Gary Jurney, president of Kainos Partners in Houston, has joined Pensionmark as an affiliate, the firm announced Nov. 18. Jurney's firm becomes Pensionmark’s second office in the city. The... Read More
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Managing a Practice
BY NAPA Net Staff | 11/17/2014
Which factor do DCIO managers rate as most important in determining the effectiveness of DCIO salespeople? By far the top factor, earning a weighted rating of 32% from DCIO organizations surveyed by... Read More
BY NAPA Net Staff | 11/17/2014
Six of the top 11 worst market declines have happened during the month of October, and while most market indices trended higher this October, it was still a busy month for participant transfers.... Read More
BY NAPA Net Staff | 11/14/2014
You may be scared about your job – but are you scared of it? Asked to choose from a list of the jobs they found the most frightful (or submit their own), workers provided the following... Read More
BY Fred Barstein | 11/14/2014
The recent problems at ARCP, a sister company of RCAP that owns multiple BDs (including Cetera), started with the disclosure of accounting errors and resulted in major BD clients and custodians... Read More
BY NAPA Net Staff | 11/14/2014
What’s the top topic of conversation with financial advisors’ clients? According to the most recent Russell Investments’ Financial Professional Outlook, FAs said market volatility (... Read More
BY NAPA Net Staff | 11/14/2014
Alliance Benefit Group-Illinois (ABG-IL) has updated its app designed to help retirement plan advisors and plan sponsors keep a closer eye on plan limits and deadlines. Designed for the Apple iPhone... Read More
BY NAPA Net Staff | 11/13/2014
From a post on BenefitsPro by Heidi L. LaMarca of the Atlanta-based CPA firm of Windham Brannon, here is a list of the top 10 mistakes auditors catch: Late or erratic... Read More
BY John Iekel | 11/13/2014
As industry consolidation continues apace, the universe of 401(k) plan providers is shrinking. But that doesn’t necessarily mean that competition among the providers is correspondingly reduced... Read More
BY NAPA Net Staff | 11/12/2014
Nearly all (94%) of non-retired middle-income Boomers expect to be able to retire someday, but many more expect to retire after age 65 than earlier — but those who work with a financial... Read More
BY NAPA Net Staff | 11/12/2014
The IRS’ intent to step up Section 409A audits may drive plan sponsors to seek assistance in either cleaning up their nonqualified plans or assessing the overall complexity and whether fewer... Read More
BY NAPA Net Staff | 11/12/2014
While small business owners acknowledge the importance of preparing for retirement, a new survey finds that speaking with a financial advisor barely outranked reading books or articles about... Read More
BY NAPA Net Staff | 11/12/2014
Women may live longer than men — and have less saved for retirement, on average — but who’s more worried about retirement? According to a new survey from Financial Engines, 51% of... Read More
BY Fred Barstein | 11/11/2014
When all is said and done, 2014 promises to go down as one of the more active years for DC provider consolidation and repositioning, with 12 actions taken so far and one big merger pending, according... Read More
BY Nevin E. Adams, JD | 11/11/2014
The IRS issued a clarification Nov. 10 on the application of the one-per-year limit on IRA rollovers. In Announcement 2014-32, the IRS said it had received comments about the “administrative... Read More
BY NAPA Net Staff | 11/11/2014
LPL Financial announced Nov. 11 that Goss Wealth Management has transitioned to the LPL broker-dealer and hybrid RIA custodial platform. Goss has a total of four financial advisors and four support... Read More
BY NAPA Net Staff | 11/10/2014
Fewer defined contribution plan participants changed their asset allocations during the first half of 2014 than a year ago, according to a new report from the Investment Company Institute (ICI).... Read More
BY NAPA Net Staff | 11/10/2014
Pentegra Retirement Services announced Nov. 11 that Jeffrey Johnson, AIFA, CRPC, has joined the organization as a Regional Director for qualified plan sales. Reporting to Pete Swisher, Pentegra... Read More
BY NAPA Net Staff | 11/7/2014
A new report reveals that while 401(k) and IRA balances dipped in the third quarter, overall they were still higher than a year ago. The Q3 2014 retirement savings analysis from Fidelity Investments... Read More
BY NAPA Net Staff | 11/7/2014
They say that real estate is all about “location, location, location.” But could location be a factor in retirement plan participation as well? Apparently so, according to a new report by... Read More
BY NAPA Net Staff | 11/7/2014
Transamerica Retirement Solutions announced Nov. 10 the availability of a new mobile app that can help drive up retirement savings by using “augmented reality.” The app brings a new level... Read More
BY NAPA Net Staff | 11/6/2014
Alliance Benefit Group of Minnesota & Kansas (ABG-MNKC) is the inaugural recipient of the Best-in-Retirement Business IMPACT Award™, a category introduced this year as part of Charles... Read More
BY NAPA Net Staff | 11/6/2014
While it may have felt nice to get that “extra” hour of sleep last weekend, odds are the rest of your week has seemed a bit “off” (particularly if you stayed up for the... Read More
BY NAPA Net Staff | 11/6/2014
The Principal Financial Group announced Nov. 7 that it will acquire AXA's Mandatory Provident Fund and Occupational Retirement Schemes Ordinance pension business in Hong Kong for approximately $... Read More
BY NAPA Net Staff | 11/5/2014
Nationwide has expanded the company’s 3(38) investment fiduciary service from IRON Financial, LLC, the firm announced Nov. 5. The service will now include fiduciary monitoring of Nationwide... Read More
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