Multiple employer plans, or MEPs, have enjoyed bipartisan support on the Hill – and have even been included in various legislative proposals – but the legislative/regulatory “sanction” for so-called... Read More
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Industry Trends and Research
BY Nevin E. Adams, JD | 6/15/2018
A significant number of working Americans don’t have access to a retirement plan at work – this week we asked NAPA Net readers how they would close the so-called coverage gap, and how they’d get more... Read More
BY Ted Godbout | 6/14/2018
Many plan sponsors and consultants may be considering customized investment options for their DC plan investment menus, but there are a number of issues to consider before going down that path.A new... Read More
BY Ted Godbout | 6/13/2018
Times have been good lately for investors, with proof not only in strong market returns but also solid investor returns, according to Morningstar’s 2018 “Mind the Gap” study.Among the key takeaways... Read More
BY Ted Godbout | 6/13/2018
Millennials have high expectations about when they plan to retire and how much they plan to retire with, but achieving their desired goals will take some adjustments, according to new survey results.... Read More
BY Ted Godbout | 6/12/2018
A recent survey of DC plan sponsors and consultants finds that when selecting a target-date strategy or other QDIA, plan sponsors were most concerned about participants’ longevity risk and their... Read More
BY Nevin E. Adams, JD | 6/12/2018
Several weeks back, I was invited to participate in a group conversation on retirement and the future of prosperity.The group of 15 (they’re listed at the end of the document that summarized the... Read More
BY Ted Godbout | 6/11/2018
While emerging technologies are drastically shaping the future of financial guidance, a new report finds that wealthy Americans still value in-person knowledge and expertise for financial advice.When... Read More
BY Ted Godbout | 6/11/2018
A new report forecasts how the innovations brought on by the Pension Protection Act will continue to evolve, foreseeing a DC industry that takes on some of the traditional features of the DB industry... Read More
BY Nevin E. Adams, JD | 6/11/2018
A significant number of working Americans don’t have access to a retirement plan at work. And we know that those who do – even at very modest incomes – are significantly more likely to save for... Read More
BY Nevin E. Adams, JD | 6/8/2018
Talking with plan sponsors, much (though not all) of the resistance to innovative plan design shifts is predicated on concerns about how workers will respond. What have NAPA Net readers experienced?... Read More
BY Ted Godbout | 6/7/2018
Target-date funds have continued to reshape the investment patterns of retirement savers and are now expected to make up the vast majority of DC plan investments in less than five years, new research... Read More
BY Nevin E. Adams, JD | 6/5/2018
You may have missed it, but there was a bit of a “twitter storm” regarding retirement last week.More specifically, a relatively innocuous post about how much a 30-year-old should have saved toward... Read More
BY Ted Godbout | 6/4/2018
Amid the high market volatility experienced in the first quarter of 2018, there was a slight increase in self-directed brokerage account trades from the fourth quarter of 2017, according to new data... Read More
BY Nevin E. Adams, JD | 6/4/2018
Talking with plan sponsors, much (though not all) of the resistance to innovative plan design shifts is predicated on concerns about how workers will respond.For example, how will workers who have... Read More
BY NAPA Net Staff | 6/1/2018
In spite of continued volatility, April’s “showers” produced some May flowers for average 401(k) balances.In May, estimates based on the actual contribution records and investment choices of several... Read More
BY NAPA Net Staff | 6/1/2018
The Government Accountability Office has spoken for many with the title of a new report.The report, helpfully entitled “Clearer Information on Consideration of Environmental, Social, and Governance... Read More
BY NAPA Net Staff | 6/1/2018
Like any good workout routine, financial wellness seems to benefit from regular “exercise.”A new report claims that workers who repeatedly engage with financial wellness programs offered by their... Read More
BY Ted Godbout | 6/1/2018
Megatrends such as increases in longevity and declining birth rates are placing a growing financial strain on social security safety nets and workplace retirement plans, compelling a need for a new... Read More
BY Nevin E. Adams, JD | 5/29/2018
Life has many lessons to teach us, some more painful than others – and some we’d just as soon be spared. But as graduates everywhere look ahead to the next chapter in their lives, it seems a good... Read More
BY Ted Godbout | 5/25/2018
The more things change, the more things stay the same. Despite economic well-being generally improving over the past five years, a new report by the Federal Reserve finds that concerns about... Read More
BY Nevin E. Adams, JD | 5/25/2018
As the Memorial Day holiday (and, as tradition holds, summer vacation, generally) approaches, it’s time once again to pick the best song(s) about retirement. And this year’s playlist includes some... Read More
BY Ted Godbout | 5/25/2018
A new study highlights the challenges faced by women in preserving their 401(k) savings when changing jobs.Retirement Clearinghouse (RCH) Executive Vice President Tom Johnson revealed findings at a... Read More
BY Ted Godbout | 5/23/2018
While Asian Americans are more confident and focused about their investments than other retirees and pre-retirees, they do express more concern about making missteps with their retirement savings,... Read More
BY Ted Godbout | 5/22/2018
The average individual 401(k) and IRA balances of Fidelity clients dipped a bit in the first quarter of 2018 compared to the previous quarter, but year-over-year increases remained strong.According... Read More
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