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Befi Guru Thaler Advises 401(k) Participants to Get Active — and Then Sit Back
In Sunday’s New York Times, noted behavioral finance expert Richard Thaler, a professor at the University of Chicago’s Booth School of Business, lays out some simple ways to attack the looming crisis...
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Managing Costs in Auto Plans
Achieving plan objectives in today’s environment of constrained budgets and increasingly complex fiduciary requirements is a difficult balancing act. With the right combination of employer match,...
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PBS’ ‘Frontline’ to be Latest News Organization to Attack 401(k)s
Public Television’s “Frontline” is the latest media outlet set to attack 401(k) plans and IRAs. In a preview of “The “Retirement Gamble,” a program set to air April 23, 401(k) plans are characterized...
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Tulane’s Ricchiuti Upbeat About Economy
Noted economist Peter Ricchiuti of Tulane University is upbeat about the economy and the U.S. stock market, claiming that we’re only in the “middle innings” of our recovery. At the CUNA Mutual/CPI...
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Financial Crisis Spurred Greater Confidence in Advisors
In the wake of the financial crisis, investors are trusting financial advisors more than banks, insurance companies, investment firms and the government, according to a Fidelity survey of more than...
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BrightScope to Publish Advisor Fees
In a move that’s sure to raise concern among advisors, BrightScope is set to release a database (free registration required) that compares fees from RIA ADV forms available to the public on advisors’...
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Obama, with Estimated $5 Million Pension, Pushes $3 Million Cap on Retirement...
President Obama’s own pension, based on reasonable actuarial assumptions, is worth at least $5 million — 40% more than the small business retirement savings cap proposed in his fiscal year 2014 budget,...
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Graff: Beware ‘Retirement Plan Clunkers’ in Obama’s Budget
In this month’s Washington Update video, NAPA’s CEO/Executive Director Brian Graff slams two provisions in President Obama’s FY 2014 budget, which was submitted to Congress April 10. The first of these...
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ERISA 408(b)(2) After Effects: Form 5500 Filings
By Fred Reish, Bruce Ashton, Joshua Waldbeser and Joan Neri Advisors have an opportunity to help their clients with a Form 5500 reporting wrinkle that may catch plan sponsors and plan committees, in...
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Helping Your Plan Sponsor Clients Avoid Prohibited Transactions
By Fred Reish, Bruce Ashton, Joan Neri and Joshua Waldbeser Advisors have an opportunity to add significant value by helping plan sponsor clients develop a prudent 408(b)(2) disclosure review process....
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A ‘Win-Win-Win’ for Retirement
By Paul R. Samuelson, PhD and Warren Cormier Ask any plan sponsor and they will tell you that maximizing (or at least enhancing) their participants’ retirement readiness is a key goal of offering a DC...
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Nominations Now Being Accepted for the 2014 NAPA Leadership Council
Members of NAPA can now submit nominations for the 2014 NAPA Leadership Council. Two voting advisor members and one firm partner representative will rotate off the Leadership Council in 2014. The...
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Boustany, McCrery Sign on for 2014 Summit
With the 2014 NAPA 401(k) Summit now just over five months away, the pieces of what promises to be a standout program are starting to fall into place. The latest news: two influential congressional...
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Borzi Declines to Reveal Release of Fiduciary Definition Rule
By Mike Bushnell While calling it her office’s “highest priority” and saying it was near completion, Assistant U.S. Secretary of Labor Phyllis Borzi declined to say on Tuesday exactly when her agency...
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The 2014 NAPA 401(k) Summit Beckons NAPA Firm Partners with ‘Due Diligence Now!’
It’s abundantly clear the 2014 NAPA 401(k) Summit, to be held in New Orleans, March 23-25, 2014, will be the conference to attend in the retirement plan industry next year. Attendance is the doorway to...
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Nominate an Advisor for NAPA’s Leadership Council
Members of NAPA have the opportunity to nominate an advisor to serve on the 2014 NAPA Leadership Council — but only through the middle of next month. Two voting advisor members and one firm partner...
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NAPA’s ‘Due Diligence Now!’ Pre-Summit Meetings in New Orleans March 22-23
The 2014 NAPA 401(k) Summit will be a seminal event for a number of reasons, including the fact that it will be the first time that the Summit, launched by ASPPA, will be branded exclusively as a NAPA...
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Views from the Summit: Mind Your ‘Behaviors’!
By Alexander G. Assely III Editor’s Note: This is the first in a series of posts by speakers at the 2014 NAPA 401(k) Summit, March 23-25, 2014 in New Orleans. The world we live in today is not the...
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401(k) Makeover: Future Trends
By Jon Vogler Retirement experts believe your 401(k) plan will take on a new look and focus over the next few years as the industry introduces changes aimed at getting participants to save more money...
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401(k) Makeover: Future Trends Require Action Today
By Jeffrey Hemker This post adds a third voice to Invesco’s retirement expertise. I’m pleased to join my colleagues Tom Rowley, who specializes in IRAs and general retirement strategies, and Jon...
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