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
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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
BY John Iekel | 3/22/2017
What do plan sponsors look for in an advisor? What services do they need and value? At a March 20 session of the 2017 NAPA 401(k) Summit, a panel of plan sponsor execs pulled back the curtain.Led by... Read More
BY John Ortman | 3/21/2017
How do you guide a plan committee – keep it focused and productive, while minimizing the forces that can undermine it? Three industry execs shared best and worst practices at a March 20 NAPA 401(k)... Read More
BY Ryan Tiernan | 3/3/2017
Why do people underutilize health savings accounts — and what as advisors can we do about it?Saving for greens fees and booking travel to visit the grandkids may not be easy, but spending those... Read More
BY John Iekel | 2/6/2017
At a Feb. 3 U.S. Chamber of Commerce conference, “The Shifting Paradigm of Retirement,” a panel of experts addressed the changing dynamics of the workforce and financial wellness. “We know that... Read More
BY NAPA Net Staff | 2/1/2017
While HSAs aren’t normally thought of as a retirement vehicle, the DOL broadened the scope of the rules to include these plans due to their long-term savings and investment aspects. A new report... Read More
BY Nevin E. Adams, JD | 1/17/2017
People often talk about the significance of the “free” money associated with the company match in retirement savings – but there’s another source of “free” money that is often overlooked.I’m talking... Read More
BY NAPA Net Staff | 11/29/2016
Nearly 90% of financial services executives in the retirement income market think that the DOL fiduciary rule will lead more people to keep their money in DC plans, creating “permanent participants... Read More
BY Nevin E. Adams, JD | 11/1/2016
There’s an old saying: “You can lead a horse to water, but you can’t make him drink.” It’s the lament of many a retirement plan advisor who has tried to persuade an employer to offer a workplace... Read More
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