The Securities and Exchange Commission is working on a rule that would require advisors to have a business continuity plan for business disruptions, such as when when they leave the firm or become... Read More
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Managing a Practice
BY NAPA Net Staff | 12/12/2014
Those workplace holiday parties are often the stuff of legend — perhaps no aspect so much as in the realm of the gifts exchanged at these events. CareerBuilder's annual holiday survey asked... Read More
BY Fred Barstein | 12/12/2014
As VC-backed robo-advisors struggle to gather significant assets — and some turn to traditional partners like Fidelity — Vanguard’s robo-advisor has managed to eclipse them all... Read More
BY NAPA Net Staff | 12/12/2014
A new survey claims that college faculty and staff are at least somewhat better prepared for retirement than the general population – and they’re more likely to have met with a financial... Read More
BY Walter Davis | 12/11/2014
Every summer my family and I go on a vacation to the beach. While there, my wife buys a big jigsaw puzzle for us to work on. Every year, we feel overwhelmed immediately after she dumps out all 1,000... Read More
BY NAPA Net Staff | 12/10/2014
The average participant is paying less for their 401(k) than they were in 2009, at least as a percentage of assets, according to a new analysis. In 2012, the average total plan cost was 0.91% of... Read More
BY NAPA Net Staff | 12/10/2014
Wells Fargo’s Wealth, Brokerage and Retirement (WBR) division announced on Dec. 3 the launch of Wells Fargo Investment Institute (WFII). According to the announcement, the WFII brings together... Read More
BY NAPA Net Staff | 12/10/2014
New Years resolutions are still a few weeks away, but employers already have one regarding their retirement plans — improving communication. In a recent survey, most employers told Towers... Read More
BY NAPA Net Staff | 12/10/2014
Massachusetts Mutual Life Insurance Company won two awards at the 2014 ContactCenterWorld Global Top Ranking Performers Best Practices Conference, the firm announced Dec. 3. MassMutual was named to... Read More
BY Nevin E. Adams, JD | 12/10/2014
At a recent event, one of the speakers was taking our industry to task for expecting too much from participants. “We don’t expect individuals to diagnose and treat their own illness,... Read More
BY NAPA Net Staff | 12/9/2014
Financial resolutions for 2015 are on the decline — and that doesn’t bode well for financial realities, according to a new survey. According to Fidelity Investments’ sixth... Read More
BY Nevin E. Adams, JD | 12/9/2014
Plan sponsors have a lot on their minds — but what are they most concerned about? While concerns about employees not saving enough for retirement topped the list of plan sponsors’... Read More
BY Nevin E. Adams, JD | 12/8/2014
When plan sponsors were asked recently how they felt their organizations did on several key plan success measures, overall participation rate ranked highest, and was most commonly measured.... Read More
BY NAPA Net Staff | 12/8/2014
Fidelity Institutional, the division of Fidelity Investments® that provides clearing, custody and investment management products to registered investment advisors (RIAs), retirement record... Read More
BY Fred Barstein | 12/8/2014
Plan sponsors may finally be coming to understand that there is an ROI for their retirement plan — or at least that there could be a cost if they don’t pay attention. According to... Read More
BY Nevin E. Adams, JD | 12/8/2014
A recent survey of plan sponsors reveals that providing access to a financial advisor is an important factor in encouraging employees to save — but not the most important one. According to a... Read More
BY Fred Barstein | 12/5/2014
When NFP bought the remainder of the assets it did not already own in 401(k) Advisors and RPAG last year, it set off a series of events that has resulted in the recent rebranding of 401(k) Advisors... Read More
BY NAPA Net Staff | 12/5/2014
Even the affluent are “terrified” of the impact of health care costs on retirement — but most haven’t discussed that topic with an advisor. According to an online survey... Read More
BY NAPA Net Staff | 12/5/2014
A recent survey finds that a third of respondents are either already in an outsourced DC solution or have expressed interest in delegating all or a portion of their plan oversight. And, according to... Read More
BY Nevin E. Adams, JD | 12/5/2014
By at least one measure, true love could cost a little more this holiday season. The 2014 PNC Christmas Price Index, based on the cost of the gifts recited in the holiday classic, “The Twelve... Read More
BY NAPA Net Staff | 12/4/2014
Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group, announced Dec. 2 that industry veteran Tim Seifert has joined the company as vice president,... Read More
BY Fred Barstein | 12/3/2014
NFP, a leading insurance broker and consultant that provides employee benefits, P&C, retirement and individual insurance and wealth management solutions, announced Dec. 2 that 401(k) Advisors,... Read More
BY NAPA Net Staff | 12/3/2014
American Century Investments announced the debut of its Multi-Asset Income Fund Dec. 1. The new fund is designed for investors seeking sustainable monthly income from a diversified portfolio... Read More
BY NAPA Net Staff | 12/3/2014
Fortune 1000 firms reported an estimated $285 billion in retiree medical obligations for 2013 — but that’s better than the previous year, according to a recent report. Towers Watson... Read More
BY NAPA Net Staff | 12/2/2014
Consistent 401(k) participants had something to be thankful for last month, as average balances continued to gain ground, according to the Employee Benefit Research Institute (EBRI). For individuals... Read More
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