The percentage of American workers expecting to work after turning 65 has risen more than three-fold since 1991, with 25% adjusting their timetable in just the past year, according to EBRI. More than... Read More
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Industry Trends and Research
BY Fred Barstein | 9/12/2013
According to an article in the Wall Street Journal’s “CFO Journal” reporting on a Duke/CFO magazine study, more CFOs are expecting to hire part-time and temporary workers, driven by Obamacare... Read More
BY John Ortman | 9/11/2013
In last week’s Question of the Week we asked, "What percentage of 401(k) plan sponsors are 'very satisfied' with the overall service they receive from their plan advisor?" Here are the results of the... Read More
BY NAPA Net Staff | 9/10/2013
Last week’s top five most-read posts on NAPA Net reflected keen interest in a study asserting that the DB-to-DC plan switch has caused increased retirement wealth inequality, the increasing... Read More
BY Nevin E. Adams, JD | 9/10/2013
Growing up, I remember late night TV programs being punctuated by commercials touting a series of interesting products — everything from a rod-and-reel contraption that would fit in your pocket to a... Read More
BY Andrew Remo | 9/6/2013
The Economic Policy Institute (EPI), a think tank focused on the economic condition of low- and middle-income workers, recently released a study purporting to show that the switch from DB plans to DC... Read More
BY John Ortman | 9/5/2013
In last week’s Question of the Week we asked, “How many hours per day does the average plan advisor work in a normal work week?” The votes are in. Here are the responses, expressed as percentages:6... Read More
BY Fred Barstein | 9/4/2013
Though the DCIO market continues to grow at a healthy pace, active money managers that don’t own a record keeping platform or manage TDFs may be left out in the cold. According to research by... Read More
BY NAPA Net Staff | 9/3/2013
Last week’s top five most-read posts on NAPA Net reflected keen interest in T Rowe’s decision to make four funds on the 401(k) menu unavailable to many American Airlines participants, examining the... Read More
BY Nevin E. Adams, JD | 9/3/2013
Over the weekend, my daughter shared with us an insurance quote she’d received. It had been a while since I had focused on such things, but I was struck first by how much it was. It was for insurance... Read More
BY John Ortman | 9/3/2013
Last year, a higher percentage of employees worked for employers that offer retirement plans, and a higher percentage of them participated in the plans, according to a new report by EBRI. In 2012, 61... Read More
BY John Ortman | 8/29/2013
In last week’s Question of the Week we asked, “As participants enter their retirement years (about age 65), what is their median balance in all DC plan accounts in their household, including those... Read More
BY Fred Barstein | 8/29/2013
Larger corporate pension plans are moving to riskier investments, according to recent research by Fitch Ratings. Assets in “Level 3,” which include thinly traded and hard-to-value investments like... Read More
BY NAPA Net Staff | 8/27/2013
Last week’s top 5 most-read posts on NAPA Net reflected interest in a liberal think tank’s proposal to abolish the current employer-based retirement system, Yale Law School’s statement asserting they... Read More
BY Nevin E. Adams, JD | 8/27/2013
A recent long-distance move by a family member required that I rent a vehicle larger than the passenger cars that we generally rely on for transportation at my house. There were a number of... Read More
BY Fred Barstein | 8/22/2013
Is all this talk about “smart beta” — or factor weighting — just a game of semantics, or is there a real benefit to moving beyond simple market tracking beta? Advisor Rick Ferri writes that smart... Read More
BY John Ortman | 8/21/2013
In last week’s Question of the Week we asked, “What contributes more to a plan sponsor's loyalty, satisfaction and sense of value regarding their advisor?” Here are the results of the voting,... Read More
BY Nevin E. Adams, JD | 8/20/2013
I once spent a very uncomfortable period of time stuck in one of those carnival rides that, for brief periods of time, spins riders in a circle as the cab you are in also twirls. As uncomfortable as... Read More
BY Ronald J. Triche | 8/20/2013
In an Aug. 15, 2013, letter to Brian Graff, Executive Director/CEO of ASPPA and NAPA, Robert C. Post, Dean of Yale Law School, distanced Yale University and Yale Law School from Prof. Ian Ayres’ 401(... Read More
BY NAPA Net Staff | 8/19/2013
Last week’s top five most-read posts on NAPA Net reflected keen interest in ASPPA’s response to the dean of Yale Law School regarding Prof. Ian Ayers’ letters to plan sponsors, ING being ruled a... Read More
BY Fred Barstein | 8/19/2013
While many workers expect to work longer as they realize that their retirement savings are not sufficient or because they enjoy working, a LIMRA study shows that nearly half of people who retire are... Read More
BY Fred Barstein | 8/16/2013
It’s hard to get even a few people to agree on anything, but Yale Law School Prof. Ian Ayres’ “love letters” met with a uniform and resounding reaction from the DC industry because of their... Read More
BY John Ortman | 8/15/2013
In last week’s Question of the Week we asked, “How many face-to-face meetings does it take to close a full-service DC contract?” Here are the results of the voting, expressed in percentages:1 meeting... Read More
BY Fred Barstein | 8/14/2013
Fidelity’s burgeoning DCIO group recently released a study of 1,000 plan sponsors with 25-10,000 participants about their satisfaction with their plan advisors. Though 10% of plan sponsors are... Read More
BY Nevin E. Adams, JD | 8/13/2013
In about a month my eldest will be setting up a new home in a different state. It won’t be her first time living in another state, and it won’t be her first apartment. It will, however, be her first... Read More
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