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Ted Godbout

By Ted Godbout | 8/16/2019
Whether considered as a standalone policy initiative or in tandem with other legislation, implementation of auto-portability could reduce overall retirement savings deficits by hundreds of billions of dollars, according to a new study.   In “The Impact of Auto Portability on Preserving Retirement... READ MORE
By Ted Godbout | 8/14/2019
When it comes to managing 401(k) investment allocation transactions, a new study suggests that the usability of key website features represents one of the most persistent problems across provider interfaces.   Two seemingly tangential features that came up continually during Corporate Insight’s... READ MORE
By Ted Godbout | 8/14/2019
Generational shifts in home ownership, ongoing gender inequalities and changes in retirement preparedness underscore the importance of workplace financial wellness programs, says a new report.  “The confluence of trends is of great concern to Americans’ financial security,” according to Prudential... READ MORE
By Ted Godbout | 8/13/2019
A new survey of registered investment advisors shows that fears of a recession have taken the lead as the top concern of their clients. The most recent results from E-TRADE’s Independent Advisor Sentiment survey show that the top concern among RIAs’ clients is a recession (33%) — up seven... READ MORE
By Ted Godbout | 8/13/2019
Beachgoers weren’t the only ones taking some time off in July, as 401(k) trading activity among 401(k) plan participants logged only one above-normal day, according to the Alight Solutions 401(k) Index. This comes following a busy second quarter, which registered the heaviest quarter of net... READ MORE
By Ted Godbout | 8/13/2019
While Millennials get much of the attention for driving socially responsible investing, a new study suggests they’re not the only generation that’s interested. Gen Xers and Baby Boomers are also expressing growing interest in applying their ideals on environmental, social and governance (ESG)... READ MORE
By Ted Godbout | 8/12/2019
Many kids and parents face a dilemma as they grapple with paying for college while trying to simultaneously save for retirement, according to two new studies.     According to T. Rowe Price’s 2019 “Parents, Kids & Money Survey” — which sampled 1,005 parents of 8- to 14-year-olds and their kids... READ MORE
By Ted Godbout | 8/9/2019
While it’s not exactly been a smooth road over the past couple of decades, a new report says an even bumpier ride could be ahead for recordkeepers. The report, “Long-term value creation in U.S. retirement” from McKinsey & Company, notes that while the 10-year bull market has propelled DC asset... READ MORE
By Ted Godbout | 8/8/2019
Ongoing volatility in global-equity markets, along with the Fed’s increasingly dovish policy bias, exposed a continuing trend of rising uncertainty, according to the latest Morningstar Markets Observer. Each quarter, the firm’s quantitative research team reviews the most recent market trends in... READ MORE
By Ted Godbout | 8/8/2019
A new study contends that American workers’ participation in employer-sponsored retirement plans is significantly higher than suggested by the most commonly cited statistics.  In fact, nearly two-thirds of workers between ages 26 and 64 participate in such plans, either directly or through a... READ MORE
By Ted Godbout | 8/7/2019
A recent survey of high-net-worth (HNW) primary breadwinners finds that men and women defy traditional gender stereotypes when it comes to their perceived investing acumen, risk appetite and work-life balance. Noting that high-earning professionals are a key target for financial advisors but there... READ MORE
By Ted Godbout | 8/6/2019
A national survey of both plan sponsors and plan participants reveals several key points of agreement and disagreement between the two constituencies. American Century Investments’ “Survey of Retirement Plan Sponsors and Participants” finds, among other things, that plan sponsors and participants... READ MORE
By Ted Godbout | 8/2/2019
The self-employed expect diverse sources of retirement income when they retire, but income from a typical retirement account does not appear to be one of them.  Findings from the Transamerica Center for Retirement Studies’ new report, “Self-Employed: Defying and Redefining Retirement,” show that... READ MORE
By Ted Godbout | 8/1/2019
The leadership of registered investment advisor firms apparently is getting younger, reversing a graying trend that had many advisors worried about the sustainability of the industry, according to a new benchmarking report.   And Gen Xers are increasingly on the receiving end of the torch passing... READ MORE
By Ted Godbout | 7/31/2019
In a mid-year update on his 10 economic predictions for 2019, Robert Doll, Nuveen’s Chief Equity Strategist & Senior Portfolio Manager, observes that, while it is still early, most of his predictions are trending in the right direction.   At the beginning of each year, Doll takes a... READ MORE
By Ted Godbout | 7/31/2019
In an effort to help address the issue of retirement plan leakage, the Department of Labor has approved the Retirement Clearinghouse’s request for relief from ERISA’s prohibited transaction restrictions to receive fees in relation to its pioneering auto-portability program. The DOL’s Employee... READ MORE
By Ted Godbout | 7/30/2019
Massachusetts has appropriately excluded ERISA plan fiduciaries from the application of its proposed new fiduciary standards, according to comments by the American Retirement Association.  In a letter to the Office of the Secretary of the Commonwealth, the ARA – parent organization of the National... READ MORE
By Ted Godbout | 7/25/2019
Last year marked another year of continued long-term growth for RIA firms, with new client acquisitions leading the way, according to a new study.   Schwab’s newly released 2019 RIA Benchmarking Study, which focuses exclusively on independent advisors with responses from more than 1,300 firms... READ MORE
By Ted Godbout | 7/25/2019
The Chairman of the House Ways & Means Committee encouraged delegates at the 7th annual NAPA D.C. Fly-in Forum to “plant both feet on the ground” and help move the SECURE Act over the goal line.  Rep. Richard Neal (D-MA) spoke to the delegates July 24 just before they were heading to Capitol... READ MORE
By Ted Godbout | 7/24/2019
Delegates at the seventh annual NAPA D.C. Fly-in Forum were told July 23 by a senior Labor Department official to keep an eye out for proposed guidance addressing electronic disclosure of retirement plan information.  Jeanne Wilson, Principal Deputy Assistant Secretary with the Department of Labor... READ MORE