Several months back we acquired an aquarium, and I looked forward to filling it up with all kinds and sizes of exotic fish – only to be disappointed to find out that, despite the massive... Read More
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Managing a Practice
BY NAPA Net Staff | 10/24/2014
A new survey suggests that Millennials are “getting it” when it comes to retirement savings — or maybe as newer hires, they’re just “automatic” beneficiaries.... Read More
BY Jeff Hemker | 10/23/2014
When dramatic or disruptive changes occur to mutual funds or other investment vehicles inside defined contribution plans, many sponsors want to be quick to react. And that quick response should lead... Read More
BY Nevin E. Adams, JD | 10/23/2014
There were some mixed messages in a new survey about retirement savings. The headlines were (as usual) all about retirement non-saving: the 34% reportedly not currently contributing anything to a 401... Read More
BY Nevin E. Adams, JD | 10/22/2014
Another one bites the dust. “One” in this case being the notion that the shift in emphasis from defined benefit plans to defined contribution designs has produced a decline in retirement... Read More
BY Fred Barstein | 10/22/2014
Most retirement plan advisory practices offer multiple services to their corporate or individual clients — either because of their roots or to leverage low-hanging opportunities. While some... Read More
BY John Iekel | 10/21/2014
Retirement plans and health benefits are different things and serve different purposes. Nonetheless, they can intersect functionally — and retirement accounts and health savings accounts (HSAs... Read More
BY NAPA Net Staff | 10/21/2014
As part of a broader initiative to capture leadership of the small or emerging retirement plan marketplace, MassMutual Retirement Services is introducing an enhanced 401(k) product designed for... Read More
BY NAPA Net Staff | 10/21/2014
More than half (53%) of working Americans are very concerned about the affordability of health care coverage in retirement, and another 33% are somewhat concerned, according to a new survey. Forty-... Read More
BY NAPA Net Staff | 10/21/2014
Goldman Sachs Asset Management (GSAM) says it has strengthened its fixed income fund platform through changes to the Goldman Sachs Core Plus Fixed Income Fund. The fund has been rebranded into the... Read More
BY NAPA Net Staff | 10/21/2014
ADP Retirement Services has announced a new business relationship with TD Ameritrade to provide plan sponsors with a self-directed brokerage account (SDBA) option they can offer to their plan... Read More
BY Fred Barstein | 10/20/2014
Are robo-advisors a threat or potential partners for plan advisors looking to serve the mass affluent and Millennials? With the recent partnership between Fidelity’s IWS division, which... Read More
BY NAPA Net Staff | 10/18/2014
Lifestyle/premixed funds turned out to be the big draw for participant transfers in September. During the month lifestyle/premixed funds saw the most inflows with $129 million (44%), according to the... Read More
BY Ray Harmon | 10/16/2014
The President's Advisory Council on Financial Capability for Young Americans recently held its annual meeting — but retirement planning was barely mentioned. One of the Council’s... Read More
BY NAPA Net Staff | 10/16/2014
They say when you have your health, you have everything — and a new survey seems to bear that out. Healthier employees feel more prepared when it comes to having a financial plan, saving enough... Read More
BY NAPA Net Staff | 10/16/2014
The SEC has charged a New York City man with facilitating a $5.6 million insider trading scheme — but you’ll never guess how he shared the information. Earlier this year, the SEC charged... Read More
BY NAPA Net Staff | 10/16/2014
Voya Financial, Inc. has named Rodney O. Martin, Jr. as Chairman and CEO of its Retirement Solutions business. "Over the past few years, we have made significant progress toward achieving our... Read More
BY Fred Barstein | 10/16/2014
Record keeper consolidation, which went into hyper-drive with the combination of Putnam, Great West and JP Morgan, continues with the Oct. 15 acquisition of the Newport Group by the holding... Read More
BY NAPA Net Staff | 10/15/2014
Wellness programs are all the rage among plan sponsors — but now we have a second EEOC lawsuit challenging the involuntary design of one such program. According to a suit filed by the U... Read More
BY Fred Barstein | 10/15/2014
As with all segments of the DC provider market, it’s getting tougher to be a successful DCIO firm. As one executive stated succinctly in Hearts & Wallets’ new “The State of DCIO... Read More
BY NAPA Net Staff | 10/15/2014
Lincoln Financial Group’s retirement plan services business has launched the Lincoln Secured Retirement Income investment option, a guaranteed withdrawal benefit (GWB) designed to provide... Read More
BY NAPA Net Staff | 10/14/2014
SageView Advisory Group is pleased to announce three new members to the firm’s regional office in Chicago - Chris Reagan, Mark Dzierzak and Kevin Kaiser - further demonstrating SageView’s... Read More
BY Fred Barstein | 10/14/2014
The ninth annual study by investment consultant NEPC shows a steady decline in record keeper fees among larger plans, heralding further industry consolidation. Overall fees as a percentage of assets... Read More
BY NAPA Net Staff | 10/13/2014
The day many have been waiting for is finally at hand — Fidelity Investments has named Abigail “Abby” Johnson chief executive. The announcement was reported in The Wall Street... Read More
BY NAPA Net Staff | 10/13/2014
A new survey finds that most employers are concerned that the rising cost of health care will lead workers to cut back on retirement savings — and see a holistic approach to both as a potential... Read More
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