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Industry Trends and Research

BY Ted Godbout | 5/22/2019
New data shows that the average balances for self-directed brokerage accounts bounced back from the sharp losses seen at the end of 2018.   According to Charles Schwab’s latest SDBA... Read More
BY Ted Godbout | 5/22/2019
An annual 401(k) plan benchmarking report finds that the top five industries with the best plans continue to outpace the competition for the third year in a row.   Judy Diamond... Read More
BY Ted Godbout | 5/21/2019
When it comes to living a comfortable retirement and having enough money to retire, workers throughout the world share many of the same concerns, according to a new global survey.  The most... Read More
BY John Iekel | 5/21/2019
Consensus is a part of who we are as a people. But voices offering new ideas that challenge accepted mindsets are also part of who we are. And that applies to the discussion concerning retirement... Read More
BY Nevin E. Adams, JD | 5/20/2019
As the Memorial Day holiday (and, as tradition holds, summer vacation, generally) approaches, it’s time once again to pick the best song(s) about retirement. We’ve done this for several years now... Read More
BY Nevin E. Adams, JD | 5/17/2019
The IRS recently made it easier (and less costly) to fix certain operational issues without the need for an IRS filing or payment of a user fee – but will this have an impact on current usage? The... Read More
BY Nevin E. Adams, JD | 5/17/2019
There has been a lot of litigation in recent months alleging excessive fees and an imprudent reliance on proprietary funds by asset manager’s own 401(k) plans. But a new study finds some... Read More
BY Ted Godbout | 5/15/2019
The pressure to spend because of social media envy and the desire to not be left out of friends’ experiences apparently is leading to some bad financial habits, according to new survey results.... Read More
BY Nevin E. Adams, JD | 5/14/2019
Mothers give us a lot, not the least of which is life itself. But as I was reading through all the accolades on social media over the weekend, I couldn’t help but be reminded of all my mother gave me... Read More
BY NAPA Net Staff | 5/13/2019
In a new study of low- and moderate-income workers at employee-owned companies, researchers affirmed that employee stock ownership plans (ESOPs) enable families to significantly increase their assets... Read More
BY Ted Godbout | 5/13/2019
Amid rising demand for low-fee options, target date providers are responding by offering inexpensive options like collective investment trusts or launching new lower-cost series that rely on passive... Read More
BY Nevin E. Adams, JD | 5/13/2019
The IRS recently made it easier (and less costly) to fix certain operational issues without the need for an IRS filing or payment of a user fee. This week, a reader asks: “Do your clients use the DOL... Read More
BY NAPA Net Staff | 5/13/2019
The markets are off to a strong start, but for the 15th month in a row, participants who transferred balances have made the same move. More precisely, April marked the 15th month in a row in which... Read More
BY Nevin E. Adams, JD | 5/10/2019
Last week Secretary of Labor Alexander Acosta appeared to confirm that the Department of Labor will issue a new fiduciary rule. This week, we asked readers to weigh in on that prospect – and its... Read More
BY Ted Godbout | 5/10/2019
Despite a rocky end to 2018 and predictions of an impending recession, those who stayed the course with their 401(k) were rewarded with a generous first quarter rebound and even more impressive 10-... Read More
BY NAPA Net Staff | 5/10/2019
Private equity firm Reverence Capital Partners has announced that affiliated investment funds have signed a definitive agreement to acquire Advisor Group, Inc. Headquartered in Phoenix, Arizona,... Read More
BY Ted Godbout | 5/9/2019
UPDATED: May 15, 2019 Many pre-retirees still don’t understand how Social Security works and significantly overestimate how much they will receive, suggesting a need for financial advisors to... Read More
BY Ted Godbout | 5/8/2019
Employees who used their financial wellness program on a regular basis improved in all areas of financial planning, with the greatest level of improvement in retirement preparedness, according to a... Read More
BY Nevin E. Adams, JD | 5/7/2019
The 2019 Retirement Confidence Survey (RCS) found a continued increase in retirement confidence – but some were more likely to be confident than others.  Confidence about retirement is one... Read More
BY Ted Godbout | 5/7/2019
With billions of dollars continuing to leave the retirement system early every year, a new report looks at factors that lead individuals to take early withdrawals, as well as policies that may help... Read More
BY Ted Godbout | 5/6/2019
Open MEPs are most likely to succeed if they offer a variety of plan and fund options along with lower costs than small businesses are paying now, according to a recent study.   ... Read More
BY Ted Godbout | 5/6/2019
A new whitepaper argues that qualified default investment alternatives (QDIAs) need to evolve to provide a best-in-class solution to better prepare participants for retirement.  In Willis... Read More
BY NAPA Net Staff | 5/6/2019
If April showers bring May flowers, then the average 401(k) balance should be quite a bouquet! In April, the average 401(k) balance for those aged 25-34 with 1-4 years of tenure gained another 4.3... Read More
BY NAPA Net Staff | 5/6/2019
Attendees at the Plan Sponsor Council of America’s National Conference in Tampa got a sneak peek at the findings of the PSCA’s Inaugural Health Savings Account Survey. The general session panel –... Read More
BY Nevin E. Adams, JD | 5/3/2019
A reader notes, “the MEP topic at the NAPA 401(k) Summit sparked some interesting discussion among advisors during the peer session” – and did so again in this week’s NAPA-Net Reader Poll. MEPs,... Read More

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