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Industry Trends and Research

BY Ted Godbout | 3/21/2024
While a new study finds that satisfaction among clients using financial advisors has risen over the past year, it also finds, however, a growing lack of loyalty among more affluent Millennials.... Read More
BY Ted Godbout | 3/20/2024
If ever there were any doubts about the benefits of having a formal financial plan to help prepare for retirement, a new study by T. Rowe Price puts that to rest. According to the firm’s report,... Read More
BY Nevin E. Adams, JD | 3/19/2024
An interesting—and somewhat counterintuitive—report came out last week, one that cast doubt on the “common wisdom” regarding Roth versus traditional pre-tax savings. The assumption underlying the... Read More
BY Ted Godbout | 3/19/2024
A new report by a collaborative of industry stakeholders suggests that low-cost, plan-design solutions to nudge participants to avoid early withdrawals could make a significant dent in the racial and... Read More
BY Ted Godbout | 3/18/2024
An early preview of Vanguard’s How America Saves 2024 finds that plan sponsors are continuing to make improvements to their plan designs.   The report reveals that 60% of plans with an... Read More
BY Ted Godbout | 3/15/2024
In what may come as no surprise, a new survey that looks at plan sponsor attitudes toward retirement plan management finds that plan sponsors that use outsourced fiduciaries highly value the service... Read More
BY John Sullivan | 3/14/2024
Retirees are generally happier in retirement than in the workforce, but like many things in life, there are gaps between expectation and reality according to the latest MassMutual Retirement... Read More
BY John Sullivan | 3/13/2024
It’s been several years since the pandemic began, and its impact is still felt, as many Americans now opt for a non-traditional approach to retirement. According to Fidelity Investments, 66% of... Read More
BY John Sullivan | 3/13/2024
Millennials are defining retirement by independence rather than age.  Accroding to a recent survey from IRALOGIX, over half say retirement is defined not by age 65 but by financial... Read More
BY John Iekel | 3/8/2024
The solvency of Social Security is not a new concern. It’s been on a slow—or, at times, high—burn for more than 40 years. Proposals to address the problem are almost as numerous as the warnings about... Read More
BY Ted Godbout | 3/8/2024
While there’s an emerging sense of optimism among women that the economy is improving, many unfortunately still worry about achieving financial security, particularly in the areas of retirement... Read More
BY John Sullivan | 3/4/2024
It wasn’t high costs or 401(k)s—necessarily—that ended the corporate pension plan’s reign, but rather ERISA itself. A recent paper from John Langbein, Yale Law School’s Sterling Professor... Read More
BY Ted Godbout | 3/4/2024
While traditional and Roth IRAs play a key role in household balance sheets, representing 36% of household financial assets among those owning them, new research also reveals that rollover activity,... Read More
BY Ted Godbout | 3/1/2024
While employers strive to address employees’ evolving needs, the results of a new survey find a disconnect between compensation and benefit offerings and employee preferences. Franklin Templeton’s... Read More
BY Nevin E. Adams, JD | 2/27/2024
Last week we explored the reasons why small businesses DON’T offer a retirement plan to their workers. But there are quite different—and positive—reasons for choosing to do so. The obstacles... Read More
BY Ted Godbout | 2/27/2024
Just as Congress gets ready to debate whether there is a “retirement crisis,” new survey results from an organization supportive of restoring defined benefit plans finds that Americans are... Read More
BY Ted Godbout | 2/27/2024
Even with other ongoing financial struggles, retirement savers ended the year on a positive note with improved market conditions and consistent contributions helping boost average account balances to... Read More
BY Ted Godbout | 2/26/2024
A new study finds that an increasing number of women are feeling financially prepared for retirement thanks to their growing involvement in financial planning. According to the study from Bryn... Read More
BY Ted Godbout | 2/23/2024
While the 401k Averages Book has served as a resource for evaluating 401(k) plan fees among large and small plans alike, the newly released 24th edition now includes new benchmarking data on advisor... Read More
BY Ted Godbout | 2/21/2024
With broker/dealers (B/Ds) actively encouraging their advisors to embrace the retirement plan space, a new report by Cerulli suggests that asset managers will need to adapt their approach to product... Read More
BY Nevin E. Adams, JD | 2/20/2024
The solution to the coverage gap lies through small business—but only about a third have been approached in the past year about offering one, according to a new survey. That’s not exactly a new... Read More
BY John Sullivan | 2/16/2024
Two high-profile industry players announced another aggregator acquisition on Thursday. OneDigital announced it entered a strategic relationship with Wintrust Investments, whereby it will acquire... Read More
BY John Iekel | 2/16/2024
Greater longevity than in the past is a good thing, as is concurrent big-picture improvement in finances. But periodic economic challenges do take place, which can spell trouble—especially for... Read More
BY Ted Godbout | 2/14/2024
There apparently is a “disconnect” between financial advisors and their retiree- and near-retiree clients on their retirement readiness, according to the results of a new survey. The survey,... Read More
BY John Iekel | 2/13/2024
Student loan debt has long been said to be a drag on retirement saving, and a just-released report adds fuel to the fire.  Not only is student loan debt an immediate and long-term financial... Read More

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