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
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Inside NAPA
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
BY Alisa Wolking | 6/13/2014
During the last week of May, NAPA PAC hosted a meeting with Sen. Kay Hagan (D-NC), who serves on the Senate Committee on Health, Education, Labor, and Pensions, to discuss the prospects for federal... Read More
BY John Ortman | 6/12/2014
It’s back! Once again, NAPA is utilizing a unique “voting tool” to help choose workshop topics at the NAPA 401(k) SUMMIT. The SUMMIT is the only industry conference that invites attendees and others... Read More
BY Ronald J. Triche | 6/9/2014
On June 9, 2014, the NAPA Government Affairs Committee submitted a comment letter to the SEC in response to its request for comments regarding a proposed rulemaking on target date fund disclosures.... Read More
BY Jim Dornan | 6/6/2014
We are very excited to announce that Rep. Eric Cantor (R-VA), the House Majority Leader, has accepted NAPA’s invitation to speak at the 2014 NAPA DC Fly-In Forum. Cantor will speak about the... Read More
BY John Ortman | 5/16/2014
If you’re among the 1,500 or so advisors and other industry insiders who attended the 2014 NAPA 401(k) Summit in New Orleans, you may remember the video that kicked off the opening general session.... Read More
BY Fred Barstein | 5/12/2014
SEC Commissioner Michael S. Piwowar has accepted NAPA’s invitation to speak at the 2014 NAPA DC Fly-in Forum, set for Sept. 30-Oct. 1. In January, Piwowar, the SEC’s newest commissioner, expressed... Read More
BY John Ortman | 5/5/2014
Last week’s top five most-read posts on NAPA Net reflected keen interest in employee benefit brokers expanding into the 401(k) market as Obamacare affects their practices, plan advisors’ effect on DC... Read More
BY John Ortman | 4/29/2014
Last week’s top five most-read posts on NAPA Net reflected keen interest in the high number of acquisitions in the DC industry over the last year, Jerry Bramlett’s take on valuation-aware portfolios... Read More
BY John Ortman | 4/21/2014
Join NAPA’s Executive Director/CEO Brian Graff and Director of Government Affairs Ronald J. Triche on April 22 for an in-depth discussion of pressing regulatory and legislative issues affecting plan... Read More
BY Fred Barstein | 4/17/2014
In June, NAPA Net will launch a “master calendar” of events and programs focused on helping plan advisors obtain CE credits as well as expand their skills and network with other professionals. The... Read More
BY Jim Dornan | 4/15/2014
Thanks to the momentum from the NAPA 401(k) Summit, the NAPA Political Action Committee (PAC) started off strong in the first quarter of the year.NAPA PAC works to make sure that advisors’ voices are... Read More
BY Jim Dornan | 4/15/2014
Delegates to last year’s NAPA DC Fly-In Forum know that we had some great speakers. House Education and Workforce Chairman Rep. John Kline (R-MN), Rep. Ann Wagner (R-MO) and Sen. Ben Cardin (D-MD)... Read More
BY John Ortman | 3/31/2014
The 2015 NAPA 401(k) Summit, held March 22-24 in San Diego, got rave reviews from attendees, speakers and exhibitors alike. You can get a taste of the five general sessions and 24 workshop sessions... Read More
BY John Ortman | 3/28/2014
Where is the next generation of plan advisors going to come from? To answer this question and highlight the next generation, NAPA is launching its own version of “40 under 40” — the 40 top DC plan... Read More
BY John Ortman | 3/26/2014
Next month, ASPPA and NAPA are converting to a new e-commerce platform that will make purchasing educational products and registering for events easy and seamless. To prepare for this change, ASPPA... Read More
BY John Iekel | 3/26/2014
“It’s not just about a decision to save, it’s about saving more.” NAPA Executive Director/CEO Brian Graff captured the heart of the discussion over retirement readiness at a March 25 session of the... Read More
BY John Ortman | 3/24/2014
The advisory team at Compass Financial Partners in Greensboro, NC, represented by Kathleen A. Kelly, CRPS®, AIFA®, has won the 2014 NAPA 401(k) Advisor Leadership Award. Kelly, a Founding and... Read More
BY John Ortman | 3/24/2014
Steven Dimitriou, AIF, AAMS, PRP, has been named President of the National Association of Plan Advisors. At the opening session of the 2014 NAPA 401(k) Summit March 23, Marcy L. Supovitz, NAPA’s... Read More
BY Fred Barstein | 3/21/2014
There are tons of big name record keepers and DCIO firms – more than 40 national firms in each category. But what do they mean to a plan advisor? In reality, they mean almost nothing without the... Read More
BY John Ortman | 3/21/2014
The 2014 NAPA 401(k) Summit kicks off in New Orleans on Sunday and runs through mid-day Tuesday. We'll be there from start to finish, reporting on the Summit's six general sessions, 24 workshops and... Read More
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