Money managers’ AUM rose to $62.4 trillion in 2012, according to a study by the Boston Consulting Group. That figure, which surpasses the previous record (set in 2007, before the Great Recession),... Read More
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Industry Trends and Research
BY NAPA Net Staff | 7/9/2013
Last week’s top 5 most-read posts on NAPA Net reflected keen interest in understanding what to expect from a DOL audit, Brian Graff’s take on the proposed ‘Blank Slate’ approach to tax reform, EBRI’s... Read More
BY Nevin E. Adams, JD | 7/9/2013
Having just concluded a long driving trip, I was reminded again just how helpful the technology under the hood of today’s automobiles can be: the warning lights when you’ve still got enough gas left... Read More
BY John Ortman | 7/9/2013
Last week we posted about Aon Hewitt’s 2013 “Hot Topics in Retirement” report, focusing on participation and saving rates. The report also included a raft of benchmarking information on investments... Read More
BY John Ortman | 7/5/2013
Participation in DC plans is at an all-time high and DC plan balances have regained pre-recession levels, according to Aon Hewitt’s “2013 Hot Topics in Retirement” report. However, Aon's analysis... Read More
BY John Ortman | 7/5/2013
After a little more than five weeks' worth of voting — totaling more than 3,000 votes — here are the top 10 ideas in our online poll of ideas for sessions at next year’s NAPA 401(k) Summit:1. the... Read More
BY John Ortman | 7/3/2013
Despite the fact that about two out of three Millennials expect to retire by age 65, nearly 70% of them have not taken any action to plan or save for retirement, according to a new nationwide survey... Read More
BY NAPA Net Staff | 7/1/2013
Last week’s top 5 most-read posts on NAPA Net reflected keen interest in the Supreme Court’s DOMA decision, Cigna’s excessive fee lawsuit settlement, the New York Times and 401(k) fees, comparing... Read More
BY Fred Barstein | 7/1/2013
The conventional wisdom today is that DB and the relatively new cash balance plans are better than DC plans like 401(k)s. But according to research by EBRI based on a variety of simulated analyses,... Read More
BY Nevin E. Adams, JD | 6/26/2013
While drawing boards have been used by engineers and architects for more than two centuries, the phrase “back to the drawing board” is of much more recent origin, coined by the artist Peter Arno in a... Read More
BY NAPA Net Staff | 6/25/2013
Last week’s top 5 most-read stories on NAPA Net reflected keen interest in the top 10 record keepers, approval of the fiduciary definition bill, style boxes’ lack of significance to participants,... Read More
BY Fred Barstein | 6/25/2013
The newly branded 2014 NAPA 401(k) Summit is scheduled to be held in New Orleans, March 23-25. It promises to be the largest Summit since its inception, bigger even than the 1,500 people and almost... Read More
BY Fred Barstein | 6/24/2013
The New York Times took up 401(k) fees in a recent lead article that highlighted lawsuits, especially the 15 cases brought by Jerome Schlichter, as well as last year’s DOL fee disclosure regulations... Read More
BY NAPA Net Staff | 6/18/2013
Last week’s top 5 most-read stories on NAPA Net reflected keen interest in 401(k) fund fees, reevaluating participant self-direction, 408(b)(2) prospecting, expenses from plan assets and the type of... Read More
BY Nevin E. Adams, JD | 6/18/2013
Several weeks back, my wife and I sat down with a financial planner to review and update our financial plans. Now, it was not the first time that we’ve done this, but doing so brought with it a bit... Read More
BY Fred Barstein | 6/13/2013
ICI has released research, partly from a study conducted by Deloitte, on fees in 401(k) plans. The research compares them to fees paid by retail investors and sheds some light on the impact of... Read More
BY Warren Cormier | 6/13/2013
As a researcher, I am frequently asked this question by record keepers and advisors. The question arises from a hypothesis that people who work for not-for-profit organizations have a different view... Read More
BY Fred Barstein | 6/11/2013
ETFs continue to struggle to gain traction in the DC market, with little or no interest in the large market for plans with more than $100 million and tepid interest at best in the smaller markets.... Read More
BY NAPA Net Staff | 6/10/2013
Last week’s top five most-read posts on NAPA Net reflected keen interest in the SEC’s money market fund rule, assessing the health of your website, retirement lessons from Australia, the breakdown of... Read More
BY Nevin E. Adams, JD | 6/10/2013
I’ve never been much good in the kitchen. I’ve neither the patience and discipline to follow most recipes, nor the innate sense for the right balance of ingredients that those with culinary talent... Read More
BY Fred Barstein | 6/7/2013
According to research by Cerulli, assets flowing into managed accounts continue at a torrid pace, with market leader Financial Engines showing a 35% increase in 2012. Overall, assets in managed... Read More
BY Fred Barstein | 6/5/2013
Why is the pace of innovation so slow in the 401(k) market? According to UCLA Professor Shlomo Benartzi and Duke professor John Payne in a recent P... Read More
BY Fred Barstein | 6/5/2013
According to Mercer, Australia has the second best retirement system, following only Denmark. (The U.S. is ranked ninth.) One of the reasons is their “Superannuitization” pension plan, which has $1.... Read More
BY Nevin E. Adams, JD | 6/4/2013
I recently joined the throngs of humanity that went to the theaters to see “Iron Man 3.” I grew up reading Marvel Comics, and for the (very) most part, seeing those characters brought to life on the... Read More
BY NAPA Net Staff | 6/3/2013
Last week’s top five most-read stories on NAPA Net reflected keen interest in threats to retirement tax incentives, a new DC-like DB plan, ING’s potential takeover, EBSA’s enforcement strategy, and... Read More
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