Visa is the latest firm to “credit” tax reform with a boost to its 401(k) plan.Visa says it will now match 200% of contributions up to 5% of base pay, up from a 200% match of up to 3% of base pay at... Read More
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Industry Trends and Research
BY Nevin E. Adams, JD | 1/9/2018
You have to wonder what the Wall Street Journal has against automatic enrollment.The latest instance of finding the cloud in this silver lining arose in a recent Journal article by Anne Tergesen, “... Read More
BY NAPA Net Staff | 1/8/2018
A year ago, Nuveen’s Bob Doll predicted that 2017 would be a “year of transition,” and – something that seemed far-fetched to most at the time – that the GOP would not only keep the House, but also... Read More
BY Nevin E. Adams, JD | 1/8/2018
As we head into the new year, there are lots of predictions and portents (and predications based on portents) for the year ahead. This week, we’d like to know what you think about the markets, the... Read More
BY NAPA Net Staff | 1/5/2018
A year ago, Nuveen’s Senior Portfolio Manager and Chief Equity Strategist Robert C. Doll predicted that optimism surrounding the Trump agenda was high, with investors expecting tax reform, increased... Read More
BY Ted Godbout | 1/3/2018
When it comes to New Year’s resolutions, financial stability edged out health and wellness as the main focus area for Americans going into 2018, new survey results show.According to Allianz Life’s... Read More
BY Ted Godbout | 1/3/2018
Demand for advice on asset allocations and income planning increased four-fold among study participants after online advice tools were introduced, according to a new research paper.Using participant-... Read More
BY Ted Godbout | 1/2/2018
Employees are failing to take advantage of health savings accounts and likely are missing out on medical and retirement savings opportunities, according to a recent survey.In fact, nearly half (43%)... Read More
BY NAPA Net Staff | 1/2/2018
Aflac Inc. has announced that as a result of the tax reform legislation, it intends to invest in “several key areas that will provide long-term benefits for employees” – including a boost in their... Read More
BY NAPA Net Staff | 1/2/2018
Sure, the markets have been on a tear – all year long. So, how much impact has that had on average 401(k) balances?Well, let’s just say that those popping champagne corks may well have been in... Read More
BY Ted Godbout | 1/2/2018
New survey results find that Americans are confident that they are on track to achieve their long-term financial goals, but will that confidence continue in 2018?According to the latest Investor... Read More
BY Ted Godbout | 12/29/2017
While stated fees have remained stable, RIAs appear to be increasingly discounting their fees and are formally unbundling their fee structures in response to a changing wealth management landscape... Read More
BY NAPA Net Staff | 12/29/2017
A new survey finds a big surge in financial resolutions for 2018, and another finds a big jump in a commitment to increase retirement plan contributions.Lincoln’s “Financial Focus: Goals and... Read More
BY Nevin E. Adams, JD | 12/28/2017
A year ago, the nonpartisan Employee Benefit Research Institute (EBRI) estimated that individuals might need as much as $350,000 to cover health expenses in retirement. You might want to sit down for... Read More
BY Nevin E. Adams, JD | 12/26/2017
The end of the year brings with it a variety of “lists” and “best of's.” Here are some of both.It is something of a tradition this time of year to look back, to reminisce about past events and... Read More
BY Nevin E. Adams, JD | 12/21/2017
Last year we wondered “Is a Wonderful Life’s Christmas Story Love Actually a Die Hard Christmas Vacation?” What’s topping NAPA Net readers’ holiday favorites this year?We had just over 60 options for... Read More
BY Ted Godbout | 12/20/2017
One year after the SEC’s money market fund reform rules went into effect, there appears to be a sizable shift away from MMFs towards stable value funds as a capital preservation option in DC plans.... Read More
BY NAPA Net Staff | 12/20/2017
Participants dipping into retirement savings early and suspending contributions to their 401(k) plans is projected to reduce their retirement savings by 14% on average, new analytics from MassMutual... Read More
BY Nevin E. Adams, JD | 12/19/2017
A few years back – well, now it’s quite a few years back – when my kids still believed in the reality of Santa Claus, we discovered an ingenious website that purported to offer a real-time assessment... Read More
BY Ted Godbout | 12/19/2017
Ensuring sound plan management by creating a foundation structured around strong governance principles to help protect a plan’s fiduciaries against litigation claims will likely be a top DC plan... Read More
BY Nevin E. Adams, JD | 12/18/2017
While many will be heading out early this week (some no doubt have already), but with the holiday season upon us, this week I thought it would be good to weigh in on a topic less weighty than tax... Read More
BY Nevin E. Adams, JD | 12/15/2017
In recent weeks, a couple of advisors have written to share experiences with provider charges that could create something of a fiduciary quandary. And, according to this week’s reader poll, they... Read More
BY Ted Godbout | 12/15/2017
New survey results show that plan participants place the most value in matching contributions offered by their employer for their 401(k) plan, above other commonly known plan features.The Wells Fargo... Read More
BY Ted Godbout | 12/13/2017
When it comes to saving for retirement, do employees prefer a “slight nudge” from their employers with helping them save? Or do they want a “kick in the pants”?American Century Investments’ fifth... Read More
BY Ted Godbout | 12/12/2017
As DC plans continue to grow in size and complexity, the retirement industry needs to keep up and redefine terms to better reflect the new environment, Willis Towers Watson says in a new report.... Read More
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