Financial wellness continues to be a topic of interest—indeed, in the wake of the COVID-19 pandemic issues of financial as well as physical health arguably loom larger than ever. But are we closer to... Read More
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Industry Trends and Research
BY NAPA Net Staff | 11/15/2022
While the broad scope of workplace benefits continues to evolve, findings from a new consumer research survey reveal that an employer-sponsored retirement plan is just as important for employee... Read More
BY Ted Godbout | 11/15/2022
While the U.S. ranked second in overall global financial inclusion due to a strong financial system and employer support, this level of support isn’t equal across the board, according to new research... Read More
BY Nevin E. Adams, JD | 11/15/2022
In the course of my day, I talk to (and email with) people, read a lot, and every so often jot down a random thought or insight that gives me pause and makes me think. See what you think.
It’s not... Read More
BY NAPA Net Staff | 11/14/2022
With financial pressure on U.S. employees piling up, the results of a new survey suggest that most employees want guidance from their companies to navigate inflation.
The joint survey by TalentLMS... Read More
BY Nevin E. Adams, JD | 11/14/2022
Financial wellness continues to be a topic of interest—indeed, in the wake of the COVID-19 pandemic issues of financial as well as physical health arguably loom larger than ever. But are we closer to... Read More
BY Nevin E. Adams, JD | 11/11/2022
Seems like every couple of weeks a firm is either acquired, or decides to step away from the complicated business of participant recordkeeping—and that’s a year after the most recent wave began. This... Read More
BY Ted Godbout | 11/11/2022
A recent survey that looked at the experiences and perceptions of both women and men on the opportunities and challenges faced by female advisors in the financial services industry finds that female... Read More
BY Ted Godbout | 11/10/2022
Compared to their older counterparts, younger generations are demonstrating notable shifts in attitude about work, life and saving, taking drastic measures to bring balance to their lives, a new... Read More
BY Ted Godbout | 11/8/2022
Employer financial wellbeing programs continue to expand, but as costs grow, employers increasingly are looking for ways to measure their impact, according to a new study by EBRI.
The fifth annual... Read More
BY Nevin E. Adams, JD | 11/7/2022
Seems like every couple of weeks a firm is either acquired, or decides to step away from the complicated business of participant recordkeeping—and that’s a year after the most recent wave began. This... Read More
BY NAPA Net Staff | 11/7/2022
Despite market gains for most of the major indexes, October was another light trading month for 401(k) plan investors, according to the Alight 401(k) Index.
There were just two above-... Read More
BY John Iekel | 11/7/2022
Editor’s Note: This is part one of a two-part series on what can be done to help those who are about to retire or have to better prepare to finance their retirements.
There is much to... Read More
BY Ted Godbout | 11/7/2022
Advisor satisfaction with asset manager websites appears to be a key differentiator of whether they intend to invest with those brands, according to a new study.
Among advisors who have overall... Read More
BY Nevin E. Adams, JD | 11/4/2022
Whether you’re back in the office, or never left, the headlines seem determined to remind us of all the time (and productivity) we’re losing with commuting times—not to mention the tension between... Read More
BY Ted Godbout | 11/2/2022
Regardless of the divided political pressure surrounding environmental, social, and governance (ESG) investing, asset managers apparently remain committed to considering such factors, with... Read More
BY Ted Godbout | 11/1/2022
Total wealth management M&A activity decreased for the third consecutive quarter of 2022, but total annual levels are expected to surpass 2021’s record year, according to the latest ECHELON... Read More
BY Nevin E. Adams, JD | 11/1/2022
The academics are at it again.
In a paper provocatively titled “The Life-Cycle Model Implies that Most Young People Should Not Save for Retirement” no fewer than four of them take 48 pages to make... Read More
BY Nevin E. Adams, JD | 10/31/2022
Whether you’re back in the office, or never left, the headlines seem determined to remind us of all the time (and productivity) we’re losing with commuting times—not to mention the tension between... Read More
BY Ted Godbout | 10/31/2022
Employees increasingly are concerned about their level of debt and the impact it could have on their ability to save for retirement, a new survey finds.
In fact, 8 in 10 employees (80%)... Read More
BY Ted Godbout | 10/28/2022
With most U.S. employees financially stressed and worried about inflation, the ability to retire is now a top concern of employees, the results of a new study reveal.
In fact, the ability to... Read More
BY Nevin E. Adams, JD | 10/28/2022
A recent survey finds that Gen Z (those aged 18-25) are saving an average of 14% of pay for retirement—more than the other workplace demographics (Boomers, Gen X & Millennials). But surveys are... Read More
BY Ted Godbout | 10/26/2022
Findings from a bi-annual survey of retirement plan decision-makers in the higher education sector show that the defined contribution (DC) plan is the No. 1 most important benefit for attracting and... Read More
BY NAPA Net Staff | 10/26/2022
Health savings accounts (HSAs) may still be used more as spending accounts than savings accounts, but the Plan Sponsor Council of America’s (PSCA) 2022 Health Savings Account Survey, sponsored by HSA... Read More
BY Ted Godbout | 10/25/2022
Despite a “perfect storm” of factors that should be compressing valuations and dragging down M&A volume, 2022 M&A activity has maintained a steady pace throughout the year, according to the... Read More
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