The National Association of Plan Advisors (NAPA) names the defined contribution industry’s top 75 wholesalers in the latest issue of NAPA Net the Magazine. These wholesalers may be under-recognized as vital components to the industrbut they remain an ever-growing essentiality to helping plan advisors grow their DC business. “Wholesalers have to be the consummate “Wingmen”… Continue reading
The Wall Street Journal: Do you know what’s wrong with your 401(k)?
Do you know what’s wrong with your 401(k)? Excerpt: “Experts also say that good advice is personalized and customized. And one way of telling whether the advice personalized is “if the adviser asks questions about (your) situation whether online, on phone, or in person,” said Fred Barstein, the founder and the CEO of the Retirement… Continue reading
NAPA Net the Magazine Names Top 10 Defined Contribution Innovators
The National Association of Plan Advisors (NAPA) names the defined contribution market’s top 10 innovators in the latest issue of NAPA Net the Magazine. These innovators have proven histories of substantial industry improvements and are in position to revolutionize the DC industry by initiating changes with a singular goal: to improve plan participants’ outcomes. “Innovation… Continue reading