When it comes to prioritizing advisor performance metrics, client satisfaction rates usually come in at or near the top of the list. But what’s the best way to go about getting that kind of... Read More
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Inside NAPA
BY NAPA Net Staff | 3/8/2013
What happens in Vegas stays in Vegas. Well, not always. NAPA Net's comprehensive coverage of the 2013 NAPA/ASPPA 401(k) Summit in Las Vegas this week is collected in one convenient location on the... Read More
BY NAPA Net Staff | 3/7/2013
Now that the DOL’s fee disclosure regulations have been in effect for about a year, the conventional wisdom is that despite the costs of gearing up for the new required participant notices,... Read More
BY NAPA Net Staff | 3/6/2013
If Facebook were a country, it would be the third largest in the world. One person couldn’t watch all of the videos on YouTube in a lifetime. And as technology and social media continue to soar in... Read More
BY NAPA Net Staff | 3/6/2013
On March 4, the advisory team at Fiduciary Consulting Group @ PSA in Hunt Valley, Md., won the 2013 401(k) Advisor Leadership Award sponsored by NAPA and ASPPA. Jania Stout, Retirement Plans Practice... Read More
BY NAPA Net Staff | 3/6/2013
In today’s world of compressed fees, more competition, and clients’ laser focus on managing costs, there are two keys to maintaining a profitable practice, according to Sue Kelley of Ann Schleck... Read More
BY NAPA Net Staff | 3/6/2013
What makes great leaders and great teams? The question was asked and answered by noted author and thinker Simon Sinek in the keynote session of the NAPA/ASPPA 401(k) Summit in Las Vegas on March 5,... Read More
BY NAPA Net Staff | 3/5/2013
In today’s rapidly evolving retirement marketplace, TPAs are being advised to “create a solution for your client as opposed to being a product peddler.”That was overarching theme of “TPA-ing the... Read More
BY NAPA Net Staff | 3/5/2013
The advisory team at Fiduciary Consulting Group @ PSA in Hunt Valley, Md., has won the 2013 401(k) Advisor Leadership Award, ASPPA announced yesterday. Jania Stout, Retirement Plans Practice Leader... Read More
BY NAPA Net Staff | 3/5/2013
After Day 2 of the 2013 NAPA/ASPPA 401(k) Summit, several themes have emerged in the presentations and off-the-cuff remarks by the conference’s featured speakers, especially on the topic of tax... Read More
BY NAPA Net Staff | 3/4/2013
If you think Washington’s struggle with the fiscal cliff back in December and the sequester brouhaha in recent weeks has derailed efforts on Capitol Hill to tackle tax reform, think again.That’s the... Read More
BY NAPA Net Staff | 3/4/2013
With all the debate and attention by the press on 401(k)s, much of which has been negative lately, four senior policy and industry people debated the issues at NAPA’s 401(k) Summit in Las Vegas.... Read More
BY NAPA Net Staff | 3/3/2013
Highlights of our posts for the week of Feb. 25 included:
Practice Management
• Tapping experts in their fields, AdvisorOne reviewed the issues most likely to affect advisors and their clients in... Read More
BY NAPA Net Staff | 3/1/2013
Editor’s Note: This is the last in a series of posts by speakers at the 2013 NAPA/ASPPA 401(k) Summit, March 3-5, 2013 in Las Vegas. Jonathon Dues, Senior Vice President, Business Development/... Read More
BY NAPA Net Staff | 3/1/2013
Here are the 10 most-read items on NAPA Net last month, listed Letterman-style:10. In California’s ‘State-Run’ Program, Auto-IRAs Could Become a Reality9. Retirement Issues Advisors Should Focus on... Read More
BY NAPA Net Staff | 3/1/2013
The 2013 NAPA/ASPPA 401(k) Summit kicks off in Las Vegas this Sunday, and runs through Tuesday, March 5. We'll be reporting on general sessions, workshops and other events at the Summit — look for... Read More
BY NAPA Net Staff | 2/28/2013
Thanks to our readers who participated in last week’s survey. How do you compare to your peers? Here’s a breakdown of the 100 responses we received: Plans Under Management... Read More
BY NAPA Net Staff | 2/26/2013
Editor’s Note: This is the latest in a series of posts by speakers at the 2013 NAPA/ASPPA 401(k) Summit, March 3-5, 2013 in Las Vegas. Brodie Wood, Vice President, Transamerica Retirement Solutions,... Read More
BY NAPA Net Staff | 2/25/2013
Highlights of our posts for the week of Feb. 18, 2013 included:
Plan Design and Compliance
• Did the DOL overreach when it used MEWAs as the model to restrict MEPs for unaffiliated companies? NAPA... Read More
BY NAPA Net Staff | 2/25/2013
It looks like the so-called sequester — automatic cuts in government spending mandated by a 2011 budget compromise — is going to happen on March 1, says Brian Graff, Executive Director/CEO of NAPA... Read More
BY NAPA Net Staff | 2/25/2013
By Kristine J. Coffey NAPA’s inaugural DC Fly-In Forum will be held Sept. 17-18, 2013. This invitation-only event for elite advisors will be held at the Washington Court hotel and on Capitol Hill.... Read More
BY NAPA Net Staff | 2/21/2013
Editor’s Note: This is the latest in a series of posts by speakers at the 2013 NAPA/ASPPA 401(k) Summit, March 3-5, 2013 in Las Vegas. Laura Gaynor, Vice President, Transamerica Retirement Solutions... Read More
BY NAPA Net Staff | 2/19/2013
Highlights of the week of Feb. 11, 2013, included:
Plan Design and Compliance
• The Urban Institute cited a recent survey that auto enrollment may be causing plans to lower matches for current... Read More
BY NAPA Net Staff | 2/19/2013
Editor’s Note: This is the latest in a series of posts by speakers at the 2013 NAPA/ASPPA Summit, March 3-5, 2013 in Las Vegas. Joseph J. Masterson, Senior Vice President, Chief Marketing Officer,... Read More
BY NAPA Net Staff | 2/19/2013
Editor’s Note: This is the last of three in-depth interviews with the finalists for the 2013 401(k) Advisor Leadership Award. Sponsored by NAPA and ASPPA, the award reflects the multi-faceted efforts... Read More
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