Of course it depends on what factors you consider, but when considering the tax advantages, an argument can be made that HSAs are a better investment vehicle, particularly when used only for... Read More
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Industry Trends and Research
BY Nevin E. Adams, JD | 2/5/2018
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 – you work with?The TD Ameritrade survey of... Read More
BY Ted Godbout | 2/2/2018
New survey results show that half of American households are at risk of not being able to cover essential expenses in retirement, but the numbers improve considerably for households that use an... Read More
BY Ted Godbout | 2/2/2018
New survey results confirm that a large majority of American households are confident that the 401(k) system will help them reach their retirement goals, and are overwhelmingly opposed to proposals... Read More
BY Nevin E. Adams, JD | 2/2/2018
Fans of the Vikings and Jaguars (not to mention the Steelers, Titans, etc.) are surely disappointed – but who are NAPA Net readers rooting for – or against?Well, whether you actually watch “the Big... Read More
BY Nevin E. Adams, JD | 2/1/2018
Will your portfolio soar with the Eagles, or get pummeled by the Patriots?That’s what adherents of the so-called Super Bowl Theory would likely conclude. The Super Bowl Theory holds that when a team... Read More
BY NAPA Net Staff | 2/1/2018
President Trump keeps talking up 401(k) balances — and the January results for the average 401(k) account balance certainly support that.An analysis by the nonpartisan Employee Benefit Research... Read More
BY Ted Godbout | 1/31/2018
Lesbian, gay, bisexual and transgender (LGBT) workers in the United States are outperforming LGBT workers in eight other countries with regard to their retirement readiness, according to a first-of-... Read More
BY Ted Godbout | 1/29/2018
Have Millennials been fooling us all along? New survey results show that one in six Millennials has $100,000 or more in savings, but there appears to be a healthy dose of skepticism circulating over... Read More
BY NAPA Net Staff | 1/29/2018
The new tax reform law is fueling changes to corporate America’s employee benefits programs – with expanding personal financial planning and boosting 401(k) contributions topping the list, according... Read More
BY Nevin E. Adams, JD | 1/29/2018
While fans of the Vikings and Jaguars (not to mention the Steelers, Titans, etc.) are surely disappointed, we now know who’ll be meeting in Super Bowl 52 – so, who will you be rooting for?It’s that... Read More
BY Nevin E. Adams, JD | 1/26/2018
Prospecting for new business can be a time-consuming and frustrating, though necessary, process. And the preliminary results of a reader poll offer some interesting insights.This week’s reader poll... Read More
BY Ted Godbout | 1/25/2018
In an attempt to lower health care costs, companies have initiated wellness programs, but there does not appear to be a universally accepted, empirical method to measure overall effectiveness and... Read More
BY Ted Godbout | 1/23/2018
Despite slightly lower volume during the last half of the year, 2017 marked a fifth straight record year for mergers and acquisitions of registered investment advisor firms, according to a new report... Read More
BY Ted Godbout | 1/23/2018
A new study finds that a significant number of wealthy Millennial investors literally expect a free lunch or other gift from their financial adviser for being a client, more so than other generations... Read More
BY Nevin E. Adams, JD | 1/22/2018
Prospecting for new business can be a time-consuming and frustrating, though necessary, process.However, there are ways of building – and promoting – your practice and expertise that can help fill... Read More
BY NAPA Net Staff | 1/22/2018
Most plan sponsors didn’t change the number of funds on their plan menu – but the proportion of those who did was the highest since 2012, according to a new survey.Perhaps more significantly, those... Read More
BY NAPA Net Staff | 1/22/2018
Last year was the slowest trading day for participants in two decades – but things heated up in the fourth quarter.However, according to the Alight Solutions 401(k) Index, the fourth quarter of 2017... Read More
BY Nevin E. Adams, JD | 1/19/2018
A new survey finds that plan sponsors, by a wide margin, cited reviewing plan fees as the most important step they took in improving their fiduciary position in 2017, and 60% of survey respondents... Read More
BY Ted Godbout | 1/17/2018
While adoption rates of environmental, social and governance (ESG) factors among institutional investors have leveled off, larger funds have consistently had the highest rate of incorporation, new... Read More
BY Ted Godbout | 1/17/2018
A new survey examining what consumers look for in a financial professional finds that personal communications and overall experience are key factors in building trust and solidifying the relationship... Read More
BY Ted Godbout | 1/16/2018
Every month, it seems, new research comes out suggesting that Millennials are doing better at saving than their older counterparts. But are they really?The latest results come from Discover, which... Read More
BY Ted Godbout | 1/16/2018
Whether consumers feel experienced is somewhat correlated to their level of investible assets, but not as strongly as one might assume, according to new research.In “Experience Divide: How Beliefs... Read More
BY Ted Godbout | 1/12/2018
Individual retirement accounts generally show consistent growth, but differences do arise when comparing data samples, according to a new report from EBRI.For example, while the cross-sectional... Read More
BY Nevin E. Adams, JD | 1/12/2018
As we head into the new year, there are lots of predictions and portents (and predictions based on portents) for the year ahead – and this week NAPA Net readers peeked into their crystal balls, and... Read More
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