Currently, there are four generations in the workforce, each bringing a diverse set of perspectives, skills and expertise, and based on their life stage, a diverse set of priorities and expectations... Read More
Advertisement
Industry Trends and Research
BY Ted Godbout | 10/11/2022
After a year of solid gains, price declines and turbulence in bond and equity markets took a heavy toll on defined contribution investment-only (DCIO) assets in the first half of 2022, according to... Read More
BY Ted Godbout | 10/10/2022
When considering the benefits of using either a robo-advisor or traditional financial advisor, a new survey finds that some generations are more open to robo-advisors than others.
According to the... Read More
BY NAPA Net Staff | 10/10/2022
A new study by Fidelity Investments finds that more than half of women are taking control of their money in the near-term, but inflation and other economic worries are prompting them to seek support... Read More
BY Nevin E. Adams, JD | 10/7/2022
Recent research suggests that, with all its pain and disruptions, COVID-19 didn’t do much to upend people’s retirement plans or confidence. This week we asked readers what they have seen and heard... Read More
BY NAPA Net Staff | 10/4/2022
Most of today’s workforce continues to embrace remote work policies over going to the office, but a new survey finds that location may impact much more than just the daily commute.
In fact,... Read More
BY Nevin E. Adams, JD | 10/4/2022
The future is an uncertain thing, and planning for uncertainty inevitably involves making some assumptions. Here are seven that, done improperly, can—yes, derail your retirement realities.
How... Read More
BY Ted Godbout | 10/4/2022
Findings from a new study show that the majority of retirees and pre-retirees are not financially prepared for retirement and lack sufficient savings to fully retire at age 65.
According to... Read More
BY Ted Godbout | 10/3/2022
While the use of employer-sponsored programs for investment advice has increased over the past decade, a new report reveals that there are wide generational differences in the usage rates. ... Read More
BY Hattie Greenan | 10/3/2022
It is well known that there is a retirement savings gap between white workers and non-white workers. A recent PSCA webinar addressed what that gap looks like, reasons for the gap, and ways that plan... Read More
BY Nevin E. Adams, JD | 10/3/2022
Recent research suggests that, with all its pain and disruptions, COVID-19 didn’t do much to upend people’s retirement plans or confidence. Is that what you’re hearing? Or thinking?
In... Read More
BY Nevin E. Adams, JD | 9/30/2022
We all know that when you file for Social Security benefits can have a dramatic difference in the amount of that monthly benefit—and while that’s a highly individualized decision, this week we asked... Read More
BY Ted Godbout | 9/29/2022
While retirement is still more than two decades away for Americans born in the 1980s, a new report finds that the retirement outlook for early Millennials is concerning—particularly compared to older... Read More
BY NAPA Net Staff | 9/29/2022
While not yet back to pre-COVID levels, average deferral rates are up, more participants are contributing, more plans are permitting immediate eligibility, and employer contribution rates to 403(b)... Read More
BY Ted Godbout | 9/27/2022
With feelings of financial wellness hitting a five-year low among employees, employers increasingly are turning to financial wellness programs to address employee stress and improve retention,... Read More
BY Nevin E. Adams, JD | 9/27/2022
Let’s face it—nobody wants to be “average.”
And yet, there are now a handful of consultants that, each year, publish a ranking of how the world’s retirement systems rate—and year after year the... Read More
BY Ted Godbout | 9/27/2022
Health savings account assets have grown at a 31% annualized growth rate over the past 15 years, and while the industry has improved its offerings in that time, more can be done, according to a new... Read More
BY Nevin E. Adams, JD | 9/26/2022
We all know that when you file for Social Security benefits can have a dramatic difference in the amount of that monthly benefit—and while that’s a highly individualized decision, this week we’d like... Read More
BY Ted Godbout | 9/25/2022
Many planning for retirement do not have a clear understanding of what their retiree healthcare will cost but—based on new estimates—they might want to take a closer look.
As you might... Read More
BY Ted Godbout | 9/23/2022
Despite various reports showing that many people have cut back on saving, new data by the Investment Company Institute suggests otherwise—at least regarding defined contribution plans.
In fact,... Read More
BY NAPA Net Staff | 9/21/2022
The massive labor disruptions caused by the pandemic led many to speculate that those disruptions would also lead to mass retirement, but new data from the U.S. Census Bureau tells another story.... Read More
BY Ted Godbout | 9/21/2022
Even though COVID concerns are fading, new concerns over inflation and economic uncertainty are adding to increased financial stress among employees, who are increasingly looking to their employers... Read More
BY NAPA Net Staff | 9/20/2022
With one month of Consumer Price Index (CPI) data left to go, an updated forecast from Milliman shows that the 2023 IRS qualified retirement plan limits will likely set a record for a one-year... Read More
BY Nevin E. Adams, JD | 9/20/2022
We deal with a lot of gaps in our lives—gaps because there is a difference between what we want and/or expect and reality.
Among others, there are wealth gaps, communication gaps,... Read More
BY NAPA Net Staff | 9/15/2022
With recent volatility in the markets altering perceptions around what it means to have a secure retirement, a new survey finds that more Americans are interested in having a guaranteed stream of... Read More
Recent Comments