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By Mike Bushnell5/7/2015 • 0 Comments

Writing in the Spring 2015 issue of NAPA Net the Magazine, columnist Fred Barstein asks whether automation will diminish the value of plan advisors, casting them aside the way many travel agents were. READ MORE

By Mike Bushnell5/7/2015 • 0 Comments

A new study reports that Americans are more committed than ever to save money for their retirement, and with Millennials and Gen Xers expressing record levels of concern about the future of Social Security, more workers are feeling like they have no other option. READ MORE

By Mike Bushnell5/5/2015 • 0 Comments

As globalization and capitalism have spread throughout the world, so has the concept of phased retirement. According to a new HSBC study on worldwide retirement trends, what workers hope to do as they get older varies widely continent by continent. READ MORE

By Mike Bushnell4/29/2015 • 0 Comments

Numerous organizations have conducted surveys on compulsory enrollment in retirement plans, and the trends are clear: Automatic plan features work — at least when plan sponsors offer them. READ MORE

By Mike Bushnell4/28/2015 • 0 Comments

Many plan sponsors don’t know exactly what their role as a fiduciary is, creating an opportunity for plan advisors to step in and provide guidance, according to a new survey. READ MORE

By Mike Bushnell4/23/2015 • 0 Comments

For an increasing number of Americans, work is where they expect to learn how to save for retirement. And according to a new Bank of America Merrill Lynch survey, a growing amount of employers are trying to help. READ MORE

By Mike Bushnell4/23/2015 • 0 Comments

Taking a risk is supposed to be a good thing in business. But many plan sponsors would rather say “if it ain’t broke, don’t fix it,” than make an effort to improve their retirement plan’s design. READ MORE

By Mike Bushnell4/15/2015 • 0 Comments

In the latest issue of NAPA Net the Magazine, John Iekel highlights a few financial advisor firms that are harnessing smart phones to make it easier and more fun than ever to enroll and invest in a retirement plan. READ MORE

By Mike Bushnell4/9/2015 • 0 Comments

Technology and marketing, with external wholesalers working in concert with internals, marketing and product people as well as key accounts, will benefit the highly productive “star” wholesalers in the future, while mediocre professionals will be ferreted out, says industry insider Fred Barstein. READ MORE

By Mike Bushnell4/8/2015 • 0 Comments

As businesses continue to recover from the Great Recession, the number of employers that offer retirement plans has nearly returned to pre-crisis levels, according to a new survey from the Transamerica Center for Retirement Studies. However, many pension plans that disappeared during the downturn have not returned. READ MORE

By Mike Bushnell4/1/2015 • 0 Comments

In the winter issue of NAPA Net the Magazine, David Levine explains how advisors have to do right by their clients while also staying on the right side of disclosure requirements. READ MORE

By Mike Bushnell3/25/2015 • 0 Comments

For years, the common belief was that wealth management drove the DC industry, while corporate and individual retirement plans were just a nice niche to maybe round out the portfolio. But since the Great Recession, the opposite has been true, notes Fred Barstein in his most recent “Inside the Marketplace” column in NAPA Net the Magazine. READ MORE

By Mike Bushnell3/25/2015 • 0 Comments

As the Obama administration moves forward with its fiduciary reproposal, a trade organization has published a white paper taking issue with the rationale for making those changes. READ MORE

By Mike Bushnell3/16/2015 • 0 Comments

Baby Boomers who have yet to cut the financial cord with their adult children are increasingly finding that tether to be more like an anchor keeping them from reaching retirement. READ MORE

By Mike Bushnell3/12/2015 • 0 Comments

Just 2% of all gainfully employed respondents in a recent survey said they would cash out their DC plan’s balance if they switched jobs, but in reality, 45% of all transitioning workers do so. In the Winter issue of NAPA Net the Magazine, Warren Cormier examines why so many people take the money and run. READ MORE

By Mike Bushnell3/11/2015 • 0 Comments

Millennials know that they should save for retirement, but a new study from Principal shows that many young workers are finding that to be easier said than done, creating a major opening for advisors. 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 Mike Bushnell3/2/2015 • 0 Comments

When Callan Associates surveyed plan sponsors in early 2014, more than a third of the respondents said they would make changes to their target date funds during the coming year. The firm’s just-released 2015 survey shows that many of those sponsors were true to their word. READ MORE

By Mike Bushnell2/25/2015 • 0 Comments

Even as the economy has bounced back from the dark days in the late 2000s, an overwhelming number of working-age Americans still have concerns about their finances. READ MORE

By Mike Bushnell2/18/2015 • 0 Comments

While there are diverse opinions on exactly how the retirement industry will change over the next five years, nearly everyone agrees that changes in technology and provider consolidation will shape the DC market of the second half of the decade. READ MORE

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