According to recently released research by professors Benartzi and Thaler, 56% of plans now offer auto enrollment (up from 19% in 2005) and 51% offer auto escalation (up from 9% over the same period... Read More
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Industry Trends and Research
BY NAPA Net Staff | 2/27/2013
Tapping experts in their fields, AdvisorOne reviewed the issues most likely to affect advisors and their clients in 2013. These issues include:1. The new fiduciary rule expected from the DOL by July... Read More
BY Nevin E. Adams, JD | 2/26/2013
One of my favorite memories of visiting my grandparents over the holidays was working on jigsaw puzzles. These were generally large, complicated affairs — whose construction was spread over days, as... Read More
BY NAPA Net Staff | 2/26/2013
Editor’s Note: This is the latest in a series of posts by speakers at the 2013 NAPA/ASPPA 401(k) Summit, March 3-5, 2013 in Las Vegas. Brodie Wood, Vice President, Transamerica Retirement Solutions,... Read More
BY NAPA Net Staff | 2/19/2013
As part of our ongoing effort to better serve the 401(k) advisor community, we’d like to gain some new insight into our readership. So we’re asking all 401(k) advisors to take a brief, one minute... Read More
BY Nevin E. Adams, JD | 2/12/2013
“401(k) breaches undermining retirement security for millions,” read the headline of a recent article in the Washington Post. No, we’re not talking about some kind of data-hacking scandal or new... Read More
BY NAPA Net Staff | 2/7/2013
After experiencing two boom-and-bust cycles in the financial market, Millennials (that is, people in their 20s), have become more skeptical of financial advice and more conservative than older... Read More
BY NAPA Net Staff | 2/6/2013
For households of Americans age 55 and older, LIMRA projects that investible retirement assets will nearly double by 2020, rising to $22 trillion from the estimated $12 trillion in 2010. The... Read More
BY Nevin E. Adams, JD | 2/5/2013
Advisors who have undertaken any number of designation or certification exams can attest that a mainstay of multiple-choice test instruction is the admonition to select the “single best answer.”... Read More
BY NAPA Net Staff | 2/5/2013
On a monthly basis, EBRI produces estimates of the cumulative changes in 401(k) account balances — as a result of both contributions and investment returns — for several combinations of participant... Read More
BY NAPA Net Staff | 2/4/2013
Busy week. Here’s what we covered:Industry Trends & ResearchEBRI’s Nevin Adams, noted writer and prolific NAPA Conductor, opined about how hard it is for plan advisors to know how much... Read More
BY NAPA Net Staff | 2/4/2013
The demise of equity mutual funds is greatly exaggerated if January 2013 is any indication — equity funds accounted for $51 billion of the estimated $90 billion net inflows to stock and bond funds,... Read More
BY NAPA Net Staff | 2/1/2013
Here are the 10 most-read items on NAPA Net last month, listed Letterman-style:10. The Benefits of Unbundled 401(k)s9. Acquisition Bug Bites Ascensus8. WSJ Takes a Shot at TDFs7. Heat Map of... Read More
BY NAPA Net Staff | 1/31/2013
Americans whose parents set good financial examples are more likely to be among the 62% of Americans who have a financial plan and feel confident in their financial future, a new Genworth survey... Read More
BY NAPA Net Staff | 1/29/2013
Because of the Great Recession, fewer small employers are likely to offer benefits to their employees. According to a LIMRA study of 754 firms with fewer than 100 employees, only 47% indicated that... Read More
BY NAPA Net Staff | 1/29/2013
Schwab Advisor Services reports an increase in the size of RIA deals in 2012, while the number of deals decreased. The total value of RIA deals increased from $43.9 billion in 2011 to $58.8 billion... Read More
BY Nevin E. Adams, JD | 1/29/2013
Trying to figure out how much money an individual or couple needs to live on in retirement is, to put it mildly, a complicated business.As advisors well know, it depends on a range of factors,... Read More
BY NAPA Net Staff | 1/28/2013
InvestmentsWhile the Wall Street Journal was taking shots at TDFs, claiming they lagged the S... Read More
BY Nevin E. Adams, JD | 1/24/2013
You may remember little else about the 1989 film “Field of Dreams,” but odds are you’ve invoked a version of what is probably its most famous line: “If you build it, he will come.” Unfortunately,... Read More
BY NAPA Net Staff | 1/23/2013
Though the demand for active equity funds has fallen, with many companies experiencing net outflows (perhaps driven in DC plans by the growing popularity of TDFs), fees remained stable, according to... Read More
BY NAPA Net Staff | 1/22/2013
Here are the 10 most-read items on NAPA Net during 2012, listed Letterman-style:10. 408(b)(2.0) – The Next Steps for Plan Advisors9. 401k Heaven Redefined8. Watching Wholesalers to Predict... Read More
BY NAPA Net Staff | 1/17/2013
Americans’ job tenure increased slightly in 2012, but the average stay in a job is still shorter than many assume. The median length of time on the job for American workers in 2012 was just 5.4 years... Read More
BY Nevin E. Adams, JD | 1/17/2013
I was driving home recently when my dashboard lit up with a warning that in just 63 miles, I’d run out of gas. I appreciated the warning — my car has one of those gauges that seems to fall faster... Read More
BY NAPA Net Staff | 1/16/2013
The popularity of retirement income solutions continues to increase. According to new research from Aon Hewitt, 28% of plan sponsors now offer in-plan retirement income solutions, including... Read More
BY NAPA Net Staff | 1/15/2013
Esri, a pioneer in geospatial analysis based in Redlands, CA, has applied its “tapestry segmentation” approach (which classifies all U.S. neighborhoods into 65 segments based on their socioeconomic... Read More
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