Fifty-five percent of Hispanic investors agree that “raising and investing in kids is the best retirement plan,” compared with 41% among U.S. investors overall, and a quarter (24... Read More
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Managing a Practice
BY NAPA Net Staff | 8/13/2014
According to a study by Judy Diamond Associates that analyzed the performance of DC plans, micro plans, or those with less than 10 participants, fared better than larger plans. Using a rating... Read More
BY John Adams | 8/13/2014
LPL Financial has launched its new Worksite Financial Solutions website, developed primarily to increase plan participants’ confidence in their financial future. LPL’s objective with the... Read More
BY NAPA Net Staff | 8/13/2014
Large plans outperformed small plans in the second quarter of 2014, propelling the median return for all institutional assets tracked by the Wilshire Trust Universe Comparison Service... Read More
BY NAPA Net Staff | 8/13/2014
Ann Slotwinsky, VP of TPA Services at John Hancock Retirement Plan Services, has become president of NIPA, an organization dedicated to creating opportunities and experiences that significantly grow... Read More
BY Fred Barstein | 8/12/2014
Can dabblers survive in today's complicated DC world? While many experts think that advisors must specialize to do well in the 401(k) and related retirement plan markets, there’s a... Read More
BY NAPA Net Staff | 8/12/2014
A new Federal Reserve survey paints a bleak picture of America’s retirement future. The Report on the Economic Well-Being of U.S. Households notes that nearly a third (31%) of non-... Read More
BY NAPA Net Staff | 8/12/2014
BNY Mellon has named Michael Gordon to head its new Retirement and Strategic Solutions group. This unit was created to address a large amount of unmet client needs, including meeting current... Read More
BY John Carl | 8/12/2014
The ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and... Read More
BY NAPA Net Staff | 8/7/2014
While most participants never make investment changes in their 401(k) accounts, this July turns out to have been another quiet trading month, according to Aon Hewitt’s 401(k) Index.... Read More
BY NAPA Net Staff | 8/7/2014
When it comes to savings priorities, a new study indicates that single parents may be putting their children’s college ahead of their own retirement. Asked about their motivation for... Read More
BY Steven Dimitriou | 8/7/2014
If you enjoy Brian Graff’s “From the Hill to Summit” session at the NAPA 401(k) Summit each year, now you can join other elite advisors from around the country to actually... Read More
BY NAPA Net Staff | 8/7/2014
The new Chief Operating Officer at Global Retirement Partners is Christopher Giles, the retirement plan consulting firm announced Aug. 6. Giles’ new role will be to broaden what Global... Read More
BY NAPA Net Staff | 8/7/2014
Larger employer plans are frequently cited as having better matches, participation rates and access to lower-priced institutional funds — but a new scoring analysis claims that the smallest... Read More
BY Nevin E. Adams, JD | 8/6/2014
A few months back, I was intrigued to catch several episodes of “Cosmos,” an updated version of the classic 1980 Carl Sagan series. Along with the significantly expanded and... Read More
BY NAPA Net Staff | 8/5/2014
During the last week of July, the Bipartisan Policy Center hosted a panel on retirement security — and shared some interesting perspectives on the state of America’s retirement readiness... Read More
BY Fred Barstein | 8/5/2014
Calling themselves the “Robin Hood” of fees, FeeX, a start-up from Israel, is using technology to not only help investors determine the fees they are paying but also... Read More
BY John Adams | 8/5/2014
CUNA Mutual Retirement Solutions has hired Paul Swanson as vice president of intermediary sales and institutional relationship management. This position consolidates areas formerly led by Micah... Read More
BY John Carl | 8/5/2014
Our ERISA consultants on the Columbia Management Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified... Read More
BY Fred Barstein | 8/4/2014
Even as more money is going into TDFs in DC plans and index funds overall, financial advisors are also looking to work with fewer mutual fund providers. According to research by Market Strategies... Read More
BY Nevin E. Adams, JD | 8/4/2014
While the prospects for “comprehensive tax reform” may seem remote in this highly charged election year, the current tax preferences accorded employee benefits continue to be a focus of... Read More
BY John Iekel | 8/4/2014
More than one-in-five retirement plan participants say they don’t work with a financial professional because they think doing so would be too expensive. The survey, which was conducted among... Read More
BY John Iekel | 8/1/2014
A secure retirement and adequate retirement savings are targets many Americans can attain. That’s the conclusion that Prudential has reached, based on research by Boston College’s Center... Read More
BY John Ortman | 8/1/2014
As the DC market matures, a power struggle is emerging between record keepers and advisors. As the advisor world moves toward fee-based fiduciary plan advisors who are forming teams, some providers... Read More
BY Fred Barstein | 7/31/2014
As expected, NFP announced July 29 that 401(k)Advisors and RPAG have been integrated into NFP, with Vince Giovinazzo and Nick Della Vedova leading the retirement program there. Separately, it was... Read More
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