Skip to main content

You are here


Managing a Practice

BY NAPA Net Staff | 2/13/2015
It seems that part of that “Silver Tsunami” heading into retirement is made up of financial advisers. Cerulli Associates reports that the number of U.S. financial advisers fell for the... Read More
BY John Iekel | 2/13/2015
In the not-so-distant past, DC plans were supplemental savings vehicles intended to augment a pension and Social Security benefits. Today, however, DC plans serve as the primary source of retirement... Read More
BY Thomas Rowley | 2/12/2015
Many people have asked how the retirement proposals in a fact sheet published before President Barack Obama’s State of the Union address will affect them. The answer is they won’t... Read More
BY Nevin E. Adams, JD | 2/12/2015
Let me be perfectly clear: Even from a 30,000 foot view, that is not in our wheelhouse, and at the end of the day we just need to bring our ‘A’ game and think outside the box to achieve... Read More
BY NAPA Net Staff | 2/12/2015
Nearly half of plan sponsor respondents say they offer no retirement income options in their DC plans — and another third say they are unsure about which options are offered. And while the... Read More
BY NAPA Net Staff | 2/11/2015
Voya Financial announced Feb. 10 that its Retirement Solutions business has added a new retirement income investment option to its record keeping platform.   Designed by AllianceBernstein (AB... Read More
BY NAPA Net Staff | 2/11/2015
An emerging “Generation D” (for digital) is not only embracing technology, but those tools are influencing their relationship with their advisors, a new survey by Accenture found.... Read More
BY NAPA Net Staff | 2/11/2015
The percentage of plans offering investment advice slipped lower over the past year, with most of that decline coming at the expense of advisors. PLANSPONSOR’s 2014 Defined Contribution Survey... Read More
BY NAPA Net Staff | 2/10/2015
Greenspring Wealth Management, Inc., announced Feb. 3 the launch of Target Date (k)larity®, an evaluation tool to help DC plan fiduciaries and committees choose the most appropriate TDF strategy... Read More
BY Fred Barstein | 2/10/2015
With the graying of financial advisors, more and more are facing a difficult question: What’s next? A sister company of Cambridge Investment Research may have an answer for those who don’... Read More
BY Michael Bushnell | 2/9/2015
As life expectancy rates rise and the ratio of Social Security supporters to beneficiaries shrinks, NAPA Executive Director Brian Graff says Americans are going to have to accept the truth: something... Read More
BY Nevin E. Adams, JD | 2/9/2015
It’s almost impossible to have a meeting, make a presentation, or even have a business-related conversation without being bombarded by … buzzwords. It’s gotten so bad, in fact,... Read More
BY NAPA Net Staff | 2/9/2015
Following a review of mutual funds in qualified plans and charitable trusts, Raymond James sent a note to branch managers that some clients may be due a rebate based on the break points part of the... Read More
BY John Iekel | 2/9/2015
There is an inverse relationship between the generosity of a local government defined benefit plan and its employees’ contributions to a supplemental retirement plan, a team of North Carolina... Read More
BY Nevin E. Adams, JD | 2/6/2015
There are many reasons why an employer of any size might choose not to offer a retirement plan at any particular time, but the coverage gap among smaller employers has drawn particular attention.In... Read More
BY NAPA Net Staff | 2/5/2015
January turned out to be a rough month for stocks, but participant balances managed to gain ground. The average account balance of those aged 55-64, with more than two decades of tenure with their... Read More
BY Nevin E. Adams, JD | 2/5/2015
There’s been plenty of talk about the need to save more for retirement, increase participation in retirement plans and heighten awareness about the need to be ready to support oneself in one... Read More
BY NAPA Net Staff | 2/5/2015
The IRS has outlined some errors of omission — or commission — that could draw audit scrutiny for your plan sponsor clients. Specifically, the IRS cautions that entering incorrect... Read More
BY NAPA Net Staff | 2/5/2015
Cafaro Greenleaf, an industry-leading and nationally recognized boutique investment advisory and consulting firm to corporate, public and non-profit retirement plans, announced Feb. 5 the launch of... Read More
BY NAPA Net Staff | 2/4/2015
A new survey finds that more than three-quarters (76%) of Baby Boomers who retired within the past five years felt “in control” of their decision to retire. But while very few new... Read More
BY Fred Barstein | 2/4/2015
Fidelity Investments announced Feb. 2 that it has agreed to acquire eMoney Advisor, a leading wealth planning software firm. The acquisition is part of Fidelity's larger vision to continue... Read More
BY Michael Bushnell | 2/4/2015
Americans’ satisfaction with the DC retirement system is on the rise, and they’re averse to the government making any changes to it, a new report by the Investment Company Institute... Read More
BY Fred Barstein | 2/3/2015
Our newly updated DC Provider Consolidation Report shows that consolidation heated up dramatically in 2014, with 13 deals — up from six in 2013 and just three in 2008. The percentage of record... Read More
BY NAPA Net Staff | 2/3/2015
TD Ameritrade Institutional has announced the launch of Veo One, a software platform designed to allow advisors to bring their existing Veo Integrated applications onto a single platform, gaining a... Read More
BY Nevin E. Adams, JD | 2/3/2015
One of my favorite movies — and perhaps my favorite “holiday” move — is Groundhog Day, the 1993 film starring Bill Murray as an arrogant weatherman who finds himself stuck in... Read More