Judy Ward (Spring 2019)
How to think about what stewardship means for your advisory practice.

Recommending Rollovers by Joshua Waldbeser & Fred Reish (Spring 2019)
Here's what the SEC's Reg BI asks advisors to do regarding rollovers.

Investment Management

Special Supplement: ESG Investing (Summer 2021)

The Illumination of ESG, by Judy Ward (Winter 2020)
New thinking on its use in 401(k) plans emerges, while the DOL takes a closer look.

Missing the Target? by Judy Ward (Winter 2019)
Target date funds still have differences that could impact their volatility in the next big downturn.

 

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