While a lot of progress has been made in helping people save more for retirement, there are still a lot of concerns that go beyond the retirement plan that can have negative effects in the workplace... Read More
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Business Growth Strategies
BY NAPA Net Staff | 9/4/2020
The trend of recordkeeper consolidation continues amidst the COVID-19 pandemic.
EdgeCo Holdings, L.P. has entered into a definitive agreement with Unified Trust Company, N.A. to become part of its... Read More
BY Ted Godbout | 8/10/2020
While the COVID-19 pandemic has tested the resilience of their digital capabilities and communication plans, advisors that capitalize on the changes may see new and unique opportunities, according to... Read More
BY Rebecca Hourihan | 2/25/2020
As a successful retirement plan advisor, you understand the business and how to service clients. However, from time to time there are opportunities to improve your win ratio. Here are seven ideas to... Read More
BY John Iekel | 11/13/2019
The 457(b) market may not draw as much attention as its flashier DC plan cousins, yet its market includes millions of people and entails nearly $1 trillion in assets. A recent webinar offered a look... Read More
BY Ted Godbout | 8/28/2019
Assets in collective investment trusts (CITs) have grown significantly in recent years, but providers will need to address certain shortcomings to maintain that growth, says a new report.... Read More
BY Nevin E. Adams, JD | 8/27/2019
An industry-leading benchmark study of non-qualified deferred compensation (NQDC) plans finds a shift in emphasis for what has become an increasingly critical benefit for key employees.
Employers... Read More
BY Ted Godbout | 8/9/2019
While it’s not exactly been a smooth road over the past couple of decades, a new report says an even bumpier ride could be ahead for recordkeepers.
The report, “Long-term value creation in U.S.... 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... Read More
BY John Iekel | 4/9/2019
Mergers and acquisitions are a normal part of corporate life. They bring opportunity, but they also pose challenges – and that applies to retirement advisors as well. “Merging Markets: Effective... Read More
BY Ted Godbout | 4/8/2019
For plan advisors looking to take their business to the next level, the power of technology aggregation can have tremendous benefits, advised panelists featured in an April 7 workshop session at the... Read More
BY Scott Gaul | 3/14/2019
Imagine if you had to build a puzzle and all the pieces have no corner pieces, no edge pieces and are all the same color? It would really be hard to put it together and quite honestly, you’d probably... Read More
BY Ted Godbout | 3/12/2019
A top fear in retirement is out-of-control healthcare costs, but a new survey finds few business owners fully understand the benefits and operations of health savings accounts (HSAs).
More... Read More
BY NAPA Net Staff | 2/5/2019
Advisors, plan sponsors and participants looking to get schooled on financial wellness now have a new resource.
According to a press release, intellicents has introduced intellicents university as... Read More
BY NAPA Net Staff | 1/7/2019
Triad Advisors, LLC, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc., Resources Investment Advisors, LLC have jointly announced the successful recruitment of Retirement... Read More
BY David Levine, JD | 11/8/2018
So-called “open” multiple employer plans (MEPs) allow multiple unrelated and unaffiliated employers to participate in a single plan that is recognized as such by both the IRS and DOL purposes. In... Read More
BY NAPA Net Staff | 9/24/2018
Executive comp was once the focus of nonqualified plans, but these days the emphasis is on “mission critical” workers. Nonqualified plan designs offer a unique opportunity for collaborative... Read More
BY NAPA Net Staff | 9/24/2018
Executive comp was once the focus of nonqualified plans, but these days the emphasis is on “mission critical” workers.Nonqualified plan designs offer a unique opportunity for collaborative... Read More
BY Michael Daley and Tom McKenna | 9/20/2018
It’s no secret that health care costs are being felt across the country – and that affording quality health care has become a universal issue.Employees are becoming more responsible for a larger... Read More
BY Steff Chalk | 8/30/2018
As industry practitioners and retirement plan specialists we maintain more than a passing interest in seeing that plan participants are collectively progressing toward achieving better outcomes.“... Read More
BY Adam Sokolic | 8/23/2018
“What tidal wave?” you ask…? The data is telling us that the wave of consolidation that has taken hold in other parts of the retirement business is rapidly heading towards the retirement plan... Read More
BY NAPA Net Staff | 7/12/2018
Millennium Trust Company has entered into an agreement to acquire The Bancorp Bank’s automatic rollover business for $65 million.According to a press release, The Bancorp, Inc. will transfer all of... Read More
BY Jewell Lim Esposito | 2/1/2018
A growing number of plan advisors are salivating over the next big thing: being able to have not only retirement assets under management, but also all the assets that their clients’ employees might... Read More
BY NAPA Net Staff | 8/22/2017
Tampa, FL-based investment advisor CapTrust Advisors has joined the CAPTRUST family.The combined organization will now operate in 34 offices nationwide and advise on more than $243 billion in client... Read More
BY NAPA Net Staff | 12/15/2016
Advisors and plan sponsors should be taking advantage of the “low-hanging” opportunities that still exist, says industry insider Steff Chalk.In his most recent column in NAPA Net the Magazine, Steff... Read More
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