Category: Member Focus

Spring Issue of 403(b) Advisor Magazine Debuts

Spring Issue of 403(b) Advisor Magazine Debuts

| May 9, 2013 | 0 Comments

403(b) Advisor’s feature story “Retiring in a Boom Market,” reviews the “recency effect” and its implications in the average pre-retiree’s decision about when to leave the workforce.

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34th Annual Telly Awards Honor ASPPA’s “Save My 401k” Campaign

34th Annual Telly Awards Honor ASPPA’s “Save My 401k” Campaign

| April 25, 2013 | 3 Comments

The “Save My 401k” campaign developed by ASPPA and Beekeeper Group has won a Bronze Telly Award for recognition as industry leaders in media innovation. The judging committee has placed the animation in the upper echelon of nearly 12,000 submissions, covering a wide range of advertising agencies, television stations, and corporate video departments from around the world.

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Recap from the Legal Roundtable

Recap from the Legal Roundtable

| March 27, 2013 | 3 Comments

Leading ERISA lawyers, David Levine (Groom Law Group), Marcia S. Wagner (The Wagner Law Group) and Fred Reish (Drinker, Biddle & Reath, LLP) discussed today’s hottest legal topics from their diverse perspectives and with their unique methods of communication.

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Mind the Data to Improve Participant Outcomes

Mind the Data to Improve Participant Outcomes

| March 26, 2013 | 8 Comments

At this year’s NAPA/ASPPA 401(k) SUMMIT, Nevin Adams of the Employee Benefit Research Institute, and Douglas Fisher of Fidelity Investments presented thought-provoking ideas on interpreting and utilizing the large amount of data on private retirement plans available in order to encourage better retirement outcomes.

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Retirement Readiness: A Metric that Matters and a Real Differentiator

Retirement Readiness: A Metric that Matters and a Real Differentiator

| March 25, 2013 | 3 Comments

The National Association of Plan Advisors (NAPA) and the American Society of Pension Professionals & Actuaries (ASPPA) held the annual 401(k) SUMMIT at Caesars Palace on March 3-5. A panel of experts on retirement readiness took the stage Monday morning to provide their vantage points on what’s next for the industry.

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Preserve Advisor Margins with Participant Focus

Preserve Advisor Margins with Participant Focus

| March 21, 2013 | 0 Comments

“Heads of State” from top broker/dealers discussed their vantage points on fee-compression and new industry offerings on the main stage at the 12th annual NAPA/ASPPA 401(k) SUMMIT.

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From the Hill to the SUMMIT

From the Hill to the SUMMIT

| March 20, 2013 | 0 Comments

Brian Graff, Executive Director/CEO of ASPPA and NAPA, joined a high-level Congressional staffer to discuss tax reform, the definition of fiduciary regulation and the Harkin proposal.

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Are 401(k) Plans a Failed Experiment?

Are 401(k) Plans a Failed Experiment?

| March 19, 2013 | 0 Comments

“Are 401(k) Plans a Failed Experiment”—if there was ever a headline that should get the attention of all of us working in the retirement plan industry this is it. Unfortunately, we have had to read far too many articles and commentaries on why our current 401(k) plan structure is failing to ensure an adequate retirement for the majority of working persons in America.

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Live From the NAPA/ASPPA 401(k) SUMMIT: “Life After Fee Disclosure”

Live From the NAPA/ASPPA 401(k) SUMMIT: “Life After Fee Disclosure”

| March 12, 2013 | 0 Comments

Both Fred Reish, of Drinker Biddle & Reath LLP, and Sam Brandwein, of Morgan Stanley, gave their views on compliance issues following the initial 408(b)(2) fee disclosure effective date July 1, 2012 at the “Life After Fee Disclosure” workshop at the 2013 NAPA/ASPPA 401(k) SUMMIT.

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Fiduciary Consulting Group at PSA Honored with 401(k) Advisor Leadership Award

Fiduciary Consulting Group at PSA Honored with 401(k) Advisor Leadership Award

| March 4, 2013 | 0 Comments

The American Society of Pension Professionals & Actuaries (ASPPA) today announced the team of Fiduciary Consulting Group @ PSA from Hunt Valley, Md., received the 2013 401(k) Advisor Leadership Award. Jania Stout, Retirement Plans Practice Leader at PSA received the award on behalf of the team during a session of the 12th annual ASPPA/NAPA 401(k) SUMMIT in Las Vegas.

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