Last week’s top five most-read posts on NAPA Net reflected keen interest in PBS’ Frontline program, “The Retirement Gamble,” a possible exemption from the DOL’s expanded fiduciary definition,... Read More
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Inside NAPA
BY John Ortman | 5/2/2013
The convergence of two circumstances has made tax reform “somewhat more likely” in the months ahead, says Brian Graff, CEO/Executive Director of ASPPA and NAPA. In this month’s Washington Update... Read More
BY John Ortman | 5/2/2013
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
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 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 John Ortman | 4/26/2013
In a video interview with NAPA Net, Don Trone, GFS, discusses the new Leadership Center for Investment Stewards and the boot camp program he developed in conjunction with the Thayer Leader... Read More
BY John Ortman | 4/23/2013
The 2013 401(k) Advisor Leadership Award was presented to the advisory team at Fiduciary Consulting Group at PSA in Hunt Valley, MD, during a session of the 12th annual NAPA/ASPPA 401(k) Summit in... Read More
BY John Ortman | 4/23/2013
In a video interview with NAPA Net, Marc Robinson, founder of the SaverNation cash-back rewards program, explains how this innovative plan optimization feature helps plan participants and plan... Read More
BY John Ortman | 4/22/2013
One of the highlights of the 2013 NAPA/ASPPA 401(k) Summit, held March 3-5 in Las Vegas, was a video introduction to the first general session of the conference. In the video, a series of plan... 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 John Ortman | 4/19/2013
There’s a new feature on the NAPA Net web portal — a video channel we call “NAPA Network.” The new NAPA Network page is here. It can also be found by clicking on the “Videos” link in the top nav bar.... Read More
BY Fred Barstein | 4/17/2013
The heart and soul of thriving associations like NAPA and ASPPA are our volunteers. Experienced practitioners enjoy giving back to a profession that has been so rewarding personally and financially,... 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 NAPA Net Staff | 4/11/2013
In this month's Washington Update video, NAPA's CEO/Executive Director Brian Graff slams two provisions in President Obama’s FY 2014 budget, which was submitted to Congress April 10. The first 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 | 4/1/2013
Here are the 10 most-read items on NAPA Net last month, listed Letterman-style:10. ERISA Budgets — Be Careful! 9. In California’s ‘State-Run’ Program, Auto-IRAs Could Become a Reality 8. Retirement... Read More
BY NAPA Net Staff | 3/29/2013
Highlights of our posts for the week of March 18 included:
Practice Management
• The DOL recently levied a $1.266 million fine on an adviser providing fiduciary advice for a fee that also received... 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 | 3/22/2013
Highlights of our posts for the week of March 18 included:
Legal/Legislative
• The 9th U.S. Circuit Court of Appeals has affirmed Tibble v. Edison, a district court opinion that a plan sponsor was... 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 Marcy Supovitz | 3/18/2013
I hope you were able to join us at this year’s 401(k) Summit in Las Vegas earlier this month. If you couldn’t make it, you missed out on quite an experience. The 2013 Summit was the biggest ever —... Read More
BY NAPA Net Staff | 3/15/2013
Highlights of our posts for the week of March 11 included:
Plan Optimization
• Research commissioned by MetLife shows that most plans are not considering making changes to their stable value lineup... Read More
BY NAPA Net Staff | 3/14/2013
In this month's video update, NAPA's CEO/Executive Director Brian Graff offers his take on the 2013 NAPA/ASPPA 401(k) Summit held last week in Las Vegas. "A lot of important issues are coming up that... Read More
BY John Ortman | 3/11/2013
Highlights of our posts for the week of March 4 included:
Managing a Practice
• According to research from Franklin Templeton, cold calling may be dead.
• Sam Brandwein of Morgan Stanley Wealth... Read More
BY NAPA Net Staff | 3/11/2013
For those of you who enjoy reading the Daily and using the NAPA Net web portal, we’re pleased to announce a new service to help plan advisors and broker dealers keep informed about new products and... Read More
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