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Industry Trends and Research

BY Ted Godbout | 1/30/2023
New state mandates, tax incentives and other factors are leading many plan advisors to anticipate significant practice growth in the small plan 401(k) market in the coming year. Results from... Read More
BY Nevin E. Adams, JD | 1/27/2023
There are a lot of optional plan design enhancements to be found in the new SECURE 2.0 Act of 2022—but there’s one mandatory feature that could have effects both positive—and negative. This week we... Read More
BY Ted Godbout | 1/26/2023
In the face of prolonged economic uncertainty and volatility, many investors are rethinking what life after retirement may look like and are adjusting their priorities accordingly. According to... Read More
BY Ted Godbout | 1/24/2023
Asked about their views on defined contribution plans, an overwhelming majority of respondents in a new survey say they value the investment opportunity 401(k) plans provide and are opposed to... Read More
BY Ted Godbout | 1/23/2023
New research finds that satisfaction with equity compensation increased in the past year and continues to be a critical tool to attract and retain talent, yet many participants still don’t understand... Read More
BY Ted Godbout | 1/20/2023
When asked how long people typically live in retirement, more than half of adult Americans were unable to answer the question correctly—a crucial knowledge gap that could interfere with saving enough... Read More
BY Ted Godbout | 1/18/2023
While the long-term economic impact of the pandemic remains unclear, one thing that is clear is the highest inflation in decades has forced many Americans to reevaluate their retirement saving habits... Read More
BY Ted Godbout | 1/16/2023
With the markets taking a beating throughout much of 2022, 401(k) investors apparently sought the safety of fixed income through their trading activity, yet equities were still very much in demand,... Read More
BY John Sullivan | 1/13/2023
Relatively good news broke Thursday with the release of the latest inflation data. Although the Consumer Price Index rose 6.5% in the 12 months through December, it was the smallest monthly increase... Read More
BY Ted Godbout | 1/13/2023
A new survey that polled retirement plan sponsors, financial advisors and plan participants finds little appetite among plan participants to invest their retirement assets in cryptocurrency. In... Read More
BY Ted Godbout | 1/11/2023
A new survey of employer-sponsored retirement plan participants reveals that compared to men, more women’s financial and retirement goals have been derailed and their confidence is shaken. The... Read More
BY NAPA Net Staff | 1/11/2023
Employers looking to differentiate themselves and their benefit offerings—particularly in a tight labor market—continue to rely on nonqualified deferred compensation (NQDC) plans to make their... Read More
BY John Sullivan | 1/11/2023
Preventing retirement plan “leakage” through the widespread adoption of auto-portability appears to be the next industry target now that SECURE 2.0 has passed. The Employee Benefit Research... Read More
BY NAPA Net Staff | 1/6/2023
Inertia is a powerful force—and that, combined with simplicity, seems to be acting as a rollover retention magnet for recordkeepers. In fact, the portion of rollover transactions going to “... Read More
BY John Sullivan | 1/6/2023
Anyone sick of hearing about the so-called safe withdrawal rate? Bill Bengen’s high-profile 4% formula lasted almost three decades, but inflation, COVID, a war in Europe, and hyper-volatility caused... Read More
BY Ted Godbout | 1/5/2023
The pandemic years apparently ushered in a workforce cultural shift among younger workers who have set their sights on working hard now in order to retire at an earlier age.   In a study of 3... Read More
BY Ted Godbout | 1/4/2023
While last year’s theme was a “tug of war between earnings tailwinds and valuation headwinds,” 2023 is shaping up to be another challenging year for investors with “the Fed call[ing] the shots," Bob... Read More
BY Ted Godbout | 1/3/2023
For many years now, Congress has tried to make it easier for small businesses to offer a retirement plan, but there still has been little movement in closing the coverage gap.   With... Read More
BY NAPA Net Staff | 12/29/2022
Amid a year filled with economic turmoil and a holiday season racking up credit card bills, Americans considering financial resolutions in the New Year are in good company, a new study suggests.... Read More
BY Nevin E. Adams, JD | 12/27/2022
I’ve been writing a weekly column (and then some) for more than two decades now. Some are easier to write (and read)—and some hold up better (and longer) than others. These are some of my (... Read More
BY Ted Godbout | 12/22/2022
At the start of 2022, Bob Doll observed that the year was shaping up to be a more challenging one for investors, but by the end of it, the Chief Investment Officer says that it was a year for the “... Read More
BY NAPA Net Staff | 12/21/2022
Confident about their careers and in their ability to achieve financial security, the nation’s youngest adults have a goal of retiring before they reach age 60, but that confidence comes with a few... Read More
BY Ted Godbout | 12/21/2022
Net growth in advisor affiliations has been a challenge for many broker/dealers (B/Ds) as increased competition from alternative affiliation options such as independent and hybrid registered... Read More
BY NAPA Net Staff | 12/19/2022
Americans saving for retirement through their defined contribution (DC) plan have largely stayed the course throughout 2022 even though their account balances have taken a hit. The latest ICI... Read More
BY Ted Godbout | 12/16/2022
With inflation pushing living costs higher than expected, many American retirees are realizing they might need more money to retire comfortably. How has this impacted where people decided to retire... Read More