Today the National Association of Plan Advisors launches its second annual campaign to identify the best of the next generation of advisors: NAPA’s Young Guns. One of the things... Read More
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Inside NAPA
BY John Ortman | 3/19/2015
The 2015 NAPA 401(k) Summit opens this Sunday and runs through Tuesday. We’ll be there covering the high points of the Summit’s five general sessions and 24 workshops. Look for our... Read More
BY Fred Barstein | 3/18/2015
Today NAPA unveils its second annual list of top DC wholesalers, who act as “Wingmen” for the nation’s retirement plan advisors.This year’s list drew an overwhelming response... Read More
BY Brian Graff | 3/12/2015
Several months ago, ASPPA members overwhelmingly voted in favor of a new name and structure for the umbrella organization of our four sister associations — the American Retirement Association... Read More
BY NAPA Net Staff | 3/11/2015
Do you suffer from paraskevidekatriaphobia? It’s a special version of triskadekaphobia — the fear of the number 13 — and it refers to a fear of Friday the 13th. Whether you are... Read More
BY Don Trone, Mary Lou Wattman and Steve Branham | 3/6/2015
It’s simple: Being a great fiduciary is a lot like being a great decision-maker. What matters most to the DOL and the courts is that a fiduciary is able to show the details of the decision-... Read More
BY Don Trone, Mary Lou Wattman and Steve Branham | 3/4/2015
Editor’s Note: This post marks the debut of “7 Signs," a new series of columns by Don Trone and various colleagues and friends. Share your own take on their perspective — use the... Read More
BY NAPA Net Staff | 3/3/2015
NAPA announced the three finalists for its 2015 401(k) Advisor Leadership Award on March 3. Drawn from a group of 10 outstanding semifinalists by a blue-ribbon panel of judges, the finalists... Read More
BY Nevin E. Adams, JD | 2/27/2015
Think you’ve had a bad week? It could have been worse. Check out what happened to these guys….
In Edinburgh, Scotland, Mariano Colsa-Gonzalez, 35, was so out of it that he didn... Read More
BY NAPA Net Staff | 2/26/2015
The recent White House budget proposal sets aside $6.5 million in funding for the Department of Labor, along with waiver authority, to support state efforts to implement state-based automatic... Read More
BY Don Trone | 2/23/2015
I just came across an incredible story that was reported by Financial Planning magazine recently: “Charles Barkley Plug [Is] a Slam Dunk for Raymond James Advisor.” The article is... Read More
BY NAPA Net Staff | 2/2/2015
With the Department of Labor’s “no advice” regulation rumored to be unveiled shortly, NAPA is moving up the dates for this year’s annual DC Fly-In Forum to July 21 and 22.... Read More
BY NAPA Net Staff | 1/28/2015
NAPA has announced that actor John Ratzenberger will be keynoting the NAPA Political Action Committee lunch at the 2015 NAPA 401(k) Summit in San Diego March 23. While Ratzenberger is best... Read More
BY NAPA Net Staff | 1/28/2015
The National Association of Plan Advisors has announced the 10 semifinalists for its 2015 401(k) Advisor Leadership Award. Now in its eighth year, the prestigious NAPA 401(k) Advisor Leadership... Read More
BY NAPA Net Staff | 1/27/2015
The just-posted Winter 2014 issue of NAPA Net the Magazine features our cover story by Bruce Shutan highlighting ways that advisors are changing the conventional wisdom about the decumulation phase... Read More
BY NAPA Net Staff | 1/15/2015
The Daily will not publish on Martin Luther King Day. We’ll return on Tuesday. I don’t know about you, but over at my house we thought last month’s holiday movie season was... Read More
BY NAPA Net Staff | 1/15/2015
Registering for the nation’s largest and most successful retirement plan advisor conference just got even easier. This year’s NAPA 401(k) Summit will be held March 22 -24, 2015 at the... Read More
BY NAPA Net Staff | 1/5/2015
The response to this year’s NAPA Top Wholesaler “Wingman” Voting has been overwhelming — and so, by popular request, we’ve extended the deadline. You know how valuable a... Read More
BY John Ortman | 12/23/2014
For nearly 30 years, singer Darlene Love helped bring the holiday spirit to the Late Show with David Letterman by singing "Christmas (Baby Please Come Home)," a modern holiday classic she first sang... Read More
BY Fred Barstein | 12/3/2014
Only plan advisors know how important their local DC wholesaler can be in growing, building and managing their practice. We call them “DC Wingmen” because if they are doing their job,... Read More
BY John Ortman | 11/7/2014
As many readers found yesterday, we're experiencing difficulties with our servers that are causing the NAPA Net portal to go off-line intermittently. We're working to resolve the situation.... Read More
BY NAPA Net Staff | 10/31/2014
NAPA members can now submit nominations for the 2015 NAPA Leadership Council. Two voting advisor members and one firm partner representative will rotate off the Leadership Council in 2015. The... Read More
BY NAPA Net Staff | 10/24/2014
There’s still time to nominate yourself or a colleague for NAPA’s prestigious 401(k) Advisor Leadership Award — but not much. The nomination window for the 2015 Leadership Award... Read More
BY NAPA Net Staff | 10/17/2014
Jania Stout in 2013. Kathleen Kelly this year. In March 2015, the name of another outstanding advisor will be added to the list of NAPA 401(k) Advisor Leadership Award winners. Will it be your name... Read More
BY John Iekel | 10/3/2014
The way to move forward in promoting retirement saving is not to dismantle the 401(k) and employer-based system — far from it. Rather, we should continue to refine the system and expand... Read More
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