Following are the top 10 most-read posts on NAPA Net last month:1. Retirement Plan Services are Not Orange Juice2. Obama, with Estimated $5 Million Pension, Pushes $3 Million Cap on Retirement... Read More
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Industry Trends and Research
BY Marcy Supovitz | 5/1/2013
Feeling like your livelihood is under attack? Consider these recent developments:• In his FY 2014 budget, President Obama proposed capping amounts held in an individual’s retirement plans at $3... Read More
BY Nevin E. Adams, JD | 4/30/2013
Last week, PBS’ “Frontline” program aired a segment on retirement entitled “The Retirement Gamble.”During the broadcast several individual cases were profiled:• a single mother who lost her job (and... Read More
BY John Ortman | 4/26/2013
Highlights of our posts and commentary on NAPA Net the week of April 22 included:
Defending the Industry
• Advisors who focus on or lead with the fact that they are fiduciaries can actually destroy... Read More
BY Nevin E. Adams, JD | 4/23/2013
One of my favorite short stories is Ray Bradbury’s “A Sound of Thunder.” For those who haven’t read it (or who perhaps think that the fairly awful 2005 film of the same name does the story justice),... Read More
BY John Ortman | 4/19/2013
This week’s posts and commentary on the NAPA Net portal included:
Reg/Leg
• More reactions from players in the industry to President Obama’s proposed $3 million cap on retirement savings — from... Read More
BY Fred Barstein | 4/19/2013
PIMCO’s recent consultant survey reviews important trends in the DC market and, though focused on the large market, portends changes for the entire industry. Based on surveys with 51 firms (with a... Read More
BY Fred Barstein | 4/18/2013
The April 23 Frontline program entitled “Retirement Gamble” looks to blame Wall Street and advisors for the lack of retirement readiness by many Americans. Claiming that money management firms and... Read More
BY John Ortman | 4/12/2013
Highlights of our posts for the week of April 8 included:
Reg/Leg
• Brian Graff put President Obama’s retirement savings proposals in perspective.
• Brad Campbell covered a wide range of issues that... Read More
BY Fred Barstein | 4/11/2013
Staying abreast of all the issues facing plan advisors and their clients these days can seem overwhelming, especially with so much attention being paid to retirement issues by so many sectors of our... Read More
BY NAPA Net Staff | 4/9/2013
Noted economist Peter Ricchiuti of Tulane University is upbeat about the economy and the U.S. stock market, claiming that we’re only in the “middle innings” of our recovery. At the CUNA Mutual/CPI... Read More
BY NAPA Net Staff | 4/9/2013
In the wake of the financial crisis, investors are trusting financial advisors more than banks, insurance companies, investment firms and the government, according to a Fidelity survey of more than 1... Read More
BY George Revoir | 4/8/2013
EBRI defines adequate retirement income as having enough money to fund basic expenses in retirement. Based on this definition, approximately 44% of boomers and Gen Xers are at risk of running out of... Read More
BY NAPA Net Staff | 4/4/2013
Highlights of our posts for the week of April 1 included:
Legal and Regulatory
• Obama’s budget proposal reportedly includes a cap on individual retirement accounts.
• What triggers a Form 5500... Read More
BY NAPA Net Staff | 4/4/2013
Until very recently, the picture that would come to mind when thinking of the word “retirement” was essentially universal: retire at 65, move to Florida and live comfortably off your pension while... Read More
BY NAPA Net Staff | 3/28/2013
The ICI reported that retirement assets grew to almost $20 trillion by the end of 2012, up 8.6% for 2012 and 7.9% since the pre-recession high. DC plans and IRAs, which held $5.4 and $5.1 trillion... Read More
BY NAPA Net Staff | 3/27/2013
Three more in-depth accounts of the most popular sessions at the 2013 NAPA/ASPPA 401(k) Summit, held earlier this month in Las Vegas, have been posted on ASPPA’s website:• Legal Roundtable recap:... Read More
BY NAPA Net Staff | 3/25/2013
The New York Times reported on what could be a seminal trial brought by bond holders caught in the Stockton, CA Chapter 9 bankruptcy case who claim that retired workers should share the pain. As... Read More
BY Nevin E. Adams, JD | 3/21/2013
I was at the NAPA/ASPPA 401(k) Summit earlier this month when a weather pattern emerged that threatened both my connecting flight and my arrival back home. Alerted to the potential problem the... Read More
BY NAPA Net Staff | 3/21/2013
For those seeking in-depth accounts of the most popular sessions at the 2013 NAPA/ASPPA 401(k) Summit earlier this month, your ship has come in. Three reports from the Summit have been posted on... Read More
BY NAPA Net Staff | 3/20/2013
American workers’ confidence in their ability to afford a comfortable retirement remains low, according to the 23rd annual Retirement Confidence Survey (RCS) conducted by EBRI and Mathew Greenwald... Read More
BY NAPA Net Staff | 3/15/2013
Based on interviews with almost 500 plan sponsors in late 2012, the American Benefits Institute (the research arm of the American Benefits Council), in conjunction with World at Work, showed that... Read More
BY Nevin E. Adams, JD | 3/15/2013
Though there’s precious little worth watching on television these days, I’ll confess to having developed a fondness for the Sunday night shows that have sprung up all over cable television — series... Read More
BY NAPA Net Staff | 3/13/2013
By Sam BrkichIf you’re an active reader of retirement-related stories in newspapers and on the Web, no doubt you’ve noticed quite a few stories in the popular press lately that are quite critical of... Read More
BY Nevin E. Adams, JD | 3/12/2013
If you’re a parent, sooner or later your children will inform you — as you doubtless you told your parents — that “that’s not the way things are now!” It’s a potent retort to whatever social more is... Read More
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