Last week’s top five most-read posts on NAPA Net reflected keen interest in NAPA’s new Top DC Wholesaler list, the likelihood the Supreme Court will rule on a stock drop case, Shlomo Benartzi’s IRA... Read More
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Industry Trends and Research
BY Nevin E. Adams, JD | 12/2/2013
In recent days, we have commemorated both the 50th anniversary of the assassination of President Kennedy and the 150th anniversary of Lincoln’s Gettysburg Address. Occasions such as these are natural... Read More
BY Nevin E. Adams, JD | 11/26/2013
When EBRI was founded 35 years ago, I was about six months into a job doing pension accountings for a large Midwestern bank. At the time, I didn’t realize I’d still be working with those kinds of... Read More
BY NAPA Net Staff | 11/25/2013
Last week’s top five most-read posts on NAPA Net reflected keen interest in the comparison of advisor salaries to other types of financial professionals, NAPA’s updated DC provider list, Morningstar’... Read More
BY John Ortman | 11/22/2013
It’s becoming increasingly common for older workers to move from a career job to a lower-paying “bridge” job prior to retirement, according to a University of Michigan Retirement Research Center... Read More
BY Fred Barstein | 11/21/2013
TDFs are all the rage in DC plans, becoming the go-to QDIA and gathering assets at an increasing rate. But does the “one size fits all” investment strategy for everyone born within five years of each... Read More
BY Fred Barstein | 11/19/2013
In a sense, many advisors work in a box — not knowing, for example, how well they are doing, especially when it comes to sales compared with their peers. If you sold five plans this quarter, is that... Read More
BY NAPA Net Staff | 11/18/2013
Last week’s top five most-read posts on NAPA Net reflected keen interest in the secrets of 401(k) millionaires, Bank of America’s decision to move its 401(k) plan in-house, New York’s investigation... Read More
BY Fred Barstein | 11/15/2013
How advisors interact with clients and the firms they expect to be competing against will change dramatically due primarily to technology, according to a Schwab survey of 821 smaller independent... Read More
BY John Ortman | 11/14/2013
In last week’s Reader Poll we asked, "Which factor is most important in the selection of the DCIOs with which you have a relationship?" Here are the results of the voting, ranked and expressed in... Read More
BY NAPA Net Staff | 11/12/2013
Last week’s top five most-read posts on NAPA Net reflected keen interest in the advantages of rollovers for advisor fiduciaries, signs you may be hiring the wrong person, DC plan fee best practices,... Read More
BY Nevin E. Adams, JD | 11/12/2013
Retirement plan advisors generally focus on, well, retirement plans. But even retirement plan advisors know that at certain times of the year, all that plan sponsors want to think about is health... Read More
BY Fred Barstein | 11/11/2013
Mutual fund companies used to be able to get flow primarily by being on the select list at a few wire houses and broker dealers. Marketing was an afterthought. That thinking may be changing,... Read More
BY Andrew Remo | 11/8/2013
An overwhelming majority of Americans believe that their retirement savings should be “off limits” to Congress and not part of any discussion about raising new revenue for the federal government,... Read More
BY Fred Barstein | 11/7/2013
Plan activity has remained steady, according to a recently released report from ICI covering withdrawals, contributions, asset allocation and loans, primarily during the first half of 2013.... Read More
BY John Ortman | 11/7/2013
In last week’s Reader Poll we asked, “What percentage of plan sponsors feel that fee disclosure helped their participants make decisions or understand their plan?” Here are the results of the voting... Read More
BY Nevin E. Adams, JD | 11/5/2013
“Replacement rates” — roughly defined as the percentage of one’s pre-retirement income available in retirement — arguably constitute a poor proxy for retirement readiness.Embracing that calculation... Read More
BY NAPA Net Staff | 11/4/2013
Last week’s top five most-read posts on NAPA Net reflected keen interest in the House of Representatives’ approval of a bill that delays the definition of fiduciary, release of the 2014 IRS pension... Read More
BY Fred Barstein | 11/4/2013
Online brokerage firms have doubled their assets since 2008 by targeting Gen X/Y investors, according to a recently released report by Corporate Insight and Cerulli. The study was reported in... Read More
BY Fred Barstein | 11/4/2013
According to research by Financial Advisor magazine, more advisors will focus on retirement planning for their clients — and a significant percentage of them will leverage corporate relationships to... Read More
BY Fred Barstein | 11/4/2013
While Social Security benefits have decreased 25% since 1983 — and with many in Washington seeking further cuts to balance the budget — there is a group that is advocating for increased benefits.... Read More
BY Nevin E. Adams, JD | 10/31/2013
At some point in just about every police drama, potential suspects are vetted against the following criteria: Did they have the motive to commit the crime, and did they have the opportunity? Those... Read More
BY John Ortman | 10/31/2013
In last week’s Reader Poll we asked, "What percentage of funds on the investment menu change within 6 months of taking over a new DC plan?" Here are the results of the voting, expressed in... Read More
BY Nevin E. Adams, JD | 10/29/2013
During the third week of October, more than 100 professionals gathered at the Fall 2013 ASEC Partners’ Meeting to discuss the obstacles to, and possible solutions for, retirement savings. National... Read More
BY NAPA Net Staff | 10/28/2013
Last week’s top five most read posts on NAPA Net reflect keen interest in studies revealing that financial education has little impact on behavior, how the redefinition of fiduciary could affect... Read More
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