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Report: Savings Gender Gap Persists; Advisors Can Help Close It
A new study reveals not just a chasm between the retirement readiness of women and men, but also an opportunity for employers and advisors to work together to close that gap. The Financial Finesse...
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Bramlett: DOL Push for Passive Indexing Leaves Investors Exposed
As the Department of Labor continues moving its fiduciary rule forward, Jerry Bramlett argues that advisors will have no choice but to steer more plans toward passive index investments, with...
View ArticleBarstein: In the DC World, 3’s a Charm
There are countless acronyms that advisors need to know, from types of investments, to regulatory organizations, to the kinds of plans they offer. But as Fred Barstein notes in the most recent issue of...
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The Unpredictability of 401(k)s
As more businesses transition from DB plans to 401(k)s, it’s getting harder for employers to project when their retirement-age workers will actually walk away from the job. Writing in the most recent...
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Fidelity Study Finds Advisor Satisfaction Higher Than Ever
A new study from Fidelity finds that the number of plan sponsors who are satisfied with their advisor continues to rise, while also revealing a strong correlation between auto-enrollment and overall...
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How to Plug Leaking DC Plans
Plan leakage is a major roadblock to achieving broad retirement readiness, with 45% of DC participants cashing out their plan balances upon leaving their job, according to one report. There are many...
View ArticleGraff: DOL Rule Could Devastate Participant Education
With so much attention being paid to the potential impacts of the DOL’s fiduciary rule proposal, NAPA Executive Director Brian Graff points out that there is a lesser known consequence to the rule that...
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Stout: Advisors Must Help Participants Solve Debt Issues
When combined with features such as automatic enrollment, participant education has boosted participation rates over the past decade, says Jania Stout, but advisors are ignoring the day-to-day...
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Adams: Retirement Savings Report Misses the Mark
A recent study advocating for more government intervention in private retirement marketplaces makes a few questionable assumptions, Nevin Adams writes in the Fall 2015 issue of NAPA Net the Magazine....
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