Americans held $6.586 trillion in employer-based DC retirement plans on June 30, 2014, of which $4.435 trillion was held in 401(k) plans. Those figures are up from $6.357 trillion and $4.265 trillion... Read More
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Managing a Practice
BY NAPA Net Staff | 9/29/2014
Nationwide Financial has added an automatic rebalancing feature to its Investment Solutions Builder (ISB) tool. With the new feature, advisors can now rebalance asset allocation models on a... Read More
BY Fred Barstein | 9/29/2014
What do most small businesses (and even bigger ones) want from their benefits and retirement plans? The answer is nothing — no cost, work or liability. A new online benefits company,... Read More
BY Nevin E. Adams, JD | 9/28/2014
We’re now about a month away from the announcement of the 2015 limits — but not so far away that we can’t speculate. The annual cost of living adjustments (COLAs) for most limits... Read More
BY NAPA Net Staff | 9/27/2014
AllianceBernstein has announced three new hires to its defined contribution team: Mark Brown, managing director for DC products, is responsible for supporting DC business development... Read More
BY Fred Barstein | 9/26/2014
Adding to an already deep bench, RCAP has hired LPL veteran Bill Dwyer to head up distribution of its non-traded REITs and other products to independent BDs, RIAs, banks and other channels... Read More
BY Nevin E. Adams, JD | 9/26/2014
Janus Capital Group Inc. has announced that legendary fixed-income manager William H. Gross will be joining Janus Capital Group, where he will manage a recently launched Janus Global... Read More
BY John Ortman | 9/26/2014
Did you read the August jobs report from the Bureau of Labor Statistics? Me neither. But buried deep in the report, a recent Fiscal Times article noted, was a bad-news milestone that bodes ill... Read More
BY John Ortman | 9/26/2014
Did you read the August jobs report from the Bureau of Labor Statistics? Me neither. But buried deep in the report, a recent Fiscal Times article noted, was a bad-news milestone that bodes ill... Read More
BY Nevin E. Adams, JD | 9/25/2014
There is a growing interest among policymakers and regulators about the potential for gamification — the use of game thinking and game mechanics in non-game contexts to engage users in... Read More
BY NAPA Net Staff | 9/25/2014
TD Ameritrade has announced a new relationship with one of the largest equity compensation software-as-a-service companies in the world, Equity Administration Solutions, Inc. (EASi). ... Read More
BY NAPA Net Staff | 9/25/2014
Kris Krikorian has joined Pentegra Retirement Services as a regional director for qualified plan sales. He will be based in Mission Viejo, CA and report to Pete Swisher, Pentegra senior vice... Read More
BY Nevin E. Adams, JD | 9/25/2014
Politics stinks. Yes, literally, it seems. According to a study published recently in the American Journal of Political Science, it seems that people can literally sniff out... Read More
BY NAPA Net Staff | 9/23/2014
More than 100 financial advisor attendees of Matrix’s 2014 Get Connected Conference recently attained NAPA’s Qualified Plan Financial Consultant (QPFC) credential. ... Read More
BY NAPA Net Staff | 9/22/2014
A new survey throws cold water on the notion that a single member of high-net-worth (HNW) couples wears the financial decision-making pants. The survey found that 66% of HNW investors made... Read More
BY Fred Barstein | 9/22/2014
As expected, FINRA backed off on stringent rules (WSJ subscription required) requiring registered reps to disclose signing bonuses to clients. Instead, FINRA would require reps to send a... Read More
BY Nevin E. Adams, JD | 9/22/2014
We know that the IRS imposes a specific timeframe on when distributions of retirement savings from qualified plans must start — but what might happen if those requirements were removed?... Read More
BY Nevin E. Adams, JD | 9/22/2014
Our industry has long maintained that a greater focus is needed on decumulation — the process/pattern for drawing down the retirement savings that the traditional focus on accumulation... Read More
BY Thomas Rowley | 9/20/2014
You already know that life insurance is designed to protect your family if you die prematurely. But are you “insured” against the opposite situation: living so long that you... Read More
BY NAPA Net Staff | 9/19/2014
The IRS has issued some much-anticipated clarity on Roth 401(k) distributions, and on cash balance plans as well. For advisors, the most helpful piece of guidance may well be found in Notice... Read More
BY Fred Barstein | 9/19/2014
Forrester Research has picked Wealthfront as the strongest and most likely to succeed among the current crop of emerging and growing robo-advisors. While it only has $1.42 billion of AUM, that... Read More
BY Andrew Remo | 9/19/2014
Three key players in the formulation and design of the auto-IRA concept came together at a Sept. 17 policy forum in Washington, D.C. to offer perspective and an assessment of the road ahead.... Read More
BY NAPA Net Staff | 9/18/2014
Attracting and retaining the right talent is a key objective of workplace benefit plans generally, and retirement plans specifically. A new study offers insights on how RIA firms are... Read More
BY John Iekel | 9/18/2014
Washington has been training its eye on fees and transparency for years now. But so is the industry. The North American Securities Administrators Association (NASAA) is the latest organization... Read More
BY NAPA Net Staff | 9/17/2014
A new analysis by the Government Accountability Office (GAO) estimates that it would take an aggressive combination of assumptions to produce a $1 million IRA — and then notes that... Read More
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