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Inside NAPA

BY John Iekel | 10/2/2014
Devising and implementing a uniform standard of care is not the only way to dispel any confusion broker-dealers and investment advisors and their clients may be experiencing, SEC Commissioner Michael... Read More
BY John Ortman | 9/30/2014
As the debate on Capitol Hill over retirement policy moves forward, it must be bipartisan and based on facts, not ideology, Sen. Orrin Hatch (R-Utah) told the delegates to the second annual... Read More
BY NAPA Net Staff | 9/8/2014
We are pleased to announce that the nomination period is now open for the 2015 NAPA 401(k) Advisor Leadership Award, and will run through Oct. 31. The winner will be announced at the 2015 NAPA... Read More
BY John Ortman | 8/18/2014
The list of the top five most-read posts on NAPA Net last week includes a report on the settlement of a lawsuit against Fidelity brought by the firm’s employees, Fred Barstein’s take on... Read More
BY Alisa Wolking | 8/13/2014
Mark Prater, Minority Chief Tax Counsel and Deputy Staff Director of the Senate Finance Committee, will speak at the annual NAPA PAC Fly-In Forum dinner event next month. The veteran Senate aide has... Read More
BY NAPA Net Staff | 8/13/2014
NAPA launched an online voting tool this year where the NAPA audience was able to vote for the sessions they want to see at the 2015 NAPA 401(k) SUMMIT. After almost 12,000 votes, the topics below... Read More
BY Ronald J. Triche | 7/30/2014
Recently, members of NAPA's leadership (Joe DeNoyior, Steve Dimitriou, Jeff Acheson and Lisa Kottler) met with representatives of the Government Accountability Office (GAO) to gain insights for a... Read More
BY Alisa Wolking | 7/28/2014
NAPA PAC hosted an event July 24 with Rep. Aaron Schock (R-Ill.) in Washington, D.C. to discuss issues of importance to plan advisors, including tax reform and the upcoming Department of Labor... Read More
BY John Ortman | 7/23/2014
Retirement-sector veteran Nevin Adams will join ASPPA next month to head its rapidly expanding media and marketing businesses, including NAPA Net and NAPA Net the Magazine. Adams has been a Portal... Read More
BY John Ortman | 7/22/2014
The final votes are in on the voting tool we’re using to help choose workshop sessions at the 2015 NAPA 401(k) SUMMIT. The final top 10 topics are: 1. Methods to better evaluate, select and... Read More
BY John Ortman | 7/18/2014
On July 22, NAPA’s Executive Director/CEO Brian Graff and Director of Government Affairs Ronald J. Triche will discuss the latest actions being taken by regulators at SEC, FINRA and the DOL and... Read More
BY John Ortman | 7/17/2014
It’s almost over! Today is the last day to raise your voice and tell us what topics should be on the agenda of the 2015 NAPA 401(k) SUMMIT. In all, nearly 11,000 votes have been cast so far. As... Read More
BY John Ortman | 7/12/2014
A growing number of participants are rolling over their 401(k) plan benefits to other 401(k) plans or to IRAs. That's a good thing because it keeps money intended for retirement in the private... Read More
BY John Ortman | 7/10/2014
What are the best ways to comply with the regulations on providing advice to participants and avoid conflicts of interest? That’s currently the number one topic on NAPA’s unique voting... Read More
BY John Ortman | 7/8/2014
NAPA Net will be relaunching on a new online platform today, July 8. The new platform will connect to the ASPPA member database, streamlining the process of registering for NAPA webcasts,... Read More
BY Ronald J. Triche | 7/2/2014
On July 2, 2014, the NAPA Government Affairs Committee submitted a comment letter to the DOL in response to its request for comments regarding a proposed rulemaking on target date fund disclosures.... Read More
BY John Iekel | 7/2/2014
We work to ensure a secure retirement for Americans and preserve and advance the American Dream every day. But sometimes it’s good to step back a little and recall the living national heritage that... Read More
BY John Ortman | 7/1/2014
What are the best practices in helping clients comply with ERISA’s fiduciary standard? That’s currently the number one topic on NAPA’s unique voting tool, an innovative method for choosing workshop... Read More
BY John Ortman | 6/30/2014
On July 7, NAPA Net will be relaunching on a new online platform. The new platform will connect to the ASPPA member database, streamlining the process of registering for NAPA webcasts, certification... Read More
BY John Ortman | 6/30/2014
A growing number of participants are rolling over their 401(k) plan benefits to other 401(k) plans or to IRAs. That's a good thing because it keeps money intended for retirement in the private... Read More
BY Fred Barstein | 6/27/2014
Ten years ago, when the plan advisor profession was just starting to emerge, the identities of the top plan advisors were a real mystery to all but a few industry insiders. As our understanding of... Read More
BY John Ortman | 6/26/2014
What separates the generalist from the specialist? Dedication to understanding what is on the horizon from a policy standpoint and taking this knowledge back to clients. Clients expect that. And the... Read More
BY John Ortman | 6/20/2014
Does a participant’s distorted view of her or his ability to make wise financial decisions matter? And does it affect the participant positively or negatively?Data show that the answer to the first... Read More
BY John Ortman | 6/18/2014
Which has a bigger impact on outcomes: plan design or education/communication? That’s the number one topic after one week of voting via NAPA’s unique way of choosing workshop topics for next year’s... Read More
BY John Ortman | 6/16/2014
The list of the most-read posts on NAPA Net last week revealed five topics that caught readers’ attention: A summary of a Don Trone column on the 10 attributes of effective plan professionals, Fred... Read More

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