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Managing a Practice

BY Michael Bushnell | 4/8/2015
As businesses continue to recover from the Great Recession, the number of employers that offer retirement plans has nearly returned to pre-crisis levels, according to a new survey from the... Read More
BY Fred Barstein | 4/7/2015
Plans record kept by Vanguard in 2014 show a growing use not only of TDFs but also of more participants using them as their single investment strategy. Almost all participants (97%) are in a plan... Read More
BY Nevin E. Adams, JD | 4/7/2015
Ours is a complex and complicated business — constantly changing and evolving. And yet, there are key fallacies about today’s retirement system — and how it compares with what used... Read More
BY Nevin E. Adams, JD | 4/6/2015
Seems like every other week there is a survey, or a story about a survey, that purports to chronicle Americans’ confidence (or lack thereof) about their prospects for a financially viable... Read More
BY NAPA Net Staff | 4/6/2015
The process seems pretty simple — you fill out the beneficiary form when you open your IRA account, tuck it away, and you’ve secured your legacy for your loved ones. What could possibly... Read More
BY Nevin E. Adams, JD | 4/3/2015
Plans that have, or have been contemplating, automatic enrollment features just got some good news from the Internal Revenue Service.In Rev. Proc. 2015-28, issued April 2, the IRS provided new safe... Read More
BY Nevin E. Adams, JD | 4/3/2015
You hear a lot of talk these days about measuring plan health, retirement readiness and plan outcomes. Realizing that each plan can have its own measure of success, in this week’s NAPA Net... Read More
BY Don Trone | 4/2/2015
If you’re an RIA or IAR, you are required by the SEC (federal and most states) to have a code of ethics. If you are using the sample language provided by the SEC, then you don’t have a... Read More
BY Fred Barstein | 4/2/2015
Cammack Retirement’s Jeffrey Snyder recently published a thoughtful list of trends likely to affect the retirement market. Not only do these trends represent opportunities for advisors to... Read More
BY NAPA Net Staff | 4/2/2015
Participants in automatic enrollment plans tend to save below the level of the employer match, clustering around the relatively low default rates. But does this trend hold over time?New research from... Read More
BY NAPA Net Staff | 4/2/2015
After a string of positive months for average 401(k) balances, the markets finally took their toll in March.The average account balance of those aged 55-64 with more than two decades of tenure with... Read More
BY NAPA Net Staff | 4/1/2015
Individuals’ contributions to Health Savings Accounts (HSAs) had been increasing until 2011, but have declined since, according to new research.Between 2011 and 2014, the percentage of... Read More
BY John Iekel | 4/1/2015
With the industry's focus on 401(k)s, DB plans and 403(b)s, 457 plans garner much less attention. Yet, according to a recent report by the National Association of Government Defined... Read More
BY Fred Barstein | 4/1/2015
Many advisors view HR and benefits managers as obstacles to overcome to get to decision makers like the CEO or CFO. To the “Triple F” advisor focused on fees, funds and fiduciary —... Read More
BY Fred Barstein | 4/1/2015
FiduciaryNews’ Christopher Carosa raises the controversial question of whether the time has come to eliminate 12b-1 fees and other forms of revenue sharing in corporate retirement plans. ... Read More
BY Michael Bushnell | 4/1/2015
As the 401(k) industry expands in both size and complexity, it’s harder than ever for advisors to help clients without inadvertently creating legal and compliance risks in the process. In the... Read More
BY NAPA Net Staff | 4/1/2015
The Internal Revenue Service is moving to make it easier – and in some cases cheaper – to remedy plan problems with participant loans.In Revenue Procedure 2015-27, the IRS said it is... Read More
BY Nevin E. Adams, JD | 3/31/2015
New nonpartisan data has uncovered a major uptick in retirement confidence, as millions of Americans with access to workplace retirement plans finally took advantage of the wide array of resources... Read More
BY NAPA Net Staff | 3/30/2015
American retirement savers looking for an edge in achieving lifetime income security would be well advised to seek out an advisor, according to a new report.The report, published by Empower... Read More
BY NAPA Net Staff | 3/30/2015
Total U.S. retirement plan assets were $24.7 trillion as of Dec. 31, 2014, with defined contribution assets registering the strongest percentage growth, according to a new report.While total... Read More
BY NAPA Net Staff | 3/30/2015
The Principal Financial Group® announced March 25 that it has consolidated new and existing resources into a retirement transition program that offers an increased level of engagement, education... Read More
BY Nevin E. Adams, JD | 3/30/2015
You hear a lot of talk these days about measuring plan health, retirement readiness and plan outcomes.  A recent plan sponsor survey found that overall participation rate ranked highest among... Read More
BY Don Trone | 3/30/2015
Planning is a critical aspect of any undertaking, whether it be business, personal or financial. A process, either formal or not, is almost always essential. Key steps usually include Analyze,... Read More
BY NAPA Net Staff | 3/27/2015
Empower Retirement received the Deal of the Year award at the 22nd annual Mutual Fund Industry Awards, held in New York City on March 26. Empower was formed last year through Great-West... Read More

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