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Managing a Practice

BY Fred Barstein | 3/6/2015
With all the activity and VC money around robo advisors, it was only a matter a time before we had our first robo DC platform. As the Wall Street Journal reports, (subscriber-only content) Henry... Read More
BY Nevin E. Adams, JD | 3/5/2015
What do NAPA Net readers want to talk about? Plan sponsors.More specifically, “what drives plan sponsors to act,” according to our most recent reader poll, where we asked NAPA Net readers... Read More
BY NAPA Net Staff | 3/4/2015
February turned out to be a good month for the stock markets — and for 401(k) participants.The average account balance of those aged 55-64 with more than two decades of tenure with their current... Read More
BY Fred Barstein | 3/4/2015
While others are making a big bet on the robo advisor wave, LPL is backing away. On a recent earnings call, LPL’s CEO Mark Casady explained why they are shutting down Nestwise, which had been... Read More
Editor’s Note: This post marks the debut of “7 Signs," a new series of columns by Don Trone and various colleagues and friends. Share your own take on their perspective — use the... Read More
BY NAPA Net Staff | 3/4/2015
Broadridge Financial Solutions, Inc. announced March 3 that it has acquired Direxxis LLC, a provider of cloud-based marketing solutions and services, to expand its suite of solutions for wealth and... Read More
BY Fred Barstein | 3/4/2015
With plan sponsors juggling numerous priorities, meaningful engagement with prospects and even clients can be a challenge. Rocaton, a mid and large market consultant, put together 15 suggested... Read More
BY NAPA Net Staff | 3/2/2015
Say you had an opportunity to sit down with a group of advisors, and you had an hour to share ideas, experience, ask questions about…anything. What would you most like to talk about?What's... Read More
BY NAPA Net Staff | 2/27/2015
Vanguard plans to expand its low-cost target-date lineup with an array of new mutual funds and trusts for institutional investors by the end of the second quarter, the company announced Feb. 26.... Read More
BY NAPA Net Staff | 2/26/2015
Fidelity Investments® announced Feb. 26 an innovative new program designed to motivate investors to accelerate their retirement preparedness through a matching contribution component to... Read More
BY Nevin E. Adams, JD | 2/26/2015
If the Government Accountability Office (GAO) has its way, plan sponsors will have a new reporting obligation to the Department of Labor.Specifically, GAO recommends that DOL improve oversight by... Read More
BY Nevin E. Adams, JD | 2/26/2015
NAPA Net readers didn’t have to look very far to identify the biggest impediment to the adoption of lifetime income solutions in defined contribution plans.The top voted response in this week... Read More
BY Michael Bushnell | 2/25/2015
Even as the economy has bounced back from the dark days in the late 2000s, an overwhelming number of working-age Americans still have concerns about their finances.A new study conducted by Harris, on... Read More
BY Jon Vogler | 2/24/2015
As expected, President Obama’s fiscal year 2016 federal budget proposal, released on Feb. 2, includes many retirement-related items. Here’s a brief recap of key retirement provisions.... Read More
BY NAPA Net Staff | 2/24/2015
According to an analysis and a scatter graph by BrightScope, average fees for small plans run between 1.5% and 2%. Ryan Alfred of Brightscope points out that while fees have come a long way... Read More
BY NAPA Net Staff | 2/24/2015
The average U.S. household’s savings rate jumped to 5.5% last year, up from 4.6% in 2013, according to a new household finance study by Hearts & Wallets.The picture of household wealth isn... Read More
BY NAPA Net Staff | 2/23/2015
Despite the encouragement of regulators, the retirement plan industry at large and many retirement plan advisors, the take-up rate among plan sponsors remains rather modest.In a recent industry... Read More
BY Don Trone | 2/23/2015
I just came across an incredible story that was reported by Financial Planning magazine recently: “Charles Barkley Plug [Is] a Slam Dunk for Raymond James Advisor.” The article is... Read More
BY Nevin E. Adams, JD | 2/20/2015
On Sunday the 87th Academy Awards will honor what is said to be the best films of 2014, but the NAPA Net reader “academy” has already weighed in.Now, for fun, I threw in the nominees for... Read More
BY Fred Barstein | 2/18/2015
While there are diverse opinions on exactly how the retirement industry will change over the next five years, nearly everyone agrees that changes in technology and provider consolidation will shape... Read More
BY Christopher Carosa | 2/18/2015
I recently spent an entire morning on what’s called a “radio tour.” Apparently, my publicist thought the best way to spark interest in my new book, Hey! What’s My Number?... Read More
BY NAPA Net Staff | 2/18/2015
Two-thirds of American adults have experienced an event or situation that has had a negative effect on their financial plans for the long-term/retirement, including 75% of those under age 25,... Read More
BY NAPA Net Staff | 2/17/2015
Despite being the QDIA of choice among DC plans by an overwhelming margin, the seemingly unstoppable growth of TDFs finally slowed in the last quarter of 2014. According to research from... Read More
BY Nevin E. Adams, JD | 2/16/2015
Next Sunday the 87th Academy Awards will honor what are said to be the best films of 2014.Perhaps less well known is the event that will precede it by a day, the 35th annual Golden Raspberry Awards,... Read More
BY Michael Bushnell | 2/13/2015
Buoyed by a rising stock market, most DC plan participants stayed the course, according to a new survey published by the Investment Company Institute.The trends largely reflected a continuation of... Read More