Advisors needing support for a range of operational areas can now be paired with professionals trained and employed by the Commonwealth Financial Network, tapping into valuable expertise while... Read More
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BY NAPA Net Staff | 2/24/2022
HUB Retirement and Private Wealth is one of the first to secure access to Hueler Income Solutions®, a marketplace for guaranteed income products.
That offering is made available through an... Read More
BY Nevin E. Adams, JD | 2/18/2022
Over time, the role of third-party administrator has been diminished in the eyes of many. This week we asked NAPA-Net readers to share their experiences.
Perhaps not surprisingly, nearly all (98... Read More
BY NAPA Net Staff | 2/17/2022
Another retirement income product/partnership has entered the market.
Morningstar Investment Management LLC and Hueler Income Solutions®, LLC., are linking services so that retirement savers can... Read More
BY Nevin E. Adams, JD | 2/14/2022
Over time the role of third-party administrator, or TPA, has been diminished in the eyes of many. And yet, nearly half of NAPA 401(k) Summit advisors tell us they work with one or more TPAs.... Read More
BY NAPA Net Staff | 2/9/2022
Commonwealth Financial Network has launched a year-long coaching program—a first of its kind at the firm—designed exclusively for next-gen advisors who want to accelerate their business.
The... Read More
BY NAPA Net Staff | 2/4/2022
Chris Littlefield, current executive vice president and general counsel, was named president of Principal Financial Group’s Retirement and Income Solutions (RIS) effective April 1, according to a Feb... Read More
BY NAPA Net Staff | 2/3/2022
Empower apparently has decided that it needs a fresh brand identity aimed at simplifying how the organization connects with customers.
According to the firm’s Feb. 1 announcement, the name “... Read More
BY Nevin E. Adams | 1/25/2022
To perhaps state the obvious, all third-party administrators (TPAs) are not alike. Those differences can make or break a good working relationship—with you, and your plan sponsor clients.
Here are... Read More
BY NAPA Net Staff | 1/24/2022
Advisors work with a variety of recordkeepers across different market segments, and in support of plans of all sizes and complexities—and we want togive you a chance to identify the very best.... Read More
BY NAPA Net Staff | 1/21/2022
Available through the DCIO distribution channel overseen by Nuveen, TIAA for the first time is offering its guaranteed lifetime income solutions to the corporate retirement market.
The TIAA Secure... Read More
BY NAPA Net Staff | 1/11/2022
Transamerica has announced the availability of a new packaged solution designed explicitly for small companies seeking to establish a workplace retirement plan for their employees.
The... Read More
BY NAPA Net Staff | 1/10/2022
The Lincoln Financial Group has unveiled a new mobile-adaptive retirement plan participant website that provides a simple and secure digital experience and offers participants a clear picture of... Read More
BY NAPA Net Staff | 1/7/2022
M Financial Group has announced its Board of Directors has appointed Russell Bundschuh as President and Chief Executive Officer.
Bundschuh will assume the role on Feb. 7, 2022. In the... Read More
BY Nevin E. Adams, JD | 12/14/2021
As human beings, we’re often motivated to seek simpler solutions to life’s challenges. But sometimes “simpler”… isn’t.
While there are some amazing bundled solutions, ERISA’s admonition to... Read More
BY NAPA Net Staff | 12/9/2021
On the heels of its announcement that it plans to acquire Sumday, a subsidiary of BNY Mellon that manages and administers state-sponsored savings programs, Vestwell announced Dec. 8 that... Read More
BY NAPA Net Staff | 12/8/2021
OneAmerica has teamed with Morningstar Investment Management to enable advisors to deliver more tailored savings and investment advice to plan participants.
The new managed account service... Read More
BY NAPA Net Staff | 12/7/2021
Lincoln Financial Group has selected Income America to serve as its lifetime income provider for employees in the firm’s DC plan, according to a Dec. 7 announcement.
Income America is a... Read More
BY NAPA Net Staff | 12/6/2021
Commonwealth Financial Network has launched a first-of-its-kind mentorship program for women advisors as part of its continued mission to bolster the strength of its community.
The... Read More
BY NAPA Net Staff | 12/3/2021
July Business Services has expanded its Pooled Employer Plan (PEP) offerings with the introduction of Passport401k PEP, a small business PEP designed specifically for advisors using BNY Mellon’s... Read More
BY NAPA Net Staff | 12/2/2021
As part of a partnership with Newport Group, Inc., Overland Park, Kansas-based Qualified Plan Advisors (QPA) has unveiled the Qualified Plan Advisors Pooled Employer Plan.
According to a Dec. 2... Read More
BY NAPA Net Staff | 11/30/2021
State Street Global Advisors has announced the launch of a new deferred lifetime income solution, developed in partnership with the University of California (UC).
According to a Nov. 29 press... Read More
BY NAPA Net Staff | 11/30/2021
Industry insiders Pete Swisher and Jason Roberts have teamed up to create Group Plan Systems (GPS), the duo announced Nov. 30.
The new firm’s capabilities include serving as a Pooled Plan... Read More
BY Nevin E. Adams, JD | 11/16/2021
What’s the most used and least understood/appreciated acronym in the retirement plan industry?
Well, for my money, it’s “TPA”—short for “third-party administrator.” It’s a term that is widely... Read More
BY NAPA Net Staff | 11/16/2021
Transamerica and FuturePlan by Ascensus have introduced a new pooled plan retirement solution that makes sponsoring a plan easier for employers and will help more people save for retirement.... Read More
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