Uniformity and universality are not hallmarks of retirement plan coverage. A new report offers a look at who in the private sector is most likely to have access to a plan and to be covered. ... Read More
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Industry Trends and Research
BY John Sullivan | 9/29/2023
Student loans are again making headlines, and October marks the resumption of payments for borrowers after a lengthy COVID-related hiatus, a politically controversial issue affecting over 45 million... Read More
BY John Sullivan | 9/27/2023
The bad news is that 401(k) loans are on the rise and have consistently increased since a low in 2020, according to a new report from T. Rowe Price. Thankfully, they have yet to reach pre-pandemic... Read More
BY Ted Godbout | 9/26/2023
Over the last year, the impact of inflation and economic uncertainty has contributed to increased financial stress, leading many employees to focus on short-term financial needs instead of saving for... Read More
BY Ted Godbout | 9/25/2023
After enduring one of the worst stock markets in decades, health savings account (HSA) investment assets have grown rapidly, according to Devenir’s 2023 mid-year HSA market survey report.
As part... Read More
BY Ted Godbout | 9/24/2023
While the gender savings gap apparently has closed in their so-called “personal economies,” new research suggests that women are still showing less confidence than men when it comes to investing and... Read More
BY Ted Godbout | 9/21/2023
Even though inflation has eased a bit in recent months, that hasn’t stopped American workers from worrying about the impact it will have on the cost on their workplace benefits as open enrollment... Read More
BY Ted Godbout | 9/19/2023
There’s some good new and some bad news in Goldman Sachs Asset Management’s (GSAM) just-released retirement report, which examines how plan participants are preparing for, transitioning to, and... Read More
BY Ted Godbout | 9/19/2023
While the pandemic may have induced a large wave of retirees to leave and later return to the workforce, a new report finds the trend of “working in retirement” is continuing to grow.
According to... Read More
BY Ted Godbout | 9/19/2023
After experiencing a slower pace for the first nine months of 2023, RIA merger and acquisition (M&A) activity apparently regained its footing in the third quarter.
According to an update by... Read More
BY Ted Godbout | 9/15/2023
New research by the Employee Benefit Research Institute (EBRI), conducted in partnership with J.P. Morgan Asset Management, reveals that households with spending “spikes” are more likely to increase... Read More
BY Ted Godbout | 9/15/2023
While it may come as a surprise to many, a new study finds that even those at the top of the income and wealth scale are among those who worry they might outlive their savings.
According to... Read More
BY Ted Godbout | 9/13/2023
For the first time in 10 years, nearly all developed countries, including the United States, received a higher overall score for retirement security over the previous year, but most Americans... Read More
BY Ted Godbout | 9/12/2023
Benefits play a major role in the employee experience, as most can attest to on a personal and professional level, but new research suggests that it’s simply not enough to make benefits available to... Read More
BY John Sullivan | 9/12/2023
The National Association of Plan Advisors (NAPA) has launched the NAPA Advisor Research Institute (NARI), a new and unique research arm dedicated to the retirement plan advisor industry, the... Read More
BY Nevin E. Adams, JD | 9/8/2023
Much is made of the importance of work/life “balance”—so how is it playing out in your practice(s)?
Somewhat problematically, there seems little consensus on exactly what that “should” be—more... Read More
BY John Sullivan | 9/6/2023
Little surprise, participant engagement sits atop the list of short-term priorities for plan sponsors. At the same time, high-profile issues like retirement income, discussed ad nauseam among... Read More
BY Ted Godbout | 9/6/2023
Fee pressures continue to be a dominant force in shaping the future of target date (TD) solutions as evidenced by the top two most supported developments identified by T. Rowe Price’s just-released... Read More
BY John Sullivan | 9/5/2023
They make it sound so simple.
The Aspen Leadership Forum on Retirement Savings released a summary from their June meeting, which focused on “five big ideas about closing the access gap and making... Read More
BY NAPA Net Staff | 9/2/2023
Financial wellness remains both a hot topic of interest and enthusiasm—how, if at all, does HSA education fit in?
Oddly, despite the passion many advisors have for financial wellness as a... Read More
BY Ted Godbout | 8/28/2023
Retirement plan advisors take note—2023 should be thought of as a year of opportunity, as an increasingly complex retirement landscape is expanding the pathways for greater advisor impact.
This is... Read More
BY Ted Godbout | 8/28/2023
With staff turnover being both costly and disruptive, especially at senior levels, businesses increasingly are relying on nonqualified deferred compensation (NQDC) plans as a means of driving... Read More
BY Ted Godbout | 8/24/2023
While financial worries remain among the top reasons Americans are delaying retirement or are returning to work, a surprising number cite other, more personal reasons for doing so, a new survey finds... Read More
BY Nevin E. Adams, JD | 8/22/2023
One of my favorite parts of the NAPA 401(k) Summit is a comprehensive annual survey we do of advisors in attendance at the Summit I call the Summit Insider.
It’s a unique opportunity to get the... Read More
BY Ted Godbout | 8/22/2023
Even though inflation is subsiding according to the latest government data, the average costs that U.S. employers pay for their employees’ health care is expected to surge next year.
According to... Read More
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