This is the time of year when in many parts of the country, the weather — and weather forecasters — dominate the nightly news coverage, certainly when the predictions are dire. Having lived in... Read More
Advertisement
Industry Trends and Research
BY NAPA Net Staff | 1/6/2014
Last week’s top five most-read posts on NAPA Net reflected keen interest in FINRA’s announcement that it will focus on IRA rollovers, Labor Secretary Tom Perez lobbying congress on the EBSA’s... Read More
BY John Iekel | 1/3/2014
Aging population + shrinking workforce = retirement funding challenges. Many countries face this equation, and the fact that the world’s most populous one is among them underscores how widespread... Read More
BY John Ortman | 1/3/2014
People who make a living serving the DC market should be forgiven if sometimes they feel like one of those cowboys in an old Western, when the bad guy yells, "Dance, Podner!"and the bullets fly every... Read More
BY NAPA Net Staff | 12/30/2013
Last week’s top 5 most-read posts on NAPA Net reflected keen interest in Ted Benna’s perspective on improving DC plans, the San Jose judge’s ruling that city workers’ pensions may not be cut, the... Read More
BY John Ortman | 12/30/2013
With $18 billion in AUM and robust existing infrastructure including personnel, expertise and technology, Edelman Financial Services’ “Edelman Online” service has a leg up on the competition in the... Read More
BY John Ortman | 12/30/2013
Drawing on his team’s experience over the last year, Tom Daley, founder and chief executive of The Advisor Center, predicts four recruiting trends in 2014:1. Advisers are choosing to join existing... Read More
BY John Ortman | 12/30/2013
Efforts by states and municipalities to address the crisis in public pension plans was judged the biggest story of the year by our friends at Pensions... Read More
BY John Ortman | 12/30/2013
Following a year in which sales were flat, 2014 could be a big year for variable and indexed annuities in terms of sales and product development, according to an InvestmentNews report. “The tail... Read More
BY John Ortman | 12/23/2013
Last week’s top five most-read posts on NAPA Net reflected keen interest in tips for plan sponsors in planning for 2014, another delay in the DOL’s fiduciary definition rule, HR professionals’... Read More
BY Fred Barstein | 12/23/2013
According to Morningstar’s 2013 report for the first 11 months of this year, Vanguard had 98% of all inflows into U.S. equity funds at $41.1 billion. The rest of the field had $1.1 billion. Though... Read More
BY Nevin E. Adams, JD | 12/23/2013
People are often grouped into two camps: optimists, who generally see the glass as half full; and those who are more pessimistic, who are said to view the glass as half empty.One of the most commonly... Read More
BY John Iekel | 12/20/2013
For advisors serving the DC market, knowing what plan sponsors hope to accomplish by making DC plans available to their employees can be the edge that helps them win a case or keep a client. A new... Read More
BY Fred Barstein | 12/20/2013
Though NAPA Net creates original content, especially on new regs, activity on Capitol Hill and inside the industry — as well as from our columnists like Nevin Adams, John Carl, Kathleen Biechert,... Read More
BY Fred Barstein | 12/20/2013
Mercer reviews the 10 issues that plan sponsors should be thinking about for 2014. This year, the big issues centered around outcomes, audits and PR risk. Next year, Mercer predicts that plan... Read More
BY Fred Barstein | 12/19/2013
No matter how you calculate it, retirement plan assets represent a significant percentage of Americans' wealth — growing 3.9% in the third quarter and reaching $21.7 trillion, according to the ICI.... Read More
BY Fred Barstein | 12/18/2013
Based on a study commissioned by Bank of America Merrill Lynch involving 1,000 companies of all sizes, it seems that U.S. companies are taking a greater role in helping their employees prepare for... Read More
BY NAPA Net Staff | 12/16/2013
Last week’s top five most-read posts on NAPA Net reflected keen interest in Morningstar’s estimation of the true cost of retirement, the “uneven” impact that revenue sharing can have on DC investors... Read More
BY Nevin E. Adams, JD | 12/16/2013
Ask any benefits manager why their organization offers benefits to their workers — or why they offer a 401(k) — and my experience suggests that the reliably consistent answer is “to attract and... Read More
BY John Ortman | 12/11/2013
Nearly half of all households that own traditional IRAs report that their IRAs include rollovers from employer plans, according to Investment Company Institute rresearch. Moreover, 85% of those IRA... Read More
BY Nevin E. Adams, JD | 12/10/2013
One of my favorite works of art is “A Sunday Afternoon on the Island of La Grande Jatte,” by Georges-Pierre Seurat. I was introduced to this painting in college via an art appreciation class at the... Read More
BY NAPA Net Staff | 12/9/2013
Last week’s top five most-read posts on NAPA Net reflected keen interest in the Detroit bankruptcy judge’s ruling, survey data on wholesalers’ role in advisor satisfaction, participant disclosure... Read More
BY Warren Cormier | 12/6/2013
In its 2013 annual report on advisors’ satisfaction and loyalty with record keepers, DCP and Boston Research Group identified the factors that matter most to advisors when deciding where to place... Read More
BY Fred Barstein | 12/6/2013
While states’ and cities’ struggles with their unfunded pension liabilities are front and center these days, the underlying issue of inadequate pension funding is more widespread — i.e., most... Read More
BY Rick Meigs | 12/5/2013
Many headlines over the past couple of years have pounded home the idea that America faces a retirement crisis. Much can be improved in our existing system, but as noted in a just-released white... Read More
Recent Comments