While apprehension about automation is pervasive throughout the industry, a recent Vanguard study of investors should put financial advisors at ease.
In “Quantifying the investor’s view on the... Read More
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BY Ted Godbout | 3/14/2022
While many small-to-medium size employers don’t offer financial wellness benefits, the results of a new survey suggest there’s a clear contrast between those with a benefit and those without.... Read More
BY Nevin E. Adams, JD | 3/11/2022
So, the end of the first quarter of 2022 may still be a couple of weeks off—but this week we took a quick peek inside those planning folders and PowerPoints…
As for what’s on those agendas:
77... Read More
BY Ted Godbout | 3/11/2022
The “build it and they will come” concept is not as simple for employer-sponsored financial wellness initiatives as it is for a baseball field, according to a new issue brief from EBRI. ... Read More
BY Nevin E. Adams, JD | 3/7/2022
So, the end of the first quarter of 2022 may still be a couple of weeks off—but this week, we’d like to know what you have on tap—and what you think will be high on the mind(s) of your committees... Read More
BY Ted Godbout | 3/7/2022
Too few Americans have calculated what it will take to be able to retire at their current lifestyle, J.P. Morgan Asset Management suggests in its annual Guide to Retirement.
In its 10th... Read More
BY Ted Godbout | 2/28/2022
For plan sponsors wondering what they can do to help diverse workers increase their retirement savings, a new paper outlines plan features and strategies that can help bolster savings for underserved... Read More
BY Nevin E. Adams, JD | 2/22/2022
My decision as to whether or not to save in my workplace savings plan wasn’t long or complicated.
Yes, I had to actully fill out a form, and yes, I actually had to figure out how to invest... Read More
BY NAPA Net Staff | 2/11/2022
In addition to helping employees save for the future, health savings accounts are a must-have benefit that can help employers not only with reducing health costs, but also with recruitment and... Read More
BY Alex Assaley | 1/27/2022
As American Retirement Association CEO Brian Graff likes to say, “The 401(k) is a savings plan!” Through the end of 2021, NAPA and our parent association, the ARA, has worked continuously with... Read More
BY Ted Godbout | 1/26/2022
The ability of DC recordkeepers to build accurate, detailed participant profiles is key to serving clients’ overall financial needs, a new report from Cerulli suggests.
With... Read More
BY NAPA Net Staff | 1/19/2022
In their feature article in the latest issue of NAPA Net the Magazine, Alice Palmer, Fred Reish, Bruce Ashton and Brad Campbell outline ways to meet the challenges inherent in implementing... Read More
BY Ted Godbout | 1/12/2022
In a recent survey, many workers report that their financial wellbeing has improved in the past year—but also say that the pandemic has taken its toll and they want support from their employers.... Read More
BY Nevin E. Adams, JD | 11/19/2021
A new report claims that the so-called 4% rule of retirement spending needs adjustment—the media all seems atwitter (literally). This week we asked NAPA Nation to weigh in.
The 59-page report by... Read More
BY John Iekel | 11/19/2021
The recent past and the challenging present have had a variety of consequences for retirement plans and participants. A panel of experts in a recent webinar discussed where we are and what can be... Read More
BY Ted Godbout | 10/29/2021
New research finds that in a year of widespread isolation due to the pandemic, remote and virtual meetings resulted in connecting with more plan participants because of greater flexibility and... Read More
BY Nevin Adams & Hattie Greenan | 10/28/2021
It’s been said that a committee is a group that keeps minutes and loses hours, but the reality is that they are an essential element in assuring prudent retirement plan operation and administration—... Read More
BY NAPA Net Staff | 10/7/2021
BlackRock unveils a new in-plan retirement income option—and five large plan sponsors are already “in.”
According to a press release, those five large plan sponsors (which include the... Read More
BY NAPA Net Staff | 9/22/2021
OneDigital has launched Complete Retirement Solution for Small Business, a comprehensive offering aimed at providing institutional-quality financial benefits and personalized... Read More
BY Ted Godbout | 9/17/2021
Amid the fallout from the pandemic, HR directors are stretched thin and depend heavily on their advisors—but sometimes they’re not on the same page, according to plan sponsor executives at this week’... Read More
BY John Ortman | 9/16/2021
The COVID-19 pandemic cast a spotlight on financial wellness as an essential workplace benefit. How can advisors identify and harness the opportunities created by the growing interest in financial... Read More
BY Ted Godbout | 9/13/2021
Amid the rapidly changing regulatory and investigative initiatives at the Department of Labor and IRS, plan advisors can serve their clients well by helping them stay ahead of the curve, a panel of... Read More
BY Ted Godbout | 9/1/2021
Investors increasingly expect their financial advisors to provide more comprehensive and personalized wealth offerings, with products that cut across wealth, insurance and banking, and align more... Read More
BY Ted Godbout | 7/20/2021
As Baby Boomers enter retirement and look to structure transfers of accumulated wealth, a new report suggests that advisors need to be prepared to ensure the transition is as smooth and as tax-... Read More
BY Robert M. Kaplan | 7/14/2021
Just like you, I have been seeing more and more articles on Roth conversions using terms such as “Backdoor Roths” or “Mega Roths.” The concept is neither new nor, until recently, particularly... Read More
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