While the DC record keeping business is going through massive changes (witness the recent moves by Great-West, especially its acquisition of JP Morgan's record keeping business) and more experienced... Read More
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BY Fred Barstein | 4/4/2014
Though the Internet has opened up opportunities for niche players in some markets, in the DC retirement business, size still matters — as witnessed by Great-West’s April 3 announcement that it will... Read More
BY NAPA Net Staff | 4/4/2014
Financial advisor Erik Swenson, President of Retirement Plan Solutions, has affiliated with Pensionmark Retirement Group, creating RPS Pensionmark. The partnership will allow Swenson and his... Read More
BY Fred Barstein | 4/3/2014
When Morningstar makes a big move — like its recent acquisition of ByAllAccounts, the dominant account aggregator for financial advisors, for example — the market takes notice, especially competitors... Read More
BY NAPA Net Staff | 4/3/2014
According to advisors at the firm, Chris Randazzo, chief information officer for Global Wealth Management and Investment Management, has finally succeeded in delivering a stable platform. Randazzo... Read More
BY NAPA Net Staff | 4/1/2014
ING, which in in the process of rebranding as Voya Financial, has announced that its Retirement Solutions business has launched a new web-based tool that enables users to organize, integrate and... Read More
BY NAPA Net Staff | 3/28/2014
Fidelity Institutional Wealth Services has just announced “Retirement Plan Growth Strategies,” a new program to help RIAs accelerate growth in their retirement plan business through consulting, tools... Read More
BY NAPA Net Staff | 3/26/2014
Mutual of Omaha Retirement Services’ 401(k) customers now have a new tool to benchmark their plans and identify changes that will help plan participants successfully prepare for retirement. Mutual's... Read More
BY NAPA Net Staff | 3/26/2014
Lincoln Financial Distributors, the wholesale distribution business of Lincoln Financial Group, has announced the addition of two regional sales directors to its intermediary retirement plan sales... Read More
BY NAPA Net Staff | 3/24/2014
Fidelity has announced that it won 18 2014 U.S. Lipper Fund Awards, which honor individual mutual funds that have outperformed their peers based on risk-adjusted, consistent returns. The 15 mutual... Read More
BY Fred Barstein | 3/21/2014
Though they were owned by the same parent and shared the same record keeping platform, Putnam and Great-West were viewed as separate companies, with two strong leaders who sometimes competed against... Read More
BY NAPA Net Staff | 3/21/2014
Pensionmark® Retirement Group recently launched their Employer Document Vault, an enterprise-level document storage system that supports thousands of client records and millions of documents. It... Read More
BY NAPA Net Staff | 3/20/2014
Christopher Jones has been named chief investment officer for stocks in the Americas at BlackRock. He replaces Chris Leavy, who went on medical leave in June. Jones, along with Nigel Bolton, head of... Read More
BY NAPA Net Staff | 3/19/2014
By Jon VoglerThis second blog in a two-part series about retirement readiness discusses whether 401(k)s and Social Security can adequately meet retirement income needs. Part 1 looked at the rule-of-... Read More
BY NAPA Net Staff | 3/16/2014
Jon Vogler This first of a two-part series about retirement readiness looks at the rule-of-thumb numbers cited as guidelines for income replacement in retirement. Part 2 will discuss how adequately... Read More
BY NAPA Net Staff | 3/13/2014
ING U.S. filed a follow-on offering with the SEC March 10 to further reduce parent ING Group's 57% ownership stake in the firm, confirmed company spokesman Christopher Breslin. The filing was made in... Read More
BY NAPA Net Staff | 3/12/2014
Fidelity Investments has announced the first phase of a comprehensive suite of innovative tools and technologies developed to help thousands of American employers and millions of employees make... Read More
BY NAPA Net Staff | 3/11/2014
CAPTRUST Financial Advisors has announced that Peggy Whitmore has joined the team as vice president and financial advisor from 401k Advisors, Inc. Whitmore brings over 20 years of hands-on experience... Read More
BY John Ortman | 3/10/2014
Last week’s top five most-read posts on NAPA Net reflected keen interest in Schwab’s willingness to lose out on big money over IRA rollovers, President Obama’s FY 2015 budget, DC executives’ belief... Read More
BY NAPA Net Staff | 3/10/2014
Nationwide Financial has integrated LPL Financial's Worksite Financial Solutions platform into its 401(k) products. The integration will help LPL advisors provide their retirement plan participants... Read More
BY NAPA Net Staff | 3/7/2014
The retirement services division of OneAmerica will work with personal finance broadcaster Peter Dunn to offer participants tips on retirement planning. The tips will be offered in the form of videos... Read More
BY NAPA Net Staff | 3/6/2014
Legg Mason has agreed to acquire QS Investors, a New York-based customized solutions and global quantitative equities provider. The acquisition is expected to close in the second quarter. Through... Read More
BY NAPA Net Staff | 3/5/2014
Jim Brockelman is rejoining John Hancock Retirement Plan Services as national director, mid-market, effective this week. He will report to Bob Carroll, national sales manager for JHRPS, and lead the... Read More
BY NAPA Net Staff | 3/4/2014
Morgan Stanley recently announced the addition of a discretionary investment program to its DC plan advisory services offering. The new program enables Morgan Stanley’s Corporate Retirement Directors... Read More
BY NAPA Net Staff | 3/3/2014
Eagle Asset Management, the mutual fund arm and wholly owned subsidiary of Raymond James Financial, has named Ran Gimeno to Senior Vice President, National Director of DCIO Sales and Executive Team... Read More
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