If the scheme being pushed by Rep. Maxine Waters (D-Calif.) and others to impose a new user fee to pay for an expansion of the SEC’s investment advisor exam program is adopted, the... Read More
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Managing a Practice
BY Nevin E. Adams, JD | 9/4/2014
Odds are, over the years you’ve been asked to do some “weird” things by your boss — and maybe you’ve found yourself in the position of making some odd requests of... Read More
BY Fred Barstein | 9/4/2014
Last year Russell announced their Adaptive Investing service, which they touted as an alternative to TDFs. The service can customize an asset allocation product for each participant in a DC... Read More
BY NAPA Net Staff | 9/4/2014
Merger and acquisition activity picked up in the second quarter of 2014, with 16 deals inked totaling approximately $19 billion in assets under management, according to a new report. Schwab... Read More
BY NAPA Net Staff | 9/3/2014
Most Gen X workers who participate in a 401(k) plan are using some form of professionally-managed account in those plans — though less than quarter say that saving for retirement is... Read More
BY NAPA Net Staff | 9/3/2014
MassMutual Retirement Services has named Aruna Hobbs as Head of Institutional Investments for Retirement Plans as part of a strategy to more aggressively promote its mutual funds and stable... Read More
BY Fred Barstein | 9/3/2014
As expected, the deal announced last April by Great-West to acquire JP Morgan’s Retirement Plan Services large-market recordkeeping business closed last week, giving the combined... Read More
BY Nevin E. Adams, JD | 9/2/2014
August looks to have been a good month for 401(k) participants. For individuals in the EBRI/ICI database during the month, the average account balance rose 4.4% for participants ages 25-34... Read More
BY Jerry Bramlett | 9/2/2014
Plan sponsors often look to their plan advisor to provide some perspective on the impact of current geopolitical events on the markets. This is especially the case when asset prices are high... Read More
BY NAPA Net Staff | 9/2/2014
Median household net worth decreased by $5,046, or 6.8%, between 2000 and 2011, but during that same period, median net worth increased for those age 65 and older, according to a new report... Read More
BY NAPA Net Staff | 9/2/2014
OneAmerica has completed the acquisition of City National Bank's retirement services record keeping business. Business operations will remain in San Diego. Terms of the agreement,... Read More
BY Andrew Remo | 8/29/2014
Its authors may not have led with that title, but a recent paper calls for wholesale changes to the way Americans currently save for retirement, including suspending all defined contribution... Read More
BY John Iekel | 8/29/2014
The gender gap in retirement savings is closing. In fact, it could be on course to reverse the long-standing predominance of men’s retirement savings rates, says a recent study by... Read More
BY NAPA Net Staff | 8/29/2014
Axios Advisory Group has affiliated with Pensionmark Retirement Group, giving Pensionmark a presence in Pittsburgh. Axios will continue to service its Pennsylvania and Arizona clients and will focus... Read More
BY Nevin E. Adams, JD | 8/28/2014
The Department of Labor has offered some "friendly" advice to the U.S. Supreme Court as it considers a review of a high-profile 401(k) fee case. In a "friend of the Court" amicus brief filing... Read More
BY NAPA Net Staff | 8/28/2014
National Financial Partners Corp. (NFP) has acquired Cincinnati-based Benefit Resources Inc., an insurance consulting and brokerage firm. Benefit Resources, founded in 1988, has been a member... Read More
BY Nevin E. Adams, JD | 8/28/2014
A new report offers a global perspective and some key findings on the challenges and opportunities of various retirement markets. The study, published by consultant Ernst & Young, was... Read More
BY NAPA Net Staff | 8/28/2014
Lincoln Financial Retirement Plan Services business recently announced three additions to the firm’s Participant Engagement team: • Alek Nabulsi, as an Advisor Director in the... Read More
BY Nevin E. Adams, JD | 8/28/2014
A federal bankruptcy judge has blocked the claims of several hundred 401(k) participants seeking to recover money invested by their retirement plans with Bernie Madoff’s investment firm. The... Read More
BY Fred Barstein | 8/27/2014
Never been examined by the SEC? Get ready. The agency has revved up examinations of firms that have never been reviewed and that are at least three years old, InvestmentNews reports. While one... Read More
BY NAPA Net Staff | 8/26/2014
Got a 401(k) problem? The IRS has an updated “fix it” guide to help. The guide outlines how to find the mistake, as well as how to fix it and avoid it in the future. Here are some... Read More
BY John Iekel | 8/26/2014
You are well aware of the value of your expertise and efforts, and now there is empirical evidence to back that up. “The Value of a Professional Plan Advisor,” a study by... Read More
BY Fred Barstein | 8/26/2014
Top DC plan advisor Jania Stout recently announced that she is leaving PSA to form her own national firm, Fiduciary Plan Advisors. Her business has grown beyond the Baltimore area and she is... Read More
BY NAPA Net Staff | 8/25/2014
Jean-Dominique Butikofer joined the fixed-income team as head of emerging markets at Voya Investment Management. Butikofer will direct the firm’s investment strategy for emerging markets,... Read More
BY Nevin E. Adams, JD | 8/25/2014
It doesn’t take a lot of deep thought to determine the primary drivers of fees that are still largely based on asset size, but a new report takes a look at the “all-in” fees... Read More
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