Category: Plan Consulting

Behavioral finance is an area of study focused on how psychological influences can affect market outcomes. The retirement plan industry has really delved into this field because it helps advisors […]

The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, was set in place in December 2019, as part of a larger government […]

Defined Benefit plans have been around forever but have been dying off since the 1990s. In recent years however, we have seen a notable uptick in both traditional DB and Cash […]

This newsletter is being delivered earlier than scheduled, but significant elements of the CARES Act that directly impacts retirement plans need to be shared.  When this massive stimulus passed on […]

I could not bear to write another email with the subject line reading Covid-19 or market volatility.  Obviously, there is only one story at this moment…these are unprecedented times. The […]

Announcing—NAPA’s Top DC Advisor Multi-Office Firms BY NAPA Net StaffMarch 05, 2020 Almost from the day we launched our call for Top DC Advisor Teams, there has been an interest […]

This material was created for educational and informational purposes only, not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such […]

Ok, as an admitted geek of comic books as a kid, I have LOVED the fact that these stories I grew up with and visualized are now some of the […]

Within the pension industry there are several choices to make. Now the government is throwing their hat in the ring with the new retirement savings Program, Illinois Secure Choice Savings […]