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
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Industry Trends and Research
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
BY Nevin E. Adams, JD | 11/4/2022
Whether you’re back in the office, or never left, the headlines seem determined to remind us of all the time (and productivity) we’re losing with commuting times—not to mention the tension between... Read More
BY Ted Godbout | 11/2/2022
Regardless of the divided political pressure surrounding environmental, social, and governance (ESG) investing, asset managers apparently remain committed to considering such factors, with... Read More
BY Ted Godbout | 11/1/2022
Total wealth management M&A activity decreased for the third consecutive quarter of 2022, but total annual levels are expected to surpass 2021’s record year, according to the latest ECHELON... Read More
BY Nevin E. Adams, JD | 11/1/2022
The academics are at it again.
In a paper provocatively titled “The Life-Cycle Model Implies that Most Young People Should Not Save for Retirement” no fewer than four of them take 48 pages to make... Read More
BY Nevin E. Adams, JD | 10/31/2022
Whether you’re back in the office, or never left, the headlines seem determined to remind us of all the time (and productivity) we’re losing with commuting times—not to mention the tension between... Read More
BY Ted Godbout | 10/31/2022
Employees increasingly are concerned about their level of debt and the impact it could have on their ability to save for retirement, a new survey finds.
In fact, 8 in 10 employees (80%)... Read More
BY Ted Godbout | 10/28/2022
With most U.S. employees financially stressed and worried about inflation, the ability to retire is now a top concern of employees, the results of a new study reveal.
In fact, the ability to... Read More
BY Nevin E. Adams, JD | 10/28/2022
A recent survey finds that Gen Z (those aged 18-25) are saving an average of 14% of pay for retirement—more than the other workplace demographics (Boomers, Gen X & Millennials). But surveys are... Read More
BY Ted Godbout | 10/26/2022
Findings from a bi-annual survey of retirement plan decision-makers in the higher education sector show that the defined contribution (DC) plan is the No. 1 most important benefit for attracting and... Read More
BY NAPA Net Staff | 10/26/2022
Health savings accounts (HSAs) may still be used more as spending accounts than savings accounts, but the Plan Sponsor Council of America’s (PSCA) 2022 Health Savings Account Survey, sponsored by HSA... Read More
BY Ted Godbout | 10/25/2022
Despite a “perfect storm” of factors that should be compressing valuations and dragging down M&A volume, 2022 M&A activity has maintained a steady pace throughout the year, according to the... Read More
BY Ted Godbout | 10/25/2022
While the 401(k) remains the top retirement savings vehicle for today’s workers overall, Gen Z and Millennial workers are more likely to seek out a wider range of resources, from investment options... Read More
BY Nevin E. Adams, JD | 10/24/2022
A recent survey finds that Gen Z (those aged 18-25) are saving an average of 14% of pay for retirement—more than the other workplace demographic groups (Boomers, Gen X and Millennials). How does that... Read More
BY Ted Godbout | 10/23/2022
With retirement income becoming a top-of-mind issue in the defined contribution investment-only (DCIO) asset manager community, annuities apparently are gaining traction as an embedded component of... Read More
BY Nevin E. Adams, JD | 10/21/2022
You may have missed the headlines, but in recent weeks a couple of employers have announced the suspension of their 401(k) matches. What are NAPA-Net readers hearing and seeing?
While there... Read More
BY NAPA Net Staff | 10/19/2022
Results from the Employee Benefit Research Institute’s 2022 Spending in Retirement Survey finds that inflation is having an impact on many retirees’ spending patterns.
In assessing how spending... Read More
BY Ted Godbout | 10/19/2022
A new report finds that, even before suffering losses in their 401(k)s and other retirement vehicles this year, high net worth individuals (HNWIs) were concerned about their ability to retire... Read More
BY Ted Godbout | 10/18/2022
With financial incentives as motivation, DC plan advisors are more effectively aligning their plan design recommendations to address market demand, but findings from a new report suggest that... Read More
BY Nevin E. Adams, JD | 10/17/2022
You may have missed the headlines, but in recent weeks a couple of employers have announced the suspension of their 401(k) matches. Are any of your plan sponsor clients/prospects discussing reducing... Read More
BY Ted Godbout | 10/14/2022
Americans across generations face a vortex of challenges that are hindering their ability to save, leaving many with less than 50% of income replacement in retirement, according to an annual survey... Read More
BY Ted Godbout | 10/13/2022
More advisor practices are adopting the use of model portfolios to help advisors better serve clients and develop their business, according to a new report from Cerulli.
In fact, the industry’s... Read More
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