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BY NAPA Net Staff 10/23/2012
In a simple but complete checklist, T. Rowe Price details all the duties of a plan fiduciary, along with guidelines on how to best complete them. The checklist includes areas like:• Roles and responsibilities – who, what and how• Investments – IPS monitoring and compliance• Admin – process and...
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BY NAPA Net Staff 10/22/2012
Aided by many low-cost providers and proponents of DB plans or a nationalized DC system, the media continue to focus on fees as the main culprit in the so-called retirement crisis. As a result, plan sponsors and participants are hearing the message that lower cost is better — as evidenced by a...
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BY NAPA Net Staff 10/22/2012
We’ve been hearing why ETFs make sense in 401(k) plans for a long time. But especially in light of the DOL’s fee disclosure regulations — which highlight cost and transparency, two of ETFs’ advantages over traditional mutual funds – perhaps their time has truly come. Providers large and small,...
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BY NAPA Net Staff 10/22/2012
By Heather Lutze[Editor’s Note: This commentary by Heather Lutze, CEO of Findability Group, was first published on Findability’s blog. It is posted here with permission. Lutze is the author of a recommended e-book on social media, Thumbonomics: The Executive Guide to Social Media Marketing. She has...
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BY Nevin E. Adams, JD 10/19/2012
I was asked recently about the so-called “4% rule.” That’s the rule of thumb that many financial advisors rely on as a formula for how much money can be withdrawn from retirement savings every year (generally adjusted for inflation) without running out of money. (Certified financial planner William...
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BY NAPA Net Staff 10/19/2012
By Timothy D. Rice
Our industry is notorious for churning out large reports for investment committee meetings that, for all intents and purposes, are thrown by the wayside an hour or two after the committee meeting. For our firm, the decision to “go green” in other aspects of our business was an...
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BY NAPA Net Staff 10/19/2012
The Internal Revenue Service announced on Oct. 19 the annual cost-of-living adjustments affecting dollar limitations and thresholds for pension plans and other retirement-related items (i.e., IRAs, SIMPLE plans, etc.) for the 2013 tax year. In general, many of the pension plan limitations will...
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BY NAPA Net Staff 10/19/2012
The DC system in general, and 401(k) plans specifically, are under attack in various ways and from various directions. But what everyone seems to be ignoring is that the participant-directed retirement system, which is the envy of a world still heavily dependent on DB and government-funded plans,...
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BY Rick Meigs 10/19/2012
Here are four of my favorite new resources for plan advisors on selling:How to Crack the 401k Plan MarketAlthough the sales cycle for selling a 401k plan can be quite long, averaging anywhere from three to 12 months, there are many ways for advisors to improve their odds of selling 401k plans. This...
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BY Fred Barstein 10/18/2012
As the person credited for making the term “blind squirrel” famous (describing advisors who only have a few 401(k) or DC plans), you would think that I would be advocating for their demise and elimination. There’s no doubt that to be a successful DC advisor, you cannot dabble; you need to focus on...
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