A new Cerulli report argued that application programming interfaces (APIs) that enable seamless transmission of data within the wealth stack are increasingly important.
“As financial... Read More
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Future Focus
BY John Sullivan | 10/5/2023
BY John Sullivan | 9/29/2023
Fraud involving faulty distributions and takeovers of client accounts and retirement plans is an ongoing concern, and the anxiety over potentially losing savings that took a career to build... Read More
BY John Sullivan | 9/7/2023
SECURE 2.0 made it easy(er) for small businesses, in particular, to start and fund a retirement plan. Whether through the Starter 401(k), small employer tax credits, and other incentives,... Read More
BY John Sullivan | 8/31/2023
It’s generally accepted that financial and retirement plan advisors are typically well behind the technology curve—preferring a late adopter approach to avoid (among other things) compliance and... Read More
BY John Sullivan | 8/25/2023
Using artificial intelligence to scour, collect, process, and use Form 5500 data?
While most retirement plan firms and advisors are taking a wait-and-see approach to incorporating artificial... Read More
BY John Sullivan | 8/10/2023
Artificial intelligence (AI) is everywhere, no sectors spared—including long-term care planning—with AI and robots replacing (or at least heavily complementing) nurses and other eldercare workers.... Read More
BY John Sullivan | 8/3/2023
Robinhood’s big bet in the retirement savings space landed a lengthy feature in The Wall Street Journal in July, with the paper correctly noting the contrast with the online trading and... Read More
BY Nevin E. Adams, JD | 8/1/2023
I’ve been getting a lot of … comments … of late about my version of “retirement.”
I heard it both a couple of weeks back speaking at an event sponsored by The Standard—and again last week at the... Read More
BY John Sullivan | 7/28/2023
“Why aren’t we giving participants better income planning assistance?” Sheryl O’Connor rhetorically asked. “We should be helping them create plans in order to be better prepared when they leave.”... Read More
BY John Sullivan | 7/20/2023
There are fewer greater frustrations than developing a financial plan only to exclude held-away assets that can materially and significantly change the advisor’s recommendations (if they’re even... Read More
BY John Sullivan | 7/11/2023
Plan costs and an uncertain economic outlook are driving plan sponsors to look to digital recordkeepers, representing an opportunity to solve a need and unexpectedly disrupt the market.
The report... Read More
BY John Sullivan | 7/6/2023
The movement to auto-portability continued to grow on Thursday with the announcement that Principal Financial Group will join Portability Services Network (PSN) alongside TIAA, Empower, Fidelity,... Read More
BY John Sullivan | 6/30/2023
“Advisors are under attack,” Jay Jumper bluntly said. “Retirement plan providers are using their 401(k)-plan access to get the participants' other assets."
It's a variation of the who-owns-... Read More
BY John Sullivan | 6/23/2023
“Small market startups, that’s where the growth and opportunity are,” Stephen Daigle said. “It really comes down to how efficiently you can set them up. The reality is that small businesses and plans... Read More
BY John Sullivan | 6/16/2023
Small business tax credits contained in SECURE 2.0 make starting a 401(k) plan “essentially free,” a powerful incentive that offsets costs for employers who traditionally might have balked at the... Read More
BY John Sullivan | 6/9/2023
Digital retirement plan platform Vestwell has teamed up with Gusto, a payroll provider with 300,000+ business clients, to implement what the companies call a “360-degree” API-based... Read More
BY John Sullivan | 2/3/2023
The possibilities (and controversy) surrounding artificial intelligence (AI)—specifically ChatGPT—continue.
Supposedly on track to eventually replace writers, artists, and pretty much everyone,... Read More
BY John Iekel | 1/10/2017
Editor’s note: This is the second of a two-part series in which retirement industry insiders share their expectations for the coming year. Part 1, on the DOL fiduciary rule, can be found here. The... Read More
BY NAPA Net Staff | 12/21/2016
This year marks both the 10th anniversary of the Pension Protection Act and the unofficial 20th anniversary of advisors specializing in DC plans. So what’s in store for plan advisors as they begin... Read More
BY Nevin E. Adams, JD | 8/23/2016
Each year the good folks at Beloit College produce a “Mindset List” providing a look at the cultural touchstones that shape the lives of students about to enter college. So, in what ways will their... Read More
BY NAPA Net Staff | 4/13/2016
For most of us retirement is an event, perhaps a period of time, in the future. But what will the world of retirement planning look like then?At this year’s NAPA 401(k) Summit, our Closing General... Read More
BY Fred Barstein | 3/24/2016
While the industry axiom is that changes in the DC market start with the largest plans and move down market, there may be some outside forces that will affect smaller DC plans outside of larger plan... Read More
BY Fred Barstein | 12/8/2015
M Financial is arguably a different broker-dealer than most. It’s owned and run by their 150 member firms, many of which focus on the non-qualified COLI market, which gives them a different... Read More
BY Fred Barstein | 12/2/2015
Bo Bohannon, Manager of Retirement Plans Consulting at Raymond James, thinks that the pending DOL conflict of interest rules will have a major impact on BDs, especially what he calls the “accidental... Read More
BY Fred Barstein | 11/23/2015
Though regulations have, and will likely continue to, make it tough for the emerging plan advisors to work with DC plans, competition will put even more pressure to either partner with a specialist... Read More
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