Even though retirement plans seem to be (mostly) off the table (for the present), we don’t yet know all that tax reform might bring – and NAPA Net readers don’t appear to be excited about the... Read More
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Industry Trends and Research
BY Ted Godbout | 12/8/2017
Are the stereotypes commonly applied to Millennials — non-conformist, selfish, entitled, expect everything to be done for them, etc. — for real? A new report says no, at least with respect to their... Read More
BY Ted Godbout | 12/7/2017
Americans rate the tax incentives for employer-sponsored retirement savings and health insurance coverage as the most important tax benefits compared to other popular deductions and incentives,... Read More
BY Ted Godbout | 12/6/2017
Demonstrating the ongoing growth in the use of automatic features, a new survey finds that a solid majority of plan sponsors have implemented automatic enrollment in their defined contribution plans.... Read More
BY Ted Godbout | 12/6/2017
New research suggests that participants prefer preserving their small-balance retirement savings accounts and respond favorably to consolidating their accounts through auto portability.A Boston... Read More
BY John Iekel | 12/5/2017
IRAs play an increasingly large and important role in bolstering retirement readiness, says a recent analysis — and rollovers are a critical part of that vitality. It further reports that while... Read More
BY Ted Godbout | 12/5/2017
New research examining the financial planning and investing habits of single women finds that many may need to take a more proactive approach to growing and protecting their finances.Fidelity... Read More
BY Nevin E. Adams, JD | 12/5/2017
The headline of a recent article didn’t pose that as a question. And that should make you think.The article, penned by a not-yet-30-year old, was mostly negative on the nation’s primary private... Read More
BY Nevin E. Adams, JD | 12/4/2017
Even though retirement plans seem to be (mostly) off the table (for the present), we don’t yet know all that tax reform might bring. In this week's reader poll, we’d like to know – based on what you... Read More
BY Nevin E. Adams, JD | 12/1/2017
Our latest reader poll finds that most NAPA Net readers are concerned about retirement plan cybersecurity. But their plan sponsor clients? Not so much.While more than three-quarters of the... Read More
BY NAPA Net Staff | 12/1/2017
November turned out to be a real month of thanksgiving for average 401(k) balances, which continued to build on a year of strong growth.Among older workers – those aged 55-64 with more than 20 years... Read More
BY Warren Cormier | 11/30/2017
For years we have heard about the uncovered worker and pondered what we can do to help them save for a successful retirement. In fact, the proportion of workers not covered by the DC system is its... Read More
BY Ted Godbout | 11/29/2017
Portfolio management is once again the top priority for financial advisors, according to the latest quarterly results from the Fidelity Advisor Investment Pulse survey.The survey’s third quarter 2017... Read More
BY Ted Godbout | 11/29/2017
Nearly 10 years after the financial crisis, many Americans say it had no impact, yet many don’t trust the stock market and plan to work longer than anticipated, new research suggests.According to... Read More
BY Ted Godbout | 11/28/2017
DC plan participants demonstrated an ongoing commitment to retirement saving during the first half of 2017, as the latest recordkeeper data show that most participants maintained their asset... Read More
BY Nevin E. Adams, JD | 11/27/2017
While the Equifax “hack” has faded into the background, cybersecurity remains a threat, even to retirement plan accounts. This week, we’d like to know if the subject is coming up – or if you’re... Read More
BY John Iekel | 11/27/2017
Conventional wisdom is that leaving employment and drawing from retirement savings could be a recipe to eventual and inevitable penury. But a recent study begs to differ.In “Spending in Retirement…or... Read More
BY Ted Godbout | 11/27/2017
Total fund-level institutional investment management fees were mostly unchanged in 2016 compared to historical observations, new research suggests, running counter to the common narrative describing... Read More
BY Nevin E. Adams, JD | 11/27/2017
A recent report by the GAO paints a pretty bleak picture of American retirement. Is it accurate?For the most part, the report covered familiar ground, bemoaning the “marked shift” away from the... Read More
BY Ted Godbout | 11/22/2017
American consumers apparently hold negative views of being in debt during retirement, even for so-called “good” debt, according to a new report.Based on survey results of 945 Americans fielded in... Read More
BY Nevin E. Adams, JD | 11/21/2017
Thanksgiving has been called a “uniquely American” holiday, and though that is perhaps something of an overstatement, it is unquestionably a special holiday, and one on which it seems appropriate to... Read More
BY Ted Godbout | 11/21/2017
As employees are asked to take on more responsibility for managing and financing their benefits, new research shows that employees want and need help making better decisions about their benefits.... Read More
BY Ted Godbout | 11/20/2017
Several years ago, the Department of Labor engaged in a major regulatory effort to improve retirement plan fee disclosures, but new research suggests that many workers are not reading their plan... Read More
BY Ted Godbout | 11/20/2017
Following light trading the previous month, October saw a moderate increase in trading among DC plan investors, according to the Alight Solutions 401(k) Index.“Trading activity remained light in... Read More
BY Nevin E. Adams, JD | 11/17/2017
A recent report by the Congressional Budget Office outlines a variety of the current methods used for measuring the adequacy of retirement income. So, which ones do NAPA Net readers rely upon?The... Read More
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