Correcting common misperceptions about these retirement plan vehicles: Part 3In previous blogs, I have sought to dispel common misperceptions about collective investment trusts (CITs), also known as... Read More
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Service Providers
BY Fred Barstein | 8/13/2015
In the early days of the advisor sold DC business in the mid-1990s, a big problem was that advisors had too many plans concentrated with just a few record keepers and, in some cases, all of their... Read More
BY NAPA Net Staff | 8/12/2015
TIAA-CREF announced Aug. 11 the launch of two mutual funds that incorporate environmental, social and governance (ESG) criteria as part of their security selection process: The TIAA-CREF Social... Read More
BY Fred Barstein | 8/6/2015
Last week, CAPTRUST closed on a deal to acquire MFP Strategies, located in Bethlehem, Pa., with $5 billion in assets, bringing the firm’s assets under administration to $180 billion with 300... Read More
BY Michael Bushnell | 8/4/2015
LPL Financial announced on Aug. 5 that it is introducing the Vendor Affinity Program, offering advisors analytics-based information that focuses on trends among pension funds, insurance companies and... Read More
BY NAPA Net Staff | 8/3/2015
John Hancock Retirement Plan Services will offer the HelloWallet financial wellness tool to plan sponsors on its Total Retirement Solution platform for use by their plan participants, the firm... Read More
BY Michael Bushnell | 8/3/2015
With the goal of responding to shifting investor preferences for diversified investments built to withstand market volatility, American Century Investments has announced it is expanding its line of... Read More
BY Michael Bushnell | 8/3/2015
Guardian Retirement has unveiled a revamped website with several new features designed to improve the overall experience for financial professionals, as well as plan sponsors, third party... Read More
BY Fred Barstein | 7/27/2015
With retirement front and center for most Americans and economic growth being fueled by smaller businesses — among which the Government Accountability Office says only 14% with 100 or fewer employees... Read More
BY NAPA Net Staff | 7/27/2015
J.P. Morgan Asset Management released its latest Retirement Insights white paper July 27 outlining best practices for selecting a target date strategy for DC plans.The white paper, “Custom or off-the... Read More
BY Betsy Warrick | 7/22/2015
Correcting common misconceptions about these retirement plan vehicles: Part 2Misperceptions abound about collective investment trusts (CITs), also known as collective trust funds. In my last blog, “... Read More
BY NAPA Net Staff | 7/20/2015
MassMutual Retirement Services is introducing co-browsing to enhance online services to retirement plan savers, employers, financial advisors and TPAs.Co-browsing, which is used only when a client... Read More
BY NAPA Net Staff | 7/15/2015
Pentegra Retirement Services introduced on July 15 the “Pentegra Participant SmartPath™,” a new online report that sets forth recommended practices that may help to best ensure successful retirement... Read More
BY NAPA Net Staff | 7/7/2015
Whenever I think of summer, I think of the summer reading list. In high school, those thoughts tended toward dread of Dostoyevsky’s 600 pages of unpronounceable names or fear of Faulkner’s... Read More
BY Fred Barstein | 7/6/2015
The mid-year update of NAPA Net’s list of DCIOs is complete, and we’ve updated both the list and the accompanying commentary.While changes for DCIOs may be less dramatic than for record keepers, they... Read More
BY NAPA Net Staff | 6/30/2015
Fidelity Investments® has launched a program to help plan sponsors and advisors who consult on retirement plans with the selection and monitoring of investments while providing increased liability... Read More
BY NAPA Net Staff | 6/29/2015
John Hancock Retirement Plan Services (JHRPS) announced June 26 that it is supporting the use of LPL Financial’s Employee Advice Solution (EAS), a tool available within LPL’s Worksite Financial... Read More
BY Fred Barstein | 6/26/2015
OneAmerica has purchased the U.S. retirement division of Bank of Montreal (BMO), positioning itself to be a major player in the advisor sold DC market. Following its recent acquisitions of the... Read More
BY NAPA Net Staff | 6/24/2015
Plan sponsors appear to be souring on the service provided by their retirement service providers, perhaps because their expectations are rising, according to a new report.The percentage of clients... Read More
BY Betsy Warrick | 6/15/2015
Of all the decisions that face retirement plan sponsors today, choosing the right investment vehicle is one of the most important — and one of the most misunderstood. I find there’s a lot of interest... Read More
BY Betsy Warrick | 6/12/2015
Of all the decisions that face retirement plan sponsors today, choosing the right investment vehicle is one of the most important — and one of the most misunderstood. I find there’s a lot of interest... Read More
BY NAPA Net Staff | 6/12/2015
Reuters is reporting that the buyers for Russell Investments are down to three, including a large U.S. benefits consulting firm.Citing “people familiar with the matter,” Reuters said that Towers... Read More
BY Jon Vogler | 6/11/2015
A U.S. Supreme Court decision earlier this month appears to strengthen the independence of the “duty to monitor” investment requirements for an ERISA plan.While the Supreme Court remanded specifics... Read More
BY NAPA Net Staff | 6/11/2015
Franklin Templeton Investments has expanded its target date fund lineup, introducing the Franklin LifeSmart 2055 Retirement Target Fund on June 10. The new fund “is aimed at Millennial investors who... Read More
BY NAPA Net Staff | 6/10/2015
MassMutual is launching a employee benefits guidance tool to help Americans make decisions about their financial needs, including health care coverage, insurance protection and retirement savings,... Read More
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