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Managing a Practice

BY NAPA Net Staff | 1/31/2013
Thomas Friedman, the noted New York Times columnist who wrote the seminal book The World is Flat in 2004, had some sage advice yesterday for President Obama that should resonate with plan advisors.... Read More
BY NAPA Net Staff | 1/24/2013
Editor’s Note: This is the latest in a series of posts by speakers at the 2013 NAPA/ASPPA Summit, March 3-5, 2013 in Las Vegas. Charlie Epstein and Marcia Wagner address the question of how you can... Read More
BY NAPA Net Staff | 1/15/2013
Stace Hilbrant, Managing Director and Founder of Chicago-based 401k Advisors, identifies the four most important and effective things he sees the very best advisors doing to help their clients. 1.... Read More
BY NAPA Net Staff | 1/8/2013
Are employer-sponsored Health Savings Accounts the new “401(k) plans for health care”? According to a Fox Business report they may well be. Money going in and out of HSAs — if spent on medical... Read More
BY NAPA Net Staff | 1/8/2013
Arthur J. Gallagher & Co. announced the acquisition of Gardner & White, an employee benefits consultant based in Indianapolis specializing in the health care industry. Last week Gallagher... Read More
BY NAPA Net Staff | 12/13/2012
Bringing about significant change is a three-step process. It begins with awareness, followed by willingness and capped by action. Though the recent plan- and participant-level fee disclosures might... Read More
BY NAPA Net Staff | 12/13/2012
Should enrollment meetings be limited to 10 minutes or less? A paper authored by Diversified makes a strong case. New employees can be burnt out after days and maybe weeks of new employee orientation... Read More
BY Rick Meigs | 12/6/2012
Often we miss some of the simplest and easiest opportunities to enhance our relationships with existing retirement plan clients. That's the premise laid out by Bob Kaplan, national retirement... Read More
BY NAPA Net Staff | 12/5/2012
Providing individual advice to plan participants can be difficult for many reasons. Those who have figured it out, however, have shown great improvement in outcomes. The challenges include scale (... Read More
BY NAPA Net Staff | 11/20/2012
Sometimes it feels like the Great Recession was like Hurricane Sandy: devastating, unexpected and with far-reaching effects, especially on retirement savings and policy. In times of crisis, we turn... Read More
BY NAPA Net Staff | 11/9/2012
With the election behind us, Congress and the president will soon have to face some daunting issues, starting with the budget deficit. With significant revenue increases unlikely, cost reductions... Read More
BY NAPA Net Staff | 11/2/2012
Here are the top 10 most-read articles on NAPA Net in October, listed Letterman-style:10. Implementing Tablet Technology in Your Qualified Plan Reviews9. 408(b)(2.0): The Next Steps for Advisors8. ... Read More
BY NAPA Net Staff | 11/2/2012
Political changes resulting from the November 6 elections are unlikely to have a major effect on how critical retirement plan policy decisions are made. Most significantly, decisions about... Read More
BY NAPA Net Staff | 10/30/2012
By Steve SullivanLeading with a bullhorn and a battle cry, ASPPA’s Executive Director and CEO Brian Graff called on attendees at the 2012 ASPPA Annual Meeting Oct. 28 to marshal their resources and... Read More
BY NAPA Net Staff | 10/22/2012
Aided by many low-cost providers and proponents of DB plans or a nationalized DC system, the media continue to focus on fees as the main culprit in the so-called retirement crisis. As a result, plan... Read More
BY NAPA Net Staff | 10/12/2012
By Danny StreiffFor decades, the only “unsolvable” problem in our industry has been everyone’s most important problem: getting people to save much more so they’ll have enough for a comfortable... Read More
BY NAPA Net Staff | 10/9/2012
Batten down the hatches — a perfect storm lies dead ahead. Election-year politics, a struggling economy, a gargantuan federal budget deficit and the push for tax reform will combine soon, and will... Read More
BY John Ortman | 10/4/2012
It’s campaign season — do you know where your proposed regulation is?The pending regulation from the DOL that would expand the definition of investment advice and fiduciary status with respect to... Read More
BY NAPA Net Staff | 9/28/2012
By Sheldon M. Geller, Esq., CPAThe Employee Retirement Income Security Act (ERISA) requires plan sponsors and other plan fiduciaries to act prudently and solely in the interest of plan participants... Read More