Technical Competence

This station houses posts and commentary about the challenges facing state and municipal DB pension plans — funding, municipal bankruptcies, litigation, etc.

Technical Competence

Technical Competence

By Fred Barstein3/11/2015 • 0 Comments

Despite conventional wisdom that institutions like pension funds and endowments have moved to passive investing more aggressively than individuals, the opposite appears to be true. READ MORE

By John Iekel3/11/2015 • 0 Comments

Floridians who take loans against their retirement plans have to pay a state tax on those distributions. But the Florida House of Representatives is considering a bill that could affect that tax treatment. READ MORE

By John Iekel3/9/2015 • 0 Comments

Identical bills before both chambers of the Iowa legislature would end state taxation of pensions and other forms of retirement income — but only through 2020. READ MORE

By Don Trone, Mary Lou Wattman, Steve Branham3/6/2015 • 0 Comments

It’s simple: Being a great fiduciary is a lot like being a great decision-maker. Here are seven ways that show whether you meet that mark or not. READ MORE

By NAPA Net Staff3/5/2015 • 0 Comments

The Labor Department has repeatedly claimed to be consulting with the Securities and Exchange Commission on its fiduciary reproposal — but a couple of key House Republicans would like to see some proof. READ MORE

By Mike Bushnell3/4/2015 • 0 Comments

Plan trustees who also serve as fiduciaries tend to make the same kinds of mistakes. Writing in the most recent issue of NAPA Net the Magazine, Steff Chalk offers some suggestions to help sponsors and fiduciaries avoid potentially damaging errors. READ MORE

By NAPA Net Staff3/4/2015 • 0 Comments

Legislative phoenixes that would codify the president’s MyRA proposal and change the qualified plan loan rules have arisen in both chambers of Congress. READ MORE

By Andrew Remo3/3/2015 • 0 Comments

Legislation that would require Maryland employers to adopt payroll deduction savings plans for their employees got a full airing in both chambers of the state's General Assembly. READ MORE

By John Carl3/3/2015 • 0 Comments

Responding to a question from a financial advisor in Wisconsin, the ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk addressed an inquiry involving a DB plan’s funding level. READ MORE

By Nevin Adams3/3/2015 • 0 Comments

On the fiduciary duty to look … and ask. READ MORE

By NAPA Net Staff3/2/2015 • 0 Comments

It’s no longer just states that are looking at the notion of expanding retirement plan coverage in the private sector.


By John Iekel2/27/2015 • 0 Comments

The White House's budget proposal sets aside $6.5 million in funding for the Department of Labor, along with waiver authority, to support state efforts to implement state-based automatic enrollment IRAs or 401(k)-type programs. READ MORE

By Andrew Remo2/27/2015 • 0 Comments

Add the Evergreen State to the list of states that are considering legislation affecting the marketplace for private retirement plan products. READ MORE

By Nevin Adams2/27/2015 • 0 Comments

The Labor Department’s fiduciary reproposal isn’t the only fiduciary-related comeback news on Capitol Hill this week. READ MORE

By Fred Barstein2/26/2015 • 0 Comments

It’s no surprise that as DC plans have grown in popularity, so have lawsuits. Most of the well-known lawsuits have been against larger plans, but that’s no reason for smaller plans or their advisors to ignore the growing phenomenon. READ MORE

By NAPA Net Staff2/25/2015 • 0 Comments

A 401(k) revenue-sharing lawsuit finally got its day before the U.S. Supreme Court. READ MORE

By NAPA Net Staff2/24/2015 • 0 Comments

As the Obama administration unveils its fiduciary rule reproposal, NAPA Executive Director Brian Graff has warned that the regulations could have serious and negative consequences. READ MORE

By John Carl2/24/2015 • 0 Comments

Responding to a question from a financial advisor in Maine, the ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk addressed a common inquiry involving 401(k)-to-Roth IRA conversions. READ MORE

By Nevin Adams2/23/2015 • 0 Comments

Today President Obama, as expected, will throw his support behind the Department of Labor’s controversial fiduciary rule reproposal — but the details of the proposal remain elusive.


By Nevin Adams2/23/2015 • 0 Comments

Exceptions should not be the rule, at least not when it comes to the Department of Labor’s fiduciary regulation reproposal, according to a new white paper from the U.S. Chamber of Commerce. READ MORE

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