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Industry Trends and Research

BY Ted Godbout | 5/30/2023
Today’s investors are exposed to more information than any previous generation, with access to data and research that would have been available only to financial professionals in the past, but that... Read More
BY Nevin E. Adams, JD | 5/30/2023
I hadn’t been to the dentist in a long time. A VERY long time. Two weeks ago, and at the encouragement of my wife, I finally went back to the dentist. I hadn’t been since COVID, and that period... Read More
BY John Sullivan | 5/30/2023
A surprising finding in a comprehensive report from earlier this year is that there is no gender gap between men and women in access to employer-based retirement plans, and participation... Read More
BY Ted Godbout | 5/25/2023
With U.S. employers adding one million jobs to the economy in the first quarter of 2023, Americans appear to be refocusing on investing in their future, according to Fidelity’s latest retirement... Read More
BY NAPA Net Staff | 5/24/2023
A new report finds that managed account investors were older, longer tenured and had higher balances than single target-date fund (TDF) investors—and those aren’t the only differences. With... Read More
BY Nevin E. Adams, JD | 5/23/2023
When you see a headline that confirms your sense of the world, you’re naturally predisposed to embrace, remember (and these days “share”) it as a validation of what you already perceive reality to be... Read More
BY Ted Godbout | 5/23/2023
Two new surveys of adult American women suggest that many are struggling financially, making it exceedingly difficult to plan for a secure retirement. Commissioned by the National Council on Aging... Read More
BY John Sullivan | 5/23/2023
Distressing news from financial wellness pioneer Financial Finesse, which found financial stress levels as high as 2008, when the housing and financial crisis crashed much of the global economy... Read More
BY Ted Godbout | 5/22/2023
More consumers are multi-sourcing their investment decisions, with financial professionals being most influential, but reliance on online and employer resources is also increasing, according to a new... Read More
BY Ted Godbout | 5/19/2023
Despite political unrest at the federal and state levels, the asset management industry appears to be largely unswayed by the negative rhetoric surrounding the use of environmental, social and... Read More
BY Ted Godbout | 5/18/2023
While there’s much debate over the pros and cons of auto-features and whether participants need a nudge, the results of a new study suggest that plan sponsors can boost “default escalators” in 401(k... Read More
BY Ted Godbout | 5/16/2023
While traditional benefits, such as retirement savings plans, health coverage and paid time off remain very important, new research shows that most younger workers are also prioritizing non-... Read More
BY Ted Godbout | 5/16/2023
A new study that quantifies the potential magnitude of retirement savings shortfalls finds that, if current trends continue, federal and state governments could be hit with a combined $1.3 trillion... Read More
BY Ted Godbout | 5/12/2023
While they may not realize it, there is an opportunity for small employers to offer competitive retirement benefits, as only a third (34%) currently offer retirement savings to employees today,... Read More
BY Ted Godbout | 5/11/2023
Retirement readiness remains a major challenge for many of today’s working-age households that may need to save more and/or work longer to improve their prospects for a secure retirement. ... Read More
BY John Sullivan | 5/11/2023
A wide majority of investors believe artificial intelligence (AI) will be an investing and trading game-changer and help advisors better serve clients, yet most (thankfully) also believe AI will... Read More
BY Ted Godbout | 5/9/2023
According to Bank of America’s latest 401(k) Participant Pulse report, there was some good news to offset the less favorable news amid ongoing economic headwinds.  Notably, the firm’s first... Read More
BY Ted Godbout | 5/5/2023
Despite 401(k) plan investors paying less to invest than they ever have, even compared to just a year ago, the basis points saved are not shared equally by all defined contribution (DC) plan... Read More
BY Ted Godbout | 5/3/2023
While the SECURE Act and SECURE 2.0 seek to make it easier for small businesses to offer a retirement plan, many employers that do not offer coverage still appear to be clinging to the same reasons... Read More
BY Nevin E. Adams, JD | 5/2/2023
Last week the nation’s longest-running gauge of the nation’s retirement confidence painted a bleak, but understandable read on that measure. Indeed, in the midst of a volatile (though recently... Read More
BY John Sullivan | 5/2/2023
While once fast-paced M&A in the retirement plan space has slowed, it hasn’t stopped, and deals continue to move forward.  USI Consulting Group has acquired Hooker & Holcombe, a... Read More
BY Ted Godbout | 5/2/2023
While it may come as no surprise given the current economic environment, two new studies find that small- and mid-size business owners have major concerns about inflation, higher taxes, as well as... Read More
BY John Sullivan | 4/30/2023
Nearly a third of employees want their income protected against market losses starting at age 50, and almost all of them want market protection before the age of 65, according to new... Read More
BY John Sullivan | 4/27/2023
The National Council on Aging (NCOA) and UMass Boston find that 80% of older Americans, or 47 million people, can’t sustain a financial shock such as needing to pay for long-term care services and... Read More
BY John Sullivan | 4/27/2023
A new report finds a decline in retirement confidence to levels not seen since the 2008 financial crisis. The report, from the Employee Benefit Research Institute (EBRI), also finds both workers... Read More