While advisor-managed accounts (AMAs) are relatively new to the DC market, they have gained some traction among providers over the past two years, according to a new report.
This is... Read More
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Client Services
BY NAPA Net Staff | 6/21/2021
The who, what, when and how many of retirement plan committees, as well as some best practices.
It’s been said that a committee is a group that keeps minutes and loses hours, but... Read More
BY John Iekel | 6/18/2021
In a recent Plan Sponsor Council of America (PSCA) webcast, industry experts offered ways to approach employees about HSAs and strategies to be more effective in helping them meet... Read More
BY Rebecca Hourihan | 6/16/2021
We all have a cousin, friend or neighbor who has no clue what you do but always has “an idea” for you. This person usually bends your ear at Thanksgiving or calls you out of the blue to ask about... Read More
BY Nevin E. Adams, JD | 5/24/2021
At the recent Plan Sponsor Council of America National Conference, Erin Lowry, author of the Broke Millennial book series, offered insights on better communication with younger workers... Read More
BY NAPA Net Staff | 5/10/2021
Putnam Investments has launched TargetDateVisualizer to help advisors better guide retirement plan sponsors in selecting target date funds and collective investment trusts (CITs) based on specific... Read More
BY Dan Long and Andy Larson | 5/4/2021
The primary goal of ERISA plans is to help participants secure retirement income. Surprisingly though, the section 404(c) and Qualified Default Investment Alternative (QDIA) safe harbor rules... Read More
BY NAPA Net Staff | 4/21/2021
So, technically, it’s not a “rule”—but after years of debate, hearings, comments, litigation and preparation, there are some new rules regarding investment advice—and some help for retirement plan... Read More
BY Judy Ward | 4/20/2021
The COVID-19 pandemic has widened existing gaps in retirement readiness of people of color. In her cover story for the latest issue of NAPA Net the Magazine, Judy Ward explores why—and what can be... Read More
BY Judy Ward | 4/20/2021
In a feature article from the latest issue of NAPA Net the Magazine, Judy Ward outlines eight ways to help thwart theft of participants’ assets.
There’s been lots of talk lately about the... Read More
BY Nevin E. Adams, JD | 4/13/2021
An important decision, made in minutes.
No, that’s not retirement plan savings—though various consumer surveys have suggested that many spend more time mapping out their annual vacations than how... Read More
BY Ted Godbout | 4/13/2021
Emergency sidecar savings vehicles added on to workplace retirement programs can be a potentially valuable tool to help Americans weather financial storms, according to a new report. ... Read More
BY NAPA Net Staff | 4/5/2021
HUB Retirement and Private Wealth rolled out a new offering last week—specifically aimed at providing a competitive alternative for employers confronted with a state-run IRA mandate.
The offering—... Read More
BY Ted Godbout | 4/2/2021
The popularity of virtual and self-service 401(k) educational sessions has grown since the start of the pandemic, but apparently that trend was accelerating even before then.
According to new data... Read More
BY Ted Godbout | 3/24/2021
The Saver’s Credit is available to eligible taxpayers who are saving for retirement through a qualified retirement plan at work or in an IRA, yet it seems that every year millions of Americans... Read More
BY NAPA Net Staff | 3/5/2021
Building on its existing financial wellness offerings, Voya Financial has entered into a new strategic relationship with Millennium Trust to provide workplace clients with an emergency savings... Read More
BY Steff Chalk | 12/21/2020
Retirement plan advisors now conduct business amid a pandemic. Despite the incessant newsfeeds, updates and interviews with a plethora of experts, no one is certain if we are halfway into the... Read More
BY Ted Godbout | 12/7/2020
A new study finds that nearly 6 in 10 defined contribution advisors (58%) agree that the COVID-19 pandemic is thwarting the growth of their DC business.
Consequently, as... Read More
BY Nevin E. Adams, JD | 11/10/2020
Recent reports of 401(k) thefts and an ongoing concern about cybersecurity (should) have everybody on the alert. Here’s some things you, your plan sponsor clients, and their participants... Read More
BY NAPA Net Staff | 9/15/2020
Health benefits advisory firm and HSA provider TILT has announced a new partnership with eHealth, Inc., that will allow TILT users to easily compare employer-sponsored health plans with options... Read More
BY Jordan Mamorsky and Larry Crocker | 8/31/2020
EDITOR'S NOTE: This article first appeared in the summer 2020 issue of NAPA Net the Magazine.
A paradigm shift is occurring in the management and administration of retirement plans that is... Read More
BY John Iekel | 7/27/2020
There’s still a lot of 2020 left to go. But 2021 is fast approaching, and a July 22 Plan Sponsor Council of America (PSCA) webcast offered tips on preparing for next year.
In “Year-End Checklist:... Read More
BY Nevin E. Adams, JD | 7/21/2020
If you think planning for retirement is complicated… how about planning a landing on the moon?
This week marks the 51st anniversary[i] of the first manned landing on the moon. Magical as... Read More
BY NAPA Net Staff | 7/21/2020
intellicents has announced that it is teaming up with Empower on a new service for employer plan sponsors that want to offer their employees an expanded benefit that takes into consideration... Read More
BY John Iekel | 7/15/2020
A recent Plan Sponsor Council of America webinar discussed issues affecting nonqualified plans during the time of COVID-19.
Bruce J. McNeil, Partner, Stoel Rives LLP; E. Matthew Maier, Vice... Read More
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