There’s an old saying: “You can lead a horse to water, but you can’t make him drink.” It’s the lament of many a retirement plan advisor who has tried to persuade an employer to offer a workplace... Read More
Advertisement
Client Services
BY Fred Barstein | 7/25/2016
The relationship between advisors and plan sponsors will be forever changed with the DOL conflict-of-interest rule. But there are some basics that will not change and that many advisors overlook.... Read More
BY Nevin E. Adams, JD | 5/31/2016
Many times over the past several years, friends, colleagues and family members have reached out to me, vainly trying to understand what’s going on in our nation’s capital. These days, those roles... Read More
BY John Ortman | 4/20/2016
A panel of three HR executives shared their experiences, perspectives and challenges, as well as what they value in their advisors, at an April 19 session at the 15th annual NAPA 401(k) Summit.The... Read More
BY John Iekel | 4/18/2016
Improving financial wellness is a matter of behavioral economics, according to Ramsey Solutions' Brian Hamilton and Stonestreet Advisor Group's founder and Principal Barbara Delaney. The two spoke at... Read More
BY NAPA Net Staff | 4/6/2016
The robo-advisor community has initiated contact with plan sponsors across the country, says industry insider Steff Chalk.Marketing and sales pitches in this segment are polished, Chalk writes in his... Read More
BY David Levine, JD | 3/30/2016
Today, financial wellness solutions seem to be sprouting up everywhere, with questions (both business and legal) coming from all corners of the benefits industry. Not a day goes by without a article... Read More
BY NAPA Net Staff | 3/16/2016
Financial wellness tends to mean different things to different people. To plan advisor Jania Stout, financial wellness is a holistic approach to helping participants with financial literacy and... Read More
BY NAPA Net Staff | 3/7/2016
A new report asserts that today’s consumers do not want “communication,” they want personal guidance. They want to do things when, where and how they prefer. They want things easy and convenient. And... Read More
BY NAPA Net Staff | 3/7/2016
That email from the CEO asking for a list of workers? Might want to ignore it.The Internal Revenue Service (IRS) has alerted payroll and human resources professionals to beware of an emerging... Read More
BY NAPA Net Staff | 2/24/2016
One of the hottest trends in retirement is financial wellness — but what does that mean, and what difference could it make to your practice?A best-practice financial wellness program begins with... Read More
BY NAPA Net Staff | 1/6/2016
What do plan sponsors really want from their DC plans? The honest answer today, says industry insider Fred Barstein, is nothing — no costs, no work and no liability. For plan advisors dedicated to... Read More
BY NAPA Net Staff | 12/29/2015
Think about the attributes of Starbucks, Google, Apple, Amazon, Chick-Fil-A, Southwest, Nordstrom and The Ritz. What do these outstanding companies share in common?The answer: A well defined ethos, a... Read More
BY Fred Barstein | 12/26/2015
At a recent TRAU C(k)P session, the question among experienced advisors was how to stave off the trend of diminishing fees by showing value to clients. One advisor said that they have started... Read More
BY NAPA Net Staff | 12/14/2015
It’s the time of year when Santa — and those who work with executive compensation programs — are making their end-of-year lists — and checking them twice.To that end, the lawyers at Snell... Read More
BY NAPA Net Staff | 12/2/2015
Drawing from your own experiences with Millennial plan participants — or from the scores of industry studies about them that are released every year — how would you design an education strategy that... Read More
BY NAPA Net Staff | 11/20/2015
Honesty and trustworthiness are the primary factors wealthy investors consider when selecting a new financial advisor — but what does that mean?The Spectrem Group’s “Advisor Relationships and... Read More
BY Fred Barstein | 11/4/2015
An educated, engaged and motivated plan fiduciary is arguably the most important factor in determining a plan’s success. Yet it’s shocking how ill prepared most plan fiduciaries are to run their DC... Read More
BY NAPA Net Staff | 10/28/2015
Those who seem best prepared for retirement also seem to have their short-term finances under control, according to a new report.The report by Financial Finesse notes that a significant difference... Read More
BY Michael Bushnell | 10/21/2015
When combined with features such as automatic enrollment, participant education has boosted participation rates over the past decade, says Jania Stout, but advisors are ignoring the day-to-day... Read More
BY Fred Barstein | 9/10/2015
While the financial services industry seems hyper-focused on the definition of a fiduciary and what an advisor can and cannot do when communicating to investors, the concept of coaching is starting... Read More
BY Nevin E. Adams, JD | 6/24/2015
Every plan, and every investment committee, is unique — and yet, conducted properly, there are inevitably areas of commonality. As the quarter draws to a close and preparations for these meetings get... Read More
BY John Iekel | 3/24/2015
Are your clients having trouble building engagement with and participation in a retirement plan? Is your level of engagement with customers moribund? If so, have you considered what the processes you... Read More
BY NAPA Net Staff | 10/24/2014
LPL unveiled a new Worksite Financial Solutions mobile application during the LPL Retirement Partners Annual Conference 2014, held in Scottsdale, AZ. The app will serve as an extension of LPL’s... Read More
BY John Iekel | 10/21/2014
Retirement plans and health benefits are different things and serve different purposes. Nonetheless, they can intersect functionally — and retirement accounts and health savings accounts (HSAs... Read More
Recent Comments