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BY Ted Godbout | 7/10/2019
Closely correlated in the minds of plan sponsors, consolidating platforms and streamlining the advisor experience once again rank as the highest priorities, according to a new report by Cerulli... Read More
BY Ted Godbout | 4/26/2019
It’s easy to assume that if everyone did their part individually, a team would function smoothly and efficiently, but group dynamics, synergy and demographics all can either contribute or detract... Read More
BY NAPA Net Staff | 4/25/2019
Plan sponsors are looking for new ways to invest in their professional development – and there’s a new way that CPFA and QPFC holders can help fill that gap. As announced at the 2019 NAPA 401(k)... Read More
BY David Levine | 1/31/2019
Advisors have long played a key role in advising plan sponsors and their employees on their 401(k) plans. However, as the role of advisor has continued to evolve, another area has garnered a lot of... Read More
BY NAPA Net Staff | 1/22/2019
Here’s your chance to help honor their education excellence with the retirement industry’s premier retirement plan communication award.The Plan Sponsor Council of America (PSCA), part of the American... Read More
BY NAPA Net Staff | 1/7/2019
The start of a new year is an opportune moment to take stock of the way things are done and consider new approaches. A benefits-related organization offers some ideas of things employers should... Read More
BY Ted Godbout | 12/18/2018
Employers continue to show widespread interest in providing financial wellness programs to improve worker well-being and reduce financial stress, but there’s little agreement on what makes up a... Read More
BY Nevin E. Adams, JD | 11/27/2018
Last week, Senate Democrats unveiled a bill that would, among other things, enhance the Saver’s Credit – a provision which retains bipartisan support, even as the take-up rate disappoints. Here are... Read More
BY NAPA Net Staff | 9/10/2018
Since 1999, written investment policy statements have become far more common. Severe equity market downturns, along with litigation alleging that participants experienced disproportionate losses from... Read More
BY Ted Godbout | 8/23/2018
Witnesses at a U.S. Senate hearing addressed industry efforts to improve financial literacy and offered a number of policy solutions to alleviate financial stress and improve retirement security.The... Read More
BY NAPA Net Staff | 8/8/2018
An industry-leading benchmark study of non-qualified deferred compensation (NQDC) plans finds that those plans continue to provide a competitive edge in attracting and retaining key employees – an... Read More
BY Nevin E. Adams, JD | 7/24/2018
In my experience, two big plan sponsor questions loom over financial wellness.The first – and this one gets answered many ways – is “what do you mean by financial wellness?” The other – and there’s... Read More
BY Ted Godbout | 6/25/2018
New policies are needed to address retirement savings access and portability issues that Millennials and other generations face as part of the growing gig economy, according to panelists at a Capitol... Read More
BY Steff Chalk | 6/14/2018
As if the distracting Department of Labor fiduciary-buzz over the last 10 years were not enough, the advisor community now faces the reality that retirement plan participants are also living longer... Read More
BY John Iekel | 5/11/2018
Financial wellness programs' benefits to employees are obvious, but a session at the recent PSCA annual conference offered proof that they boost an employer’s financial wellness too.In his “... Read More
BY John Iekel | 5/4/2018
Communicating with participants is bread and butter stuff – a reminder that in the end, benefits administration is about real people. Benefits administrators from two employers in a May 1 session of... Read More
BY Ted Godbout | 4/16/2018
Not convinced yet that health savings accounts should be incorporated in your retirement savings conversation with clients? Panelists at a workshop session on the opening day of the 2018 NAPA 401(k)... Read More
BY NAPA Net Staff | 3/20/2018
How would you like a copy of the industry’s leading resource on non-qualified plan design and administration? What if it were free?The Plan Sponsor Council of America (PSCA) is currently conducting a... Read More
BY Ted Godbout | 10/19/2017
While plan sponsors express a high level of satisfaction with their retirement advisors, that satisfaction does not necessarily translate to commensurate levels of loyalty, according to a new white... Read More
BY Nevin E. Adams, JD | 9/12/2017
A recent ad campaign focuses on the distinction between identifying a problem and actually doing something about it.In one version a so-called “dental monitor” tells a concerned patient that he has “... Read More
BY Brian Graff | 7/17/2017
The debate over our nation’s health care policy has consumed the first few months of the 115th Congress and shows no signs of abating. While it may have faded from the headlines for the moment, House... Read More
BY Ted Godbout | 6/26/2017
Finding more holistic, intertwined financial management solutions to help Millennials tackle their student loan debt and assist them in saving more effectively for retirement was a key takeaway at a... Read More
BY Nevin E. Adams, JD | 6/13/2017
Several years back the concept of “wellness” crept into benefits planning. More recently, HR’s affinity for that wellness concept has been expanded upon by the concept of financial wellness. But as... Read More
BY Ted Godbout | 6/7/2017
Retirement plan providers should focus on education, retirement readiness tools, situational guidance and “next-best-step” trigger events to help workers become better prepared for retirement, a new... Read More
BY Nevin E. Adams, JD | 6/6/2017
Most of the debate about the fiduciary regulation has been focused on the cost of bad advice. But there’s another side to the issue.Years ago, as a plan fiduciary of another firm’s 401(k) plan, I... Read More