The sales pro’s experience is at least as important as the territory he or she is covering, according to a recent report. Ignites Research surveyed national sales managers at large-fund... Read More
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Service Providers
BY NAPA Net Staff | 11/3/2014
Focusing on the need for greater industry-wide diversity among independent RIAs, Schwab Advisor Services has launched a comprehensive, multi-faceted program to help advisors understand the... Read More
BY NAPA Net Staff | 11/2/2014
BlackRock has named Chip Castille to a newly created position of chief retirement strategist, Bloomberg reported Oct. 31. According to Bloomberg, Castille will direct the growth of BlackRock's... Read More
BY NAPA Net Staff | 10/31/2014
Those who have wondered about how the Great-West/Putnam/JP Morgan Retirement Plan Services combo would brand itself need wonder no longer. Great-West Financial, which claims to be the second largest... Read More
BY NAPA Net Staff | 10/28/2014
Last week, more than 120 Nationwide associates earned their Retirement Plan Fundamentals (RPF) certification from ASPPA, which ranks Nationwide among the top carriers in the industry for... Read More
BY NAPA Net Staff | 10/24/2014
MassMutual’s Retirement Services has expanded its sales and relationship management teams to keep pace with its fast-growing Taft-Hartley retirement plans practice and the retirement savings... Read More
BY NAPA Net Staff | 10/24/2014
The Principal Financial Group has introduced a personalized, at-a-glance retirement wellness scoring system for retirement plan participants. The Principal says the personalized Retirement Wellness... Read More
BY Jeff Hemker | 10/23/2014
When dramatic or disruptive changes occur to mutual funds or other investment vehicles inside defined contribution plans, many sponsors want to be quick to react. And that quick response should lead... Read More
BY NAPA Net Staff | 10/21/2014
As part of a broader initiative to capture leadership of the small or emerging retirement plan marketplace, MassMutual Retirement Services is introducing an enhanced 401(k) product designed for... Read More
BY NAPA Net Staff | 10/21/2014
Goldman Sachs Asset Management (GSAM) says it has strengthened its fixed income fund platform through changes to the Goldman Sachs Core Plus Fixed Income Fund. The fund has been rebranded into the... Read More
BY NAPA Net Staff | 10/21/2014
ADP Retirement Services has announced a new business relationship with TD Ameritrade to provide plan sponsors with a self-directed brokerage account (SDBA) option they can offer to their plan... Read More
BY NAPA Net Staff | 10/16/2014
Voya Financial, Inc. has named Rodney O. Martin, Jr. as Chairman and CEO of its Retirement Solutions business. "Over the past few years, we have made significant progress toward achieving our... Read More
BY Fred Barstein | 10/16/2014
Record keeper consolidation, which went into hyper-drive with the combination of Putnam, Great West and JP Morgan, continues with the Oct. 15 acquisition of the Newport Group by the holding... Read More
BY Fred Barstein | 10/15/2014
As with all segments of the DC provider market, it’s getting tougher to be a successful DCIO firm. As one executive stated succinctly in Hearts & Wallets’ new “The State of DCIO... Read More
BY NAPA Net Staff | 10/15/2014
Lincoln Financial Group’s retirement plan services business has launched the Lincoln Secured Retirement Income investment option, a guaranteed withdrawal benefit (GWB) designed to provide... Read More
BY NAPA Net Staff | 10/14/2014
SageView Advisory Group is pleased to announce three new members to the firm’s regional office in Chicago - Chris Reagan, Mark Dzierzak and Kevin Kaiser - further demonstrating SageView’s... Read More
BY NAPA Net Staff | 10/13/2014
The day many have been waiting for is finally at hand — Fidelity Investments has named Abigail “Abby” Johnson chief executive. The announcement was reported in The Wall Street... Read More
BY NAPA Net Staff | 10/13/2014
BNY Mellon has reached an agreement to acquire Cutwater Asset Management, a fixed income and solutions specialist with a 20-year track record and approximately $23 billion in assets under management... Read More
BY Jon Vogler | 10/11/2014
Regulatory highlights on the Department of Labor front: • Trade groups representing both service providers and plan sponsors contend that the proposal issued earlier this year requiring a... Read More
BY NAPA Net Staff | 10/10/2014
John Hancock Investments has announced immediate expense reductions of 20 to 26 BPs across its top-performing suite of Retirement Living Portfolios, providing significant cost savings for... Read More
BY NAPA Net Staff | 10/6/2014
Voya Investment Management has named Michael A. Bell its new chief financial officer, replacing Daniel Wilcox, who will be retiring at the end of the year after more than 30 years with Voya... Read More
BY NAPA Net Staff | 10/6/2014
Charles Schwab has launched a new share class for their passive Schwab Indexed Retirement Trust (SIRT) Funds, featuring a 0.08% expense ratio and a $100-million minimum investment. The... Read More
BY NAPA Net Staff | 10/3/2014
NFP Advisor Services has added Sawchuk & Langenstein Wealth Strategies to its platform. Based in Troy, Mich., Sawchuk & Langenstein specializes in financial planning and investment... Read More
BY NAPA Net Staff | 10/2/2014
A new program from ShoeFitts Marketing will provide advisors with both the content and technical know-how to implement consistent retirement plan marketing each and every month. Created by... Read More
BY NAPA Net Staff | 9/30/2014
Millennials, famous for being more risk-adverse than Baby Boomer investors, are no longer so hesitant about investing. Having experienced the first positive markets of their adult lifetime,... Read More
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