While many employers made difficult cost-cutting decisions during the pandemic, a new survey finds that most feel responsible for their employees and are addressing their needs through enhanced... Read More
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Industry Trends and Research
BY NAPA Net Staff | 8/15/2022
With most Americans expressing concern about their current financial situation, the results of two new surveys reveal a significant need for greater accessibility to financial advice.
According to... Read More
BY Nevin E. Adams, JD | 8/15/2022
Charles Dickens once famously (if somewhat contradictorily) wrote, “It was the best of times, it was the worst of times….” This week we’d like to give you a chance to weigh in on some of your best—... Read More
BY Ted Godbout | 8/12/2022
Preliminary results from a national survey finds that U.S. employers expect health benefit cost per employee to rise next year, but most are not planning to shift costs, which would be welcome news... Read More
BY Ted Godbout | 8/12/2022
While the latest government data shows that inflation declined slightly last month, an updated forecast from Milliman shows that the 2023 IRS qualified retirement plan limits will likely set a record... Read More
BY Ted Godbout | 8/11/2022
Notwithstanding challenging markets and the rising cost of capital, July M&A activity among registered investment advisors and independent broker-dealers continued 2022’s rapid pace. ... Read More
BY Ted Godbout | 8/11/2022
A modest increase in participant elective deferral rates would enable most plan participants to attain a 75% replacement rate in retirement, according to new research by Vanguard.
To assess... Read More
BY Ted Godbout | 8/10/2022
Despite inflation dropping a bit last month, the nation is still looking at the highest COLA since 1981 when it was 11.2%, according to new estimates by The Senior Citizens League (TSCL).
While... Read More
BY Ted Godbout | 8/9/2022
Amid the dog days of summer, 401(k) plan investors were light traders in July, according to the Alight 401(k) Index.
In fact, there were no above-normal trading days, as Wall Street... Read More
BY Ted Godbout | 8/9/2022
While inflation is causing a significant amount of stress and anxiety, a new survey finds that most American investors remain committed to their long-term financial goals.
In the past 12... Read More
BY NAPA Net Staff | 8/5/2022
To better understand the choices that investors face when evaluating financial advisers, Pew has examined how RIAs and dual registrants are compensated, what affiliations they have, and what actions... Read More
BY Ted Godbout | 8/5/2022
Retirement plan providers are increasing their efforts to encourage saving by redesigning online participant experiences with simplicity and personalization in mind, according to a new report from... Read More
BY Ted Godbout | 8/5/2022
Despite a decline in confidence, most Americans believe their finances remain relatively strong and they can still meet their long-term financial goals, according to findings from New York... Read More
BY Nevin E. Adams, JD | 8/5/2022
One of the more eye-opening findings of the 2022 NAPA 401(k) Summit Insider had to do with managed accounts—and this week’s polling reveals a similar split.
Yes, over the past couple of years... Read More
BY Michael P. Barry & Brian Donohue | 8/4/2022
The fundamental factor driving the retirement crisis is the increasing cost of an “adequate” retirement. Retirement is, just like housing or food, a necessity. We are all going to get to the point... Read More
BY Ted Godbout | 8/3/2022
New polling by Gallup finds that American workers are retiring at later ages than those in the past three decades.
In 1991, U.S. retirees, on average, reported that they retired at age 57,... Read More
BY Ted Godbout | 8/3/2022
With the nation’s population of retirees growing exponentially, a new white paper suggests that DC plan design must evolve to meet the needs of this growing demographic.
One fundamental way DC... Read More
BY Ted Godbout | 8/3/2022
After a precipitous downturn in the market, registered investment advisors say they are leaning more toward considering active management, according to new survey results.
Conducted by... Read More
BY Ted Godbout | 8/2/2022
With the nation’s population of retirees and growing exponentially, a new white paper suggests that DC plan design must evolve to meet the needs of this growing demographic.
As such, a fundamental... Read More
BY Nevin E. Adams, JD | 8/1/2022
One of the more eye-opening findings of the 2022 NAPA 401(k) Summit Insider had to do with managed accounts.
Yes, over the past couple of years managed accounts (re)emerged on the scene with... Read More
BY Ted Godbout | 8/1/2022
As investors experience the first real bear market in 15 years, more are looking for somewhere to turn, creating opportunities for advisors, a new report from Cerulli suggests.
Over the past... Read More
BY Ted Godbout | 8/1/2022
Announcement of the official limits is still a few months away, but early projections from Mercer suggest that nearly all qualified retirement plan limits will increase by unprecedented amounts next... Read More
BY Ted Godbout | 7/29/2022
With the stock market in bear market territory and inflation cutting into spending power, a new study finds that Americans are increasingly anxious about the possibility of a recession.
In... Read More
BY Nevin E. Adams, JD | 7/29/2022
As you all (hopefully) know, there are some new rules regarding rollover recommendations—notably the requirement to document—in writing—why a rollover is in the participant’s best interest. This week... Read More
BY Ted Godbout | 7/28/2022
Inflation is now the top obstacle to saving for a comfortable retirement, according to a new survey from Schwab Retirement Plan Services.
The firm’s annual nationwide survey of 401(k) plan... Read More
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