As concerns mount that employees are not saving enough for retirement, U.S. employers are making significant enhancements to their DC plans, according to a new survey by Willis Towers Watson.Based on... Read More
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Industry Trends and Research
BY Ted Godbout | 2/27/2018
While still making the most of what they can in today’s market, institutional investors have been bracing for the impact of renewed market volatility, taking steps to diversify and construct durable... Read More
BY Ted Godbout | 2/27/2018
While the majority of HSA account holders are spenders, a new report indicates a potential shift in the saver/spender trend, as more employees express concern with health care costs in retirement.... Read More
BY Nevin E. Adams, JD | 2/27/2018
The Plan Sponsor Council of America recently released its 60th Annual Survey of Profit-Sharing and 401(k) Plans, documenting increases in participation, deferral rates, target-date funds, automatic... Read More
BY Ted Godbout | 2/26/2018
When it comes to building and maintaining a successful advisor/investor relationship, Gen X investors are most likely among the generations to say that trust comes first, according to a new report.... Read More
BY Nevin E. Adams, JD | 2/26/2018
At least one major recordkeeper has noted a big uptick in participant trading in the wake of recent market moves – but have you sensed any shifts in the plans you support? Have you rebalanced your... Read More
BY Ted Godbout | 2/26/2018
While Millennials do appear to be on their way to being in better financial shape than other generations, they still carry with them a number of bad financial habits, according to a recent study.... Read More
BY Nevin E. Adams, JD | 2/26/2018
You may have read about the impact of prolonged interest rates on defined benefit plans – but researchers say they have an impact on 401(k)s and individual retirement savings as well.A new paper by... Read More
BY Ted Godbout | 2/23/2018
When assessing the overall opportunities available to digital advice platforms, there appears to be a fairly straightforward inverse relationship between age and interest, but that pattern doesn’t... Read More
BY Ted Godbout | 2/23/2018
Employees who participate in equity compensation plans see the long-term value of the benefit but many don’t fully understand how they work and are afraid of making a mistake when exercising employee... Read More
BY NAPA Net Staff | 2/21/2018
Updated data from government filings finds that plans, participants and benefits all increased between 2014 and 2015 — but for the first time since 2008, total amount of assets held by pension plans... Read More
BY NAPA Net Staff | 2/21/2018
A new report says that 401(k) total plan costs declined for most size plans last year, though there was a wide range between high- and low-cost providers, particularly within the small plan segment.... Read More
BY Ted Godbout | 2/20/2018
“Understandability” and fee clarity tied for what consumers want most from their financial services firms, according to Hearts & Wallets’ eighth annual customer satisfaction ratings.Based on more... Read More
BY Ted Godbout | 2/16/2018
Workers who have participated in an employer-sponsored plan are much more likely than those who have never participated to report that they have recently tried to figure out how much retirement... Read More
BY Nevin E. Adams, JD | 2/16/2018
Once primarily associated with passively managed investment strategies, interest in collective investment trusts, or CITs, is said to be increasing – but have we reached an adoption tipping point for... Read More
BY NAPA Net Staff | 2/13/2018
More than two-thirds of plan sponsors now retain an independent investment advisor to assist with fiduciary responsibility – but they aren’t necessarily clear on the scope of that focus.According to... Read More
BY Nevin E. Adams, JD | 2/12/2018
Once primarily associated with passively managed investment strategies, interest in collective investment trusts, or CITs, is said to be increasing – and for a variety of reasons.Among the reasons... Read More
BY NAPA Net Staff | 2/12/2018
Despite that old saying about the cobbler’s children having no shoes, benefit firms are getting into the spirit of boosting benefits in the wake of tax reform.The latest to announce plans is MetLife... Read More
BY NAPA Net Staff | 2/12/2018
Rising contributions and a strong stock market drove the average 401(k) and IRA balances of Fidelity accountholders over the $100,000 mark in the last quarter of 2017, the firm’s recent quarterly... Read More
BY Nevin E. Adams, JD | 2/9/2018
A recent survey suggests that three-quarters of Americans are in the dark when it comes to 401(k) fees. Is that the case with the plans – and plan sponsors – NAPA Net readers work with?The TD... Read More
BY Ted Godbout | 2/9/2018
More than half of retirees retired earlier than planned, but the vast majority did so in response to factors that were partially or fully out of their control, new research finds.Prudential’s “... Read More
BY Ted Godbout | 2/7/2018
With today's greater scrutiny of both retirement plan fees and the decision-making processes of plan sponsors, many have decided to include a collective investment trust (CIT) as an investment option... Read More
BY NAPA Net Staff | 2/7/2018
The nonpartisan Employee Benefit Research Institute (EBRI) has named a new President and CEO.EBRI has announced that Lori Lucas, previously Executive Vice President at Callan Associates, will take... Read More
BY NAPA Net Staff | 2/6/2018
Encouraged by the new tax reform law, more well known employers have announced plans to boost retirement plan contributions for their workers.The most recent is Anthem Inc., which says it will make a... Read More
BY Ted Godbout | 2/6/2018
Savers across all generations expect to increase their 401(k) contributions in the coming months, according to the results of a new survey that examines 401(k) savers’ attitudes and behaviors.T. Rowe... Read More
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