Health care costs in retirement are a growing concern for many, but a new research report claims to find a silver lining — of sorts. The report by the Employee Benefit Research Institute (EBRI... Read More
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Managing a Practice
BY Fred Barstein | 11/3/2014
With Schwab’s recent announcement of a no-fee, ETF-based robo-advisor of their own, the race is on among a horde of robo-advisors, some very well-funded, and the “old guard” of... Read More
BY NAPA Net Staff | 11/3/2014
Participant balances bounced back last month, more than making up for September’s losses, according to the Employee Benefit Research Institute (EBRI). For individuals in the EBRI/ICI database... Read More
BY Jon Vogler | 11/3/2014
On Oct. 24, the Treasury Department and the IRS issued new guidance designed to expand the use of income annuities in target date funds in 401(k) and other DC plans. Guidance Highlights Under the... Read More
BY Fred Barstein | 11/3/2014
The two biggest independent BDs were scurrying to overcome errors last week. American Realty Capital’s (ARC) CEO Nicholas Schorch, whose sister company RCAP has gobbled up 12 BDs over the past... Read More
BY NAPA Net Staff | 11/3/2014
The sales pro’s experience is at least as important as the territory he or she is covering, according to a recent report. Ignites Research surveyed national sales managers at large-fund... Read More
BY NAPA Net Staff | 11/3/2014
Focusing on the need for greater industry-wide diversity among independent RIAs, Schwab Advisor Services has launched a comprehensive, multi-faceted program to help advisors understand the... Read More
BY Nevin E. Adams, JD | 11/3/2014
Though I’ve now spent more than three decades working with employment-based benefit plans, I’ve also worked for some very different employers, ranging from organizations that employed... Read More
BY NAPA Net Staff | 11/2/2014
BlackRock has named Chip Castille to a newly created position of chief retirement strategist, Bloomberg reported Oct. 31. According to Bloomberg, Castille will direct the growth of BlackRock's... Read More
BY NAPA Net Staff | 10/31/2014
Those who have wondered about how the Great-West/Putnam/JP Morgan Retirement Plan Services combo would brand itself need wonder no longer. Great-West Financial, which claims to be the second largest... Read More
BY Nevin E. Adams, JD | 10/30/2014
A new CareerBuilder survey indicates that over the past year, 28% of employees have called in to work sick when they were feeling well. While that’s down from 32% last year, asked for their... Read More
BY Fred Barstein | 10/30/2014
Hot off their acquisition of Financial Telesis in partnership with Bill Chetney, LPL Retirement Partners held its annual event in Arizona the week of Oct. 20. The buzz at the meeting was about the... Read More
BY NAPA Net Staff | 10/30/2014
A new survey suggests that while women are less likely than men to feel confident they have saved enough for retirement, advice can close that gap. Women are slightly less confident than men when it... Read More
BY Nevin E. Adams, JD | 10/29/2014
Fiduciary Plan Advisors at HighTower has added two former T. Rowe Price retirement plan execs to its management team. Charlie Vieth, who served as President and Director of T. Rowe Price Retirement... Read More
BY Michael Bushnell | 10/29/2014
Today, plan advisors are partnering with TPAs like never before, providing more robust packages to clients than either could support by themselves. But just like any other team, the partnership... Read More
BY NAPA Net Staff | 10/28/2014
Last week, more than 120 Nationwide associates earned their Retirement Plan Fundamentals (RPF) certification from ASPPA, which ranks Nationwide among the top carriers in the industry for... Read More
BY Fred Barstein | 10/28/2014
Research from Cogent Reports, a division of Market Strategies International, covering plan sponsors and plan advisors shows a number of important new trends, including a dramatic increase... Read More
BY Fred Barstein | 10/27/2014
According to a recent Plan Consultant article by CAPTRUST's Greg Middleton, advisor RFPs are on a “fast track” to becoming the preferred method for conducting an advisor... Read More
BY Nevin E. Adams, JD | 10/24/2014
Plans interested in providing lifetime income alternatives via target-date funds that include deferred annuities just got some much-needed clarity from the IRS. In Notice 2014-66, the IRS provides a... Read More
BY NAPA Net Staff | 10/24/2014
A new survey suggests that American workers are feeling better about their retirement prospects, with most of the (modest) improvement registered among higher-income individuals and women. According... Read More
BY NAPA Net Staff | 10/24/2014
LPL unveiled a new Worksite Financial Solutions mobile application during the LPL Retirement Partners Annual Conference 2014, held in Scottsdale, AZ. The app will serve as an extension of LPL’s... Read More
BY NAPA Net Staff | 10/24/2014
MassMutual’s Retirement Services has expanded its sales and relationship management teams to keep pace with its fast-growing Taft-Hartley retirement plans practice and the retirement savings... Read More
BY Stephen Davis | 10/24/2014
Needs Analysis, Fee Benchmarking Are Keys to Growing and Protecting Your 401(k) BusinessThe Department of Labor’s fee disclosure rules haven’t necessarily had the tumultuous effect that... Read More
BY NAPA Net Staff | 10/24/2014
The Principal Financial Group has introduced a personalized, at-a-glance retirement wellness scoring system for retirement plan participants. The Principal says the personalized Retirement Wellness... Read More
BY NAPA Net Staff | 10/24/2014
The average American earns 21 days of PTO each year but uses only 77% of that time, according to a new report. According to “All Work, No Pay: The Impact of Forfeited Time Off,” sponsored... Read More
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