Recent M&A activity by DC advisor aggregators highlights even more activity smoldering under the surface driven by a rapidly maturing DC market. Like an iceberg, above the surface I see... Read More
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Managing a Practice
BY John Ortman | 3/25/2015
Sometime this year we'll pass a milestone: For the first time in history, there will be more Americans over 65 than there are under 15.How do we plan for a society that has more old people than... Read More
BY Michael Bushnell | 3/25/2015
For years, the common belief was that wealth management drove the DC industry, while corporate and individual retirement plans were just a nice niche to maybe round out the portfolio. But since the... Read More
BY John Iekel | 3/24/2015
What constitutes excellent service? That’s an important question for an advisor, since the ultimate goal is to provide exactly that to clients and ultimately plan participants. To help... Read More
BY John Iekel | 3/24/2015
Are your clients having trouble building engagement with and participation in a retirement plan? Is your level of engagement with customers moribund? If so, have you considered what the processes you... Read More
BY John Iekel | 3/23/2015
“Let’s face it, the advisor community is changing.” With that, David Levine, Principal, Groom Law Group, Chartered, captured the message and import of a March 23 workshop session at... Read More
BY NAPA Net Staff | 3/22/2015
For the first time, plan advisors now have a way to demonstrate that they have the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities: the... Read More
BY John Ortman | 3/22/2015
Do you want to just build a job for yourself? Or do you want to create something valuable that outlasts, or even outlives, you? According to David Grau, founder and president of FP Transitions,... Read More
BY Fred Barstein | 3/20/2015
Global Retirement Partners, LLC, a firm that CEO Bill Chetney says was built by advisors for advisors, has now been bought — by advisors.A group of retirement plan advisory firms has... Read More
BY Nevin E. Adams, JD | 3/19/2015
Well, if the Kentucky Wildcats don’t prevail in the NCAA tournament, it seems like a lot of those ubiquitous brackets will be “ruined.”Indeed, even in this week’s head-to-head... Read More
BY NAPA Net Staff | 3/18/2015
UBS Wealth Management Americas announced March 17 that it has renamed its retirement plan consulting business, UBS Retirement Plan Consulting Services. The business was formerly known as the DC... Read More
BY NAPA Net Staff | 3/18/2015
Your plan sponsor clients just got a little more breathing room on those annual 401(k) plan investment notices.The U.S. Department of Labor's Employee Benefits Security Administration (EBSA) has... Read More
BY Nevin E. Adams, JD | 3/17/2015
As spring follows winter, so apparently do dire predictions about the nation’s retirement prospects. For example, the Center for Retirement Research (CRR) at Boston College now claims we are... Read More
BY Nevin E. Adams, JD | 3/16/2015
March Madness is upon us — but this week’s poll offers you a unique way to look at those NCAA basketball tournament brackets.Despite the efforts to seed and place teams, the beauty of the... Read More
BY Michael Bushnell | 3/16/2015
Baby Boomers who have yet to cut the financial cord with their adult children are increasingly finding that tether to be more like an anchor keeping them from reaching retirement.According to a new... Read More
BY NAPA Net Staff | 3/15/2015
Record highs on Wall Street did little to motivate participant movement in February — and while transfers favored fixed income during the month, international funds also had some allure.... Read More
BY Steve Branham | 3/15/2015
A trusted advisor can be an invaluable multiplier of your decision making process. A trusted advisor can keep you focused on your sense of purpose and unlock additional potential in you; help you to... Read More
BY Fred Barstein | 3/15/2015
In a deal sure to send shockwaves around the DC plan advisor industry, CAPTRUST and Pensionmark have announced a partnership to create a jointly owned RIA run by Pensionmark with a capital investment... Read More
BY Nevin E. Adams, JD | 3/13/2015
Plan sponsors have a lot to keep up with — but what’s the biggest mistake they make?Well, according to this week’s poll of NAPA Net readers, the biggest mistake lies in either not... Read More
BY NAPA Net Staff | 3/11/2015
Schwab announced the release of its much awaited robo advisor, Schwab Intelligent Portfolios (SIP), on March 9.However, the retail offering, which is being touted with no advisory fees, commissions... Read More
BY Michael Bushnell | 3/11/2015
Millennials know that they should save for retirement, but a new study from Principal shows that many young workers are finding that to be easier said than done, creating a major opening for advisors... Read More
BY Thomas Rowley | 3/11/2015
As you almost certainly know by now — unless you’re running late for work — Daylight Saving Time (DST) started last weekend. Like most Americans, you probably scrambled around... Read More
BY NAPA Net Staff | 3/9/2015
The job of a plan sponsor is complex and ever-changing. In fact, there are so many things to worry about, it seems that there is a nearly infinite list of things that can go wrong on any given day.... Read More
BY NAPA Net Staff | 3/9/2015
Retirees will need an average of $2.5 million to maintain the same quality of life in retirement, according to a recent Legg Mason survey.The majority (72%) of the 458 U.S. respondents to the Legg... Read More
BY NAPA Net Staff | 3/9/2015
At its annual national sales meeting, OneAmerica® unveiled a new a practice management program for financial advisors that offers strategies in areas such as sales, marketing, branding, HR,... Read More
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