Last Week Tonight with John Oliver recently included a segment that was deeply critical of the financial services industry and specifically referenced the 401(k) plan that the show’s production... Read More
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Service Providers
BY Fred Barstein | 6/16/2016
Though proposal activity is high, it seems like advisors and plan sponsors are reluctant to make a change. Could the new DOL conflict of interest rule be the culprit?Anecdotal evidence from providers... Read More
BY NAPA Net Staff | 5/31/2016
American Funds, a family of mutual funds from Capital Group, has launched Target Date ProView, a new interactive target date fund evaluation tool that aligns with the Department of Labor’s 2013... Read More
BY John Iekel | 5/11/2016
Recent research about the development of annuity products and certain life insurance products used for retirement purposes provided food for thought at a May 6 session of LIMRA’s 2016 Retirement... Read More
BY NAPA Net Staff | 4/25/2016
Beaumont Capital Management (BCM), an asset manager best known for its ETF strategies, has launched a series of risk-managed target date Collective Investment Funds (CIFs).The risk-managed target... Read More
BY NAPA Net Staff | 4/22/2016
GROUPIRA 2.0 now provides customized solutions for investment advisers, and makes GROUPIRA an integrated solution within the entire FIS Relius product space. Unveiled at the NAPA 401(k) Summit by... Read More
BY Fred Barstein | 4/13/2016
The days of the “Wild West” are over. Given the new realities of the DC market, advisors have to be more thoughtful about how they approach their DCIO partners for support and learn how to leverage... Read More
BY Fred Barstein | 4/4/2016
In case you have not noticed, industry consolidation is happening at a fevered pitch, led by record keepers, but also affecting DCIOs, BDs and even advisors. In the latest news, a private-equity-led... Read More
BY Jeff Hemker | 3/11/2016
First, we must understand who the smartest people are. And that’s simple: Without question, the most quoted, trusted, all-knowing authority in the US today is the nebulous “they.”Here’s an example.... Read More
BY Fred Barstein | 3/6/2016
For a regulation that has not even been finalized, the DOL’s conflict-of-interest rule is already causing significant changes in the market.This impact was highlighted by the recent sale of MetLife’s... Read More
BY Fred Barstein | 3/1/2016
It looks like the DOL’s conflict-of-interest rule may be claiming another broker dealer victim — or at least it may get partial credit.The two organizations announced Feb. 29 that they had entered... Read More
BY Nevin E. Adams, JD | 3/1/2016
Last week I wrote about what you can get from an RFP — but there are some other things that you might want to bear in mind before you get to that point.Know What You’re Looking ForA good process will... Read More
BY Fred Barstein | 2/24/2016
Do HSAs offer an opportunity for DCIOs to manage more money in corporate benefits, as suggested recently by a Wall Street Journal article? Though Devenir Research reported healthy gains in HSAs in... Read More
BY Betsy Warrick | 2/12/2016
Collective investment trusts (CITs) — pooled investment funds designed exclusively for qualified retirement plans — became even more popular last year, as they were included as one of the investment... Read More
BY Thomas Rowley | 2/5/2016
It’s here again… just as you’re becoming complacent about your New Year’s resolutions, IRA season arrives. And with the April 15, 2016 IRA contribution deadline looming, there’s no room for... Read More
BY Fred Barstein | 1/26/2016
Most DC record keepers, and even DCIOs, build their sales and marketing strategies around the size of DC plans.Though services and investments differ greatly depending on the size of plans, sales in... Read More
BY Nevin E. Adams, JD | 12/8/2015
My single memory of venturing out on Black Friday to shop came at the instigation of my “little” sister, who has long undertaken such forays. Nor was this to be a random shopping expedition — armed... Read More
BY NAPA Net Staff | 12/2/2015
Allianz Global Investors, an asset management company of Allianz SE, recently announced the development of a Glidepath Optimizer, which translates specific plan demographic information into an... Read More
BY NAPA Net Staff | 11/23/2015
According to published reports, Fidelity is ending its alliance with Betterment Institutional, with plans to unveil a new digital platform, including plans for a digital offering for advisors.The New... Read More
BY Betsy Warrick | 11/18/2015
For many retirement plan sponsors, the decision of which investment vehicle to select for their participants is one of their most important — and most arduous.Collective investment trusts (CITs),... Read More
BY Fred Barstein | 11/17/2015
It’s obvious why CFOs tend to care more about a DB plan than a DC plan — funded status and contribution draws can not only increase a company’s liability, they can seriously erode its viability.The... Read More
BY NAPA Net Staff | 11/13/2015
AB (formerly AllianceBernstein) has created a unit that will take a discretionary fiduciary role in the selection of annuity providers for the firm’s Lifetime Income Service solution. Acting as a 3(... Read More
BY NAPA Net Staff | 11/11/2015
Schwab Advisor Services announced the addition of a new hiring and retention tool to its RIA Talent Advantage™ program on Nov. 10. According to a news release, the new RIA Talent Advantage™... Read More
BY NAPA Net Staff | 11/11/2015
The fact that some funds share revenue and some don’t creates a situation in which DC plan participants with the same account balance often pay a varying net amount for record keeping services, Jerry... Read More
BY NAPA Net Staff | 11/6/2015
The Pension Protection Act of 2006 has spurred sweeping adoption of target date funds (TDFs) as qualified default investment alternatives (QDIAs), and TDFs continue to grow within DC plans. For plan... Read More
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