If you are a retirement plan advisor looking to enhance and differentiate your value proposition in the post-COVID world, we’ve got just the ticket.
Doesn’t matter if you are a “newbie” or an... Read More
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Conferences & Events
BY Ted Godbout | 9/21/2020
Regardless of business model or scale, successful retirement plan advisors share certain habits that are critical to building their practices, according to a Sept. 9 workshop session at the 2020 NAPA... Read More
BY Ted Godbout | 9/16/2020
A Sept. 11 workshop session at the 2020 NAPA 401(k) Cyber Summit addressed some of the key considerations for the potential wave of new products and strategies involving open MEPs, PEPs and “group of... Read More
BY Ted Godbout | 9/16/2020
While a lot of progress has been made in helping people save more for retirement, there are still a lot of concerns that go beyond the retirement plan that can have negative effects in the workplace... Read More
BY Ted Godbout | 9/14/2020
Thinking about entering the small-business market? A Sept. 10 workshop session at the 2020 NAPA 401(k) Cyber Summit offered insights on how and why advisors might focus on small plan opportunities—... Read More
BY Ted Godbout | 9/14/2020
Take everything you think you know about Environmental, Social, and Governance (ESG) investing and throw it out because the wave is here, according to a Sept. 11 workshop session at the 2020 NAPA 401... Read More
BY Ted Godbout | 9/11/2020
Whether it’s building a more diverse workforce or diversifying your customer base, those businesses that prioritize diversity and inclusivity in the workplace hold a distinct advantage, according to... Read More
BY John Ortman | 9/11/2020
What’s the best way to measure your success? Historically, advisors have used a fairly standardized set of benchmarks and metrics. At a workshop session at the 2020 NAPA 401(k) Cyber Summit, four... Read More
BY Ted Godbout | 9/11/2020
While other similar cases have led to settlements, a defendant in a 401(k) excessive fee suit provides an inside look at how the company successfully defended itself thanks to a well-documented and... Read More
BY NAPA Net Staff | 9/10/2020
We now know what’s next for the former head of the Employee Benefit Security Administration.
Former Assistant Secretary of Labor Preston Rutledge has launched The Rutledge Policy Group, a... Read More
BY John Ortman | 9/10/2020
“Diversity in the retirement plan industry is not just important, it’s vital,” says Pat Wenzel, Managing Director and Senior Financial Advisor with Merrill Lynch Wealth Management in Houston.... Read More
BY Ted Godbout | 9/10/2020
Kicking off the first-ever NAPA Cyber Summit on Sept. 9, NAPA Executive Director Brian Graff, along with Preston Rutledge, former head of the DOL’s Employee Benefits Security Administration,... Read More
BY NAPA Net Staff | 9/3/2020
We live in a time of dynamic change, where a retirement marketplace evolution, changing participant demographics, increased litigation, and a greater focus on retirement income and outcomes are all... Read More
BY Nevin E. Adams, JD | 8/28/2020
The NAPA 401(k) Summit has gone digital—we know you’re looking forward to that experience. This week, we gave readers a chance to weigh in on ESG vs. Cybersecurity, Gen X Insights vs. Top Tips, and... Read More
BY NAPA Net Staff | 8/26/2020
Are you “qualified” to talk about non-qualified plans?
If you are a retirement plan advisor looking to enhance and differentiate your value proposition in a post-COVID world, we’ve got just... Read More
BY Nevin E. Adams, JD | 8/25/2020
I learned about investing from textbooks, but when it came time to teach my kids, I took a different tack.
Now kids aren’t normally drawn to the concept of investing (saving is hard enough), and... Read More
BY NAPA Net Staff | 8/25/2020
The Plan Sponsor Council of America (PSCA) has unveiled a new education campaign focused on emphasizing the importance of keeping beneficiary designations up to date.
Unveiled in time for 401(k)... Read More
BY Nevin E. Adams, JD | 8/21/2020
The NAPA 401(k) Summit has gone digital—we know you’re looking forward to that experience. Day 2 (September 10) of the Cyber Summit has a distinct focus—and a reader wins a free registration to check... Read More
BY Nevin E. Adams, JD | 8/14/2020
The NAPA 401(k) Summit has gone digital—we know you’re looking forward to that experience. This week, we asked for some reader input—and one reader is going to get a free registration!
We’ve all... Read More
BY Nevin E. Adams, JD | 8/10/2020
The NAPA 401(k) Summit has gone digital—we know you’re looking forward to that experience. This week, we’re going to give you a chance to weigh in—and earn a free registration!
We’ve all had to... Read More
BY Nevin E. Adams, JD | 8/5/2020
You know that old saying about “the best laid plans?” Well, check this out.
We’ve all had to learn how to do things differently, and different things over the past several months—and while the... Read More
BY Nevin E. Adams, JD | 7/23/2020
We’ve been hard at work here—and we have some important news to share.
First things first—there will be a NAPA 401(k) “Cyber” Summit. It will take place Sept. 9-11, 2020. It’s going to have... Read More
BY Ted Godbout | 7/23/2020
Addressing the 2020 NAPA D.C. Fly-In Forum this week, two members of the House Ways & Means Committee shared their thoughts on how the economic stress caused by the pandemic has shined a... Read More
BY Ted Godbout | 7/22/2020
Considering the Department of Labor’s proposed prohibited transaction class exemption for investment advice fiduciaries, Sen. Patty Murray (D-WA) indicated at the 2020 NAPA D.C. Fly-In Forum July 21... Read More
BY Ted Godbout | 7/21/2020
Rep. Richie Neal (D-MA), Chairman of the House Ways & Means Committee, kicked off the 2020 NAPA D.C. Fly-In Forum July 21 by sharing his retirement policy legislative priorities over the coming... Read More
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