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Industry Trends and Research

BY John Sullivan | 8/14/2023
New information about the state of 401(k) saving (and savers) resulted in good and bad news from one of the nation’s largest recordkeepers. Good news—average 401(k) balances are up almost 10% for... Read More
BY Ted Godbout | 8/14/2023
A newly released survey of plan sponsors reveals that many continue to broaden efforts to help participants achieve retirement security across employee financial wellness, plan design, and... Read More
BY Ted Godbout | 8/11/2023
The findings of a recent survey reveal a growing disparity between U.S. employers and their employees on the subject of financial health and well-being. While both employers’ and employees’ top... Read More
BY Ted Godbout | 8/10/2023
Based on the latest consumer price data released Aug. 10, The Senior Citizens League (TSCL) estimates that the Social Security cost of living adjustment (COLA) for 2024 is looking increasingly like... Read More
BY Ted Godbout | 8/9/2023
To attract and retain talent in a tight labor market while helping employees address sky-rocketing costs, a new study finds that U.S. employers are pursuing innovative new ways to improve their... Read More
BY Ted Godbout | 8/8/2023
There’s some good news and bad news in Bank of America’s newly released Q2 2023 Participant Pulse report. First, the good news; average 401(k) balances increased by $7,250 or 9.6% since the end of... Read More
BY Nevin E. Adams, JD | 8/7/2023
Defined contribution wholesalers—or as our annual accolade acknowledging the best of this “breed” calls them, “Advisor Allies”—have long been a vital support partner for the nation’s retirement plan... Read More
BY John Iekel | 8/7/2023
Health issues can arise at any time. And during retirement, many may turn to their 401(k) for the funds to address them—but health savings accounts (HSAs) are another option, and a July 27 webinar... Read More
BY Ted Godbout | 8/7/2023
After having been paused at the start of the COVID pandemic, federal student loan repayments are set to resume later this year, forcing many to consider cutting back on spending and saving for... Read More
BY Ted Godbout | 8/4/2023
With a labor shortage that’s expected to last through 2026 intertwined with a growing gig economy, employers may need to rethink their strategies and focus on creating a work environment that values... Read More
BY Ted Godbout | 8/2/2023
The differences between low-income and high-income older workers’ retirement accounts were greater in 2019 than in 2007, according to a new analysis by the Government Accountability Office (GAO).... Read More
BY Ted Godbout | 8/2/2023
If it wasn’t already a known commodity to industry stakeholders and workers saving for retirement, a new study confirms that the 401(k) is becoming a non-negotiable benefit for job seekers.... Read More
BY Ted Godbout | 7/31/2023
Managed account assets are expected to grow to nearly $16 trillion by 2026, exceeding 13% annual growth over the next four years, but a new report suggests that, as sponsors balance growth in fee-... Read More
BY Nevin E. Adams, JD | 7/31/2023
Regardless of plan sponsor sentiment, there’s also a pretty consistent understanding that advisors will wind up playing an essential role in overcoming the traditional objections to these solutions... Read More
BY Ted Godbout | 7/24/2023
Americans say that financial advisors are the most trusted source of financial advice and those who work with one are much more confident, yet a surprisingly few do so, new survey data shows.... Read More
BY Ted Godbout | 7/21/2023
Despite 2022 being a challenging year, the registered investment advisor (RIA) industry continues to be strong, with organic growth and client retention helping to lead the way, according to Schwab... Read More
BY Ted Godbout | 7/19/2023
Unpaid caregivers serve a vital function in taking care of a family member or close relative, but new research published by the Employee Benefit Research Institute (EBRI) finds that it can take a... Read More
BY Ted Godbout | 7/19/2023
While inherited wealth may provide a financial lift for some, the results of a new survey reveal that a surprising number of Americans lack confidence in their ability to manage the funds. In the... Read More
BY Ted Godbout | 7/17/2023
New research by the Society of Actuaries (SOA) looks at the challenges that families face—particularly the impact on their retirement plans—when saving for both their retirement and a family member’s... Read More
BY Ted Godbout | 7/13/2023
As Generation X becomes the country’s next generation on deck to retire, a new report finds that many of those born between 1965 and 1980 are woefully unprepared for retirement.   When... Read More
BY John Sullivan | 7/12/2023
Financial Finesse Ventures, a venture arm of financial coaching and wellness firm Financial Finesse, announced a new investment in OfColor, a “bold, minority-owned financial wellness platform that is... Read More
BY Nevin E. Adams, JD | 7/11/2023
Millennials have had a rough week of it, at least in the financial press. First there was a report that they had established asset allocations that mirrored that of their grandparents (the... Read More
BY Ted Godbout | 7/10/2023
While overall deal volume decreased in the second quarter of 2023, there was a significant increase in large RIA investments, according to ECHELON’s second quarter, 2023 RIA M&A Deal Report.... Read More
BY Nevin E. Adams, JD | 7/10/2023
A new study reviews data from two databases[i] to see how (if?) retirement expectations have been impacted by the experience of the COVID-19 pandemic. The research—titled “Retirement Expectations... Read More
BY John Sullivan | 7/7/2023
How does loan behavior on the part of plan participants correlate with savings rates and, ultimately, retirement outcomes? It’s a question asked and answered by T. Rowe Price, who recently drilled... Read More