There are lessons in positioning and behavioral finance that we “learned” years ago with 401(k)s that might still be holding back the effective utilization of health savings accounts.
I was... Read More
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Client Services
BY NAPA Net Staff | 7/9/2020
While there are many facets to a successful retirement plan, none is more valued by plan sponsors than getting participants on track—and with current work arrangements, effective outreach is more... Read More
BY NAPA Net Staff | 5/12/2020
MassMutual in collaboration with NextCapital announced that it will offer a new managed advice solution that allows for greater personalization of retirement plan investment strategies. ... Read More
BY John Iekel | 4/3/2020
The challenges surrounding missing participants are growing. A recent Plan Sponsor Council of America (PSCA) webcast outlined what that means for plans and what plan sponsors and administrators can... Read More
BY NAPA Net Staff | 4/2/2020
To support the financial needs of American retirement investors affected by the COVID-19 outbreak, Empower Retirement is waiving fees for some transactions.
The Denver-based firm announced April 2... Read More
BY NAPA Net Staff | 3/18/2020
Voya Financial, Inc. has announced a new strategic relationship with student loan benefit technology provider Vault.
According to a press release, Voya will offer Vault’s platform as an optional... Read More
BY Ted Godbout | 2/7/2020
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 many are still unaware of it. ... Read More
BY John Iekel | 11/15/2019
Automated emergency savings plans, a new kind of benefit that provides an additional way for employees to save for future expenses, may offer benefits beyond achieving that goal – including reducing... Read More
BY NAPA Net Staff | 10/23/2019
Cetera has announced that 401(k) participant advice is now available to clients of Cetera’s advisors through its new fee-for-service payment model.
According to a press release, with the... Read More
BY Ted Godbout | 10/18/2019
New survey results by HealthSavings Administrators finds that employers overwhelmingly outpace benefits professionals in viewing HSAs as a retirement planning tool.
The survey of 270... Read More
BY NAPA Net Staff | 10/10/2019
A new offering purports to make it easier for participants to save… while they spend.
EvoShare, a microsavings technology company, and Paylocity, a cloud-based provider of payroll and human... Read More
BY Nevin E. Adams, JD | 10/1/2019
Financial wellness – it remains a hot topic among advisors – but among plan sponsors?
For all the coverage that the subject engenders – and it’s considerable in this space – it’s not unusual to... Read More
BY Nevin E. Adams, JD | 8/13/2019
We really hadn’t been focused on making a change, though the subject had come up from time to time.
In fact, considering how long we had been thinking about making a change without actually... Read More
BY NAPA Net Staff | 8/7/2019
In surveys by a wealth management tech services firm, 26% of advisors ranked “overconfidence” – that is, the tendency to overestimate their own skills and accuracy – as the top behavior that affects... Read More
BY NAPA Net Staff | 8/5/2019
A pair of retirement plan service providers have combined forces, as PCS Retirement, LLC has acquired Aspire Financial Services.
According to a press release, the combined, 300-person organization... Read More
BY John Iekel | 8/1/2019
Missing participants, and the problems they cause, are becoming a more prominent problem for plan administrators, argues ERISA attorney Heather B. Abrigo.
“It’s really come to the... Read More
BY Nevin E. Adams, JD | 7/23/2019
A recent federal court decision should remind us all of the importance of plan committee education.
The case involved a suit by participants in the SunTrust 401(k) plan (see Is Fiduciary... Read More
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, JD | 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
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