The Principal Financial Group® announced Nov. 26 that its Board of Directors has elected Daniel J. Houston president and chief operating officer, effective immediately. Houston will oversee all... Read More
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Managing a Practice
BY Nevin E. Adams, JD | 12/2/2014
This may be the time of year when thoughts turn to stockings hung by the chimney with care, but it’s also the time of year when parents have to deal with assembling some of the things in those... Read More
BY NAPA Net Staff | 12/1/2014
The IRS has amended the safe harbor explanations provided with eligible rollover distributions to accommodate recent guidance on in-plan Roth rollovers and the allocation of taxable amounts. Notice... Read More
BY Fred Barstein | 12/1/2014
As with other DC service providers, DCIOs are experiencing significant change as the retirement market in general, and the DC market specifically, becomes part of the mainstream. Whether prescient or... Read More
BY NAPA Net Staff | 12/1/2014
The Principal Financial Group has introduced the Principal Pivot Series, a new variable annuity product. The product brings together the flexibility of investments, tax deferral, death benefit... Read More
BY NAPA Net Staff | 11/29/2014
This is a peak time of year for making deferral elections for nonqualified deferred compensation plans, and there are a number of issues that advisors can help participants consider.A report by... Read More
BY NAPA Net Staff | 11/26/2014
The Pension Benefit Guaranty Corporation (PBGC) published a final rule Nov. 18 that makes it easier for participants in 401(k) plans with rollover options to get lifetime income by moving their funds... Read More
BY John Ortman | 11/25/2014
NAPA Net will be dark on Thanksgiving Day and on Friday. Look for your next NAPA Net Daily on Monday, Dec. 1. Abraham Lincoln’s Thanksgiving proclamation, issued in 1863, set the precedent... Read More
BY NAPA Net Staff | 11/25/2014
In a year of positive, but modest change, a new survey suggests that public pension funds are feeling better about their ability to deal with trends and issues, at least in the near future.According... Read More
BY Fred Barstein | 11/24/2014
While on the surface there are few changes in our updated list of DC-oriented BDs and RIAs, it’s just the tip of the iceberg. More dramatic shifts in the market and new regulations are likely... Read More
BY NAPA Net Staff | 11/24/2014
Fidelity’s fifth annual Plan Sponsor Attitudes survey, released Nov. 20, found for the first time in the history of the survey that “preparing employees for retirement” was the No.... Read More
BY Nevin E. Adams, JD | 11/24/2014
Thanksgiving has been called a “uniquely American” holiday, and one on which it seems fitting to reflect on all for which we should be thankful. Here’s my 2014 list: I’m... Read More
BY Jon Vogler | 11/24/2014
Now that mid-term elections are over, let’s take a quick look at how the results affect some key retirement issues. Tax Reform Iffy Before 2016 Election With total control of Congress in 2015,... Read More
BY NAPA Net Staff | 11/24/2014
What’s a bigger risk to retirement security than longevity, leakage and long-term care costs? A recent hearing held by the Bipartisan Policy Commission focused on those issues amid the broader... Read More
BY NAPA Net Staff | 11/24/2014
While Americans have been living longer, a new report suggests that that trend could slow in the future — and that could have an impact on pension calculations and retirement projections.... Read More
BY NAPA Net Staff | 11/24/2014
California’s state-sponsored retirement plan has taken another step forward with the issuance of an RFP for a consultant to conduct a market analysis and feasibility study, and to design the... Read More
BY Andrew Remo | 11/21/2014
He’s baaaccckkkk… Yale Law School professor Ian Ayres — yes, that Ian Ayres – made a presentation at a Nov. 19 public hearing held by the Connecticut Retirement Security... Read More
BY Nevin E. Adams, JD | 11/21/2014
The Oxford Dictionaries recently declared that “vape” was its Word of the Year. If you’re unfamiliar with “vape,” it means “to inhale and exhale the vapor produced... Read More
BY NAPA Net Staff | 11/20/2014
CUNA Mutual Retirement Solutions has hired Joe Eleccion as Western Divisional Vice President, effective Oct. 27. Eleccion will lead all major sales efforts in that division for the company and will... Read More
BY Nevin E. Adams, JD | 11/20/2014
Those who don't have a retirement plan had better figure out a plan B for retirement, because a new study suggests that they're more likely to misjudge their expected retirement date. While... Read More
BY NAPA Net Staff | 11/20/2014
Spectrum Pension Consultants, Inc., an Alliance Benefit Group member firm, announced Nov. 19 that Compensation Consultants, Inc. has merged into the firm. CCI’s clients and advisor partners... Read More
BY NAPA Net Staff | 11/17/2014
Younger workers seem to be benefiting from the automatic plan design features incorporated in the Pension Protection Act — but may be leaving company match money on the table. That’s the... Read More
BY Fred Barstein | 11/17/2014
While very few advisors are recommending entirely passive investment menus to clients, there’s no doubt that indexing is on the rise and gaining momentum. Witness Vanguard’s record this... Read More
BY Nevin E. Adams, JD | 11/17/2014
At a recent conference, our luncheon table got to talking about savings trends and the unique challenges of Millennials, specifically the impact of graduating with so much college debt. While... Read More
BY Joshua Dietch | 11/17/2014
Chatham Partners recently surveyed more than 400 DC advisors and interviewed 64 executives at record keeping, DCIO and broker-dealer and advisory firms to determine if DCIO firms and record keepers... Read More
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