According to a new report, the rise of the gig economy is fundamentally changing the way Americans work and with it ushering in a new way of retiring.Whether they are full-time gig workers or part-... Read More
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Industry Trends and Research
BY John Iekel | 5/21/2018
There are those who argue for encouraging older workers to not prolong their career longevity so as to reduce costs for employers and facilitate upward mobility for younger generations. But a recent... Read More
BY Ted Godbout | 5/21/2018
Gains in access to DC plans were offset by lower rates of access to defined benefit plans, but overall younger workers saw some improvements, according to a new study using data from 1998 to 2012.... Read More
BY Ted Godbout | 5/21/2018
A new study finds that when it comes to growing their business, female financial advisers do so at a faster rate, and are more likely to employ a broad array of marketing methods than their male... Read More
BY Nevin E. Adams, JD | 5/21/2018
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.We’ve done this for several years now –... Read More
BY Ted Godbout | 5/21/2018
The evidence seems clear that having a written financial plan helps people stay on track and reach their financial goals, yet only one in four Americans have a plan, according to new research.As for... Read More
BY Ted Godbout | 5/18/2018
Entering what are supposed to be the “golden years” of life, older Americans may be posing a threat to their nest eggs by shying away from discussions about potential challenges or needs as they age... Read More
BY NAPA Net Staff | 5/18/2018
Participant transfer activity picked up in April, but was still well short of surges earlier in the year.April had four days of above-normal trading activity — up slightly from March’s value (2), but... Read More
BY Nevin E. Adams, JD | 5/18/2018
Industry reports suggest that fund fees are falling. What are NAPA Net readers seeing – and how is that playing into menu design, target-date fund selection, and communications with plan sponsors?... Read More
BY Warren Cormier | 5/17/2018
Innovations in automation have helped mitigate many of the factors that are slowing participants’ journey to retirement readiness. Automatic enrollment has helped with non-participation; automatic... Read More
BY Ted Godbout | 5/16/2018
New survey results reveal a variety of differences by generation and other demographic factors pertaining to perceptions and concerns about retirement savings strategies.Now in its 7th year, Franklin... Read More
BY Nevin E. Adams, JD | 5/15/2018
Rarely a week goes by that a headline, survey or academic paper doesn’t proclaim the reality of a retirement crisis with the certainty generally reserved for topics like the existence of gravity, or... Read More
BY Nevin E. Adams, JD | 5/14/2018
Morningstar’s annual study of U.S. open-end mutual funds and exchange-traded funds found that 2016-2017 was the largest year-over-year decline in fees recorded since the firm began tracking the trend... Read More
BY John Iekel | 5/11/2018
Plan design can influence and equip plan participants to make better choices regarding distribution, a recently released report concludes.In “Design Matters: Plan Distribution Options,” the Defined... Read More
BY Nevin E. Adams, JD | 5/11/2018
There are pretty consistent notions (though not amount(s)) of how much one needs to save for retirement – but the real question increasingly is – how best to go about drawing it down? So, we reached... Read More
BY Ted Godbout | 5/10/2018
A potential negative consequence of litigation involving defined contribution plans is the fear of plan fiduciaries to offer innovative plan options, a new report suggests.With lawsuits being brought... Read More
BY Ted Godbout | 5/9/2018
New research suggests that retirement savers increasingly are concerned about protecting their assets during periods of volatility and ensuring they have enough income in retirement.Conducted on... Read More
BY NAPA Net Staff | 5/9/2018
While both the number of, and enrollment in, health savings accounts (HSAs) have grown significantly since HSAs first became available in 2004, data suggests that that growth may be slowing.In 2017,... Read More
BY John Iekel | 5/7/2018
Like a plucky girl from Kansas, retirement plan professionals must face challenges of varying severity on the yellow brick road to retirement security. An expert panel at a May 1 session of the Plan... Read More
BY Nevin E. Adams, JD | 5/7/2018
There are pretty consistent notions (though not amount(s)) of how much one needs to save for retirement – but the real question increasingly is – how best to go about drawing it down?Different... Read More
BY NAPA Net Staff | 5/2/2018
The average 401(k) balance recovered some ground last month.In April, estimates based on the actual contribution records and investment choices of several million consistent participants in the EBRI/... Read More
BY Ted Godbout | 5/1/2018
Future retirees expect to receive significantly more in benefits than what they actually will receive, setting themselves up for potential financial difficulties in retirement, new survey results... Read More
BY Nevin E. Adams, JD | 5/1/2018
It is a question that has puzzled philosophers and scientists for centuries: which came first – the chicken or the egg? Similarly, an updated version of a classic survey of retirement confidence... Read More
BY Nevin E. Adams, JD | 4/30/2018
In an industry where the risks and prospects for litigation loom ever larger, what kind of insurance and risk management solutions do you have in place?The National Association of Plan Advisors (NAPA... Read More
BY Ted Godbout | 4/27/2018
Members of Generation Z, the demographic group born from the mid-1990s to the early 2000s, are officially joining the workforce, but they’re already experiencing financial issues the moment they... Read More
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