Transamerica Retirement Solutions announced a new workplace retirement plan program with Merrill Lynch on June 2 that will expand its options for not-for-profit organizations. Merrill Lynch is also... Read More
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BY NAPA Net Staff | 5/22/2015
Thornburg Investment Management announced May 26 that its QDIA Blue Book fund evaluation service is now available to advisors. This newest addition to Thornburg’s library of advisor resources will... Read More
BY NAPA Net Staff | 5/19/2015
Pershing, a BNY Mellon Company, announced May 18 the launch of its new Subscribe® Annuity Analytics Dashboard, an annuity data, reporting and presentation tool powered by Albridge Analytics.... Read More
BY Jeff Hemker | 5/15/2015
Have you noticed a manic feeling on Monday mornings when your inbox is packed with new email, but you’re in a hurry to get to work? So you scan through this deluge quickly, routinely deleting the... Read More
BY Fred Barstein | 5/12/2015
In an announcement that is sure to shock almost no one, JC Flowers has put Ascensus back on the block, looking for $1 billion. In 2012, a reported sale to another DC provider for $400 million fell... Read More
BY NAPA Net Staff | 5/11/2015
Retirement savers can now tap into their MassMutual RetireSmartSM account information any time day or night by installing the new MassMutual RetireSmart mobile app on their Apple® and AndroidTM... Read More
BY NAPA Net Staff | 5/7/2015
Envestnet Retirement Solutions (ERS) announced May 7 that Securities America, Inc. will offer its more than 2,000 independent advisors access to ERS’s leading retirement advisor workstation.... Read More
BY NAPA Net Staff | 5/5/2015
Last holiday season my wife gave me a wonderful gift — a Fitbit. It’s a small device you wear or carry all day to count how many steps you take and how many calories you’re burning... Read More
BY Fred Barstein | 5/5/2015
In another sign of record keeper consolidation, NADART, the retirement plan offered by the National Automobile Dealers Association, has announced that it is exiting the 401(k) plan business and... Read More
BY Jeff Hemker | 4/21/2015
While grocery shopping in Skokie, Ill., 30 years ago, I learned a very interesting communication skill from a harried mother urging her son choose a package of chewing gum in the checkout line. In a... Read More
BY Fred Barstein | 4/20/2015
Charlie Nelson, who led the retirement business of Great-West through its integration with Empower Retirement, will join Voya Financial as CEO of Retirement on May 1.In his new role, the 54-year-old... Read More
BY NAPA Net Staff | 4/13/2015
When choosing a new fund, which DCIOs do plan sponsors consider? According to a recent Cogent survey of 620 plan sponsors, Vanguard has replaced Fidelity as the most likely choice. Newcomers to... Read More
BY NAPA Net Staff | 4/6/2015
The process seems pretty simple — you fill out the beneficiary form when you open your IRA account, tuck it away, and you’ve secured your legacy for your loved ones. What could possibly... Read More
BY NAPA Net Staff | 3/30/2015
The Principal Financial Group® announced March 25 that it has consolidated new and existing resources into a retirement transition program that offers an increased level of engagement, education... Read More
BY NAPA Net Staff | 3/27/2015
Empower Retirement received the Deal of the Year award at the 22nd annual Mutual Fund Industry Awards, held in New York City on March 26. Empower was formed last year through Great-West... 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 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
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
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 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 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 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 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 | 2/10/2015
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
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