Investors grappling with today's economic environment are feeling increased pressure on their retirement plans and are facing more uncertainty about when they will be able to retire, the results of a... Read More
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Industry Trends and Research
BY Nevin E. Adams, JD | 12/2/2022
Last week we got the final regulation on ESG investments in defined contribution (DC) plans (and some clarity on proxy voting)—so what, at this early date, do readers have to say?
Yes, just ahead... Read More
BY Ted Godbout | 12/1/2022
Market volatility and pandemic fears apparently were not enough to scare away younger 401(k) plan participants from investing in equities.
According to a new joint study from the Employee Benefit... Read More
BY Ted Godbout | 12/1/2022
The average account balance for retirement plan participants who invest through self-directed brokerage accounts (SDBAs) suffered further losses through the third quarter.
According to Charles... Read More
BY Ted Godbout | 11/30/2022
A new study finds that engaged 401(k) plan participants are saving at significantly higher rates than that of unengaged participants, demonstrating that getting people involved in their retirement... Read More
BY Ted Godbout | 11/30/2022
As the workforce becomes more mobile and employers look for ways to attract and retain the most qualified candidates, nonqualified deferred compensation plans (NQDC) increasingly are being viewed as... Read More
BY Ted Godbout | 11/28/2022
Despite progress in terms of educational attainment and career opportunities, a new report suggests that women remain at greater risk of not achieving a financially secure retirement than men due to... Read More
BY NAPA Net Staff | 11/28/2022
Mobile apps have increasingly become the first resource that investors consult to review their investments, make transactions and conduct research, positioning digital as a critical component of the... Read More
BY Ted Godbout | 11/27/2022
Rising inflation and stock market volatility are weighing heavily on self-directed investors, but few have moved money out of stocks or bonds, and instead appear to be tightening their budgets.... Read More
BY Ted Godbout | 11/22/2022
T. Rowe Price's new U.S. retirement market outlook examines three broad trends the firm expects to continue to shape the retirement outlook for millions of Americans who are saving and investing for... Read More
BY Ted Godbout | 11/18/2022
Despite ongoing market volatility and growing financial concerns, one area where 401(k) plan participants have yet to put the brakes on involves saving for retirement.
Although average account... Read More
BY Nevin E. Adams, JD | 11/18/2022
Financial wellness continues to be a topic of interest—indeed, in the wake of the COVID-19 pandemic issues of financial as well as physical health arguably loom larger than ever. But are we closer to... Read More
BY NAPA Net Staff | 11/15/2022
While the broad scope of workplace benefits continues to evolve, findings from a new consumer research survey reveal that an employer-sponsored retirement plan is just as important for employee... Read More
BY Ted Godbout | 11/15/2022
While the U.S. ranked second in overall global financial inclusion due to a strong financial system and employer support, this level of support isn’t equal across the board, according to new research... Read More
BY Nevin E. Adams, JD | 11/15/2022
In the course of my day, I talk to (and email with) people, read a lot, and every so often jot down a random thought or insight that gives me pause and makes me think. See what you think.
It’s not... Read More
BY NAPA Net Staff | 11/14/2022
With financial pressure on U.S. employees piling up, the results of a new survey suggest that most employees want guidance from their companies to navigate inflation.
The joint survey by TalentLMS... Read More
BY Nevin E. Adams, JD | 11/14/2022
Financial wellness continues to be a topic of interest—indeed, in the wake of the COVID-19 pandemic issues of financial as well as physical health arguably loom larger than ever. But are we closer to... Read More
BY Nevin E. Adams, JD | 11/11/2022
Seems like every couple of weeks a firm is either acquired, or decides to step away from the complicated business of participant recordkeeping—and that’s a year after the most recent wave began. This... Read More
BY Ted Godbout | 11/11/2022
A recent survey that looked at the experiences and perceptions of both women and men on the opportunities and challenges faced by female advisors in the financial services industry finds that female... Read More
BY Ted Godbout | 11/10/2022
Compared to their older counterparts, younger generations are demonstrating notable shifts in attitude about work, life and saving, taking drastic measures to bring balance to their lives, a new... Read More
BY Ted Godbout | 11/8/2022
Employer financial wellbeing programs continue to expand, but as costs grow, employers increasingly are looking for ways to measure their impact, according to a new study by EBRI.
The fifth annual... Read More
BY Nevin E. Adams, JD | 11/7/2022
Seems like every couple of weeks a firm is either acquired, or decides to step away from the complicated business of participant recordkeeping—and that’s a year after the most recent wave began. This... Read More
BY NAPA Net Staff | 11/7/2022
Despite market gains for most of the major indexes, October was another light trading month for 401(k) plan investors, according to the Alight 401(k) Index.
There were just two above-... Read More
BY John Iekel | 11/7/2022
Editor’s Note: This is part one of a two-part series on what can be done to help those who are about to retire or have to better prepare to finance their retirements.
There is much to... Read More
BY Ted Godbout | 11/7/2022
Advisor satisfaction with asset manager websites appears to be a key differentiator of whether they intend to invest with those brands, according to a new study.
Among advisors who have overall... Read More
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