When it comes to trends, some are hot, some not so much, and some were hot, but the hype surrounding it just winds up being more than seems necessary.
We asked a group of some 400+... Read More
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Industry Trends and Research
BY Ted Godbout | 9/14/2022
While Super Savers are concerned with inflationary impacts and a potential recession, most remain bullish they can withstand the short-term impacts—and actually plan to save more.
The... Read More
BY Nevin E. Adams, JD | 9/13/2022
I spend a lot of time and energy trying to keep up on the trends and happenings that shape our industry, the events and environments that both encourage—and sometimes undermine—our individual and... Read More
BY Ted Godbout | 9/13/2022
In what is shaping up to be a difficult year to retire, the United States fell behind one spot in a newly released global retirement index that provides a measure of how supportive the climate is for... Read More
BY NAPA Net Staff | 9/12/2022
Inflation worries and realities are weighing on lots of decisions of late—and a new survey suggests it will carry over into benefit decisions.
That new survey from Voya Financial, Inc. found that... Read More
BY Ted Godbout | 9/12/2022
Observations from Alight’s 401(k) Index for the month of August found that plan participants remained light traders during the month’s rising and falling of stocks.
While there were two... Read More
BY Ted Godbout | 9/12/2022
Among those currently working with a financial advisor, the vast majority say their advisors’ insight is valued even more today and has helped them remain confident during this period of economic... Read More
BY Ted Godbout | 9/8/2022
While most parents say they have started saving for their child’s education, the impact of inflation, market volatility and rising costs are leaving many parents less prepared to pay.
According to... Read More
BY NAPA Net Staff | 9/6/2022
A new study found that unmarried women workers and retirees have lower retirement confidence than their married counterparts and are more likely to have lower incomes and assets.
Unmarried... Read More
BY Nevin E. Adams, JD | 9/2/2022
A recent survey found a new high in advisor satisfaction—and a new high in terms of plan sponsors planning to seek a new advisor—but that’s not exactly how NAPA-Net readers saw it.
The survey—the... Read More
BY NAPA Net Staff | 9/1/2022
Among working-age individuals, the most common type of retirement accounts in 2020 were 401(k)-type defined contribution (DC) plans, but new Census Bureau data finds that overall rates mask... Read More
BY Ted Godbout | 8/31/2022
In what may come as no surprise, retirement plan participants who invest through self-directed brokerage accounts (SDBAs) saw significant losses, on average, in the second quarter.
According to... Read More
BY Ted Godbout | 8/31/2022
Small and mid-sized U.S. businesses acknowledge concerns about inflation and the possibility of a recession, but they also want to avoid taking any action that would negatively impact employees, a... Read More
BY Nevin E. Adams, JD | 8/30/2022
Our industry has long fretted over how 401(k) participants will respond to volatile markets. And perhaps not surprisingly, these days the headlines are, generally speaking, full of “stay the course”... Read More
BY Nevin E. Adams, JD | 8/29/2022
A recent survey found a new high in advisor satisfaction—and a new high in terms of plan sponsors planning to seek a new advisor. This week, we’d like to know how that matches with your sense of the... Read More
BY NAPA Net Staff | 8/26/2022
The volatile economic environment is contributing to a grim outlook among parents, according to the results of a new flash poll that focuses on families’ financial viewpoints.
Just half of... Read More
BY Nevin E. Adams, JD | 8/25/2022
It’s often said that retirement plan benefits help to attract and retain qualified talent—so how do advisory firms manage that?
Indeed, attracting and retaining qualified talent is an essential... Read More
BY Ted Godbout | 8/25/2022
Amid high inflation and mixed economic signals, most U.S. adults admit they are worried about the possibility of a recession and are taking steps to prepare, including saving more for retirement, a... Read More
BY Ted Godbout | 8/24/2022
With the current economic environment exacerbating the financial situation of many workers, a new white paper shares insights on how emergency savings solutions designed for low-to-moderate income (... Read More
BY Ted Godbout | 8/23/2022
Even though advisor satisfaction reached its highest level in five years, retirement plan sponsors actively seeking a new advisor also hit record highs, according to the 13th edition of Fidelity’s... Read More
BY Ted Godbout | 8/23/2022
New research by the Principal Financial Group finds that many workers lack awareness of what’s in their retirement accounts—but at the same time, many don’t feel comfortable making their own... Read More
BY Ted Godbout | 8/22/2022
After experiencing modest cost increases during the pandemic, the average costs that U.S. employers pay for their employees’ health care is expected to climb sharply.
According to projections by... Read More
BY Nevin E. Adams, JD | 8/19/2022
Charles Dickens once famously (if somewhat contradictorily) wrote “It was the best of times, it was the worst of times….” This week we asked readers (those who weren’t out on vacation or business,... Read More
BY NAPA Net Staff | 8/17/2022
The pandemic has affected older Americans’ work and financial situations to a large extent, but a new issue brief finds that the retirement expectations of these respondents appear to remain the same... Read More
BY Ted Godbout | 8/17/2022
Even though average account balances have decreased, given the stock market’s decline in the second quarter, there was also good news to be found in Fidelity’s Q2 2022 Retirement Analysis.
The... Read More
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