Current measures of the adequacy of retirement income provide diverse answers about the state of retirement income security in the U.S., but what is the correct level?Should the retirement... Read More
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Industry Trends and Research
BY Nevin E. Adams, JD | 11/10/2017
As we head toward the end of the year, with the fiduciary rule (or some of it, anyway) behind us and tax reform just ahead, it seems like a good time to look at the prospects for 2018 fees and what... Read More
BY Ted Godbout | 11/8/2017
Helped by a strong stock market performance, the average account balances of 401(k)s and IRAs reached all-time highs for the fourth consecutive quarter, a quarterly analysis finds.Fidelity... Read More
BY Ted Godbout | 11/8/2017
While more than half of Millennials, Gen-Xers and Baby Boomers on average prioritize saving for retirement over any other financial goals, differences emerge in their investment goals and preferences... Read More
BY Nevin E. Adams, JD | 11/7/2017
In recent days, we’ve gotten updates on average savings rates and 401(k) balances, and while for the very most part the reports have been positive and “directionally accurate,” I’ve always taken such... Read More
BY Nevin E. Adams, JD | 11/6/2017
In the wake of the Labor Department’s fiduciary rule, a number of providers, notably recordkeepers, are said to be repositioning their service commitments and repapering contracts. How, if at all, is... Read More
BY Nevin E. Adams, JD | 11/3/2017
Fees are, of course, always a topic of interest – and there have certainly been a lot of new factors to consider in planning for the year ahead. So, what are NAPA Net readers focusing on?Obviously, a... Read More
BY NAPA Net Staff | 11/3/2017
For a month that has had more than its fair share of market tumbles (including 1929, and the 30th anniversary of the 1987 crash), October turned out to be a “treat” for average 401(k) balances.Among... Read More
BY Ted Godbout | 11/3/2017
It’s not enough for financial advisors to simply do what they were hired to do — they must continuously nurture the advisory relationship to build trust to improve business outcomes and client... Read More
BY Ted Godbout | 10/31/2017
As plan sponsors gain a better understanding of the role inertia plays in retirement savings, a new survey finds that an increasing percentage are adopting a higher default auto-enrollment savings... Read More
BY Ted Godbout | 10/30/2017
When viewing investors across life stages and assets, there is a common belief that actively managed investment strategies are too expensive. However, new research shows that younger investors and... Read More
BY Nevin E. Adams, JD | 10/30/2017
As we head to the close of the year, with the fiduciary rule (some of it anyway), behind us, and tax reform just ahead – it seems a good time to find look at the prospects for 2018 fees, and what... Read More
BY Nevin E. Adams, JD | 10/27/2017
The 2017 World Series is off to a great start (certainly if you are a Dodgers or Astros fan) – but who are NAPA Net readers rooting for?Well, just over half (55%) think the Los Angeles Dodgers will... Read More
BY Ted Godbout | 10/26/2017
Despite slightly lower volume in the third quarter of 2017, merger and acquisition activity in the RIA industry is on pace for a fifth consecutive record year, with expected deal volume for the full... Read More
BY Ted Godbout | 10/25/2017
In a new global study of retirement systems around the world, the U.S. received an overall grade of ‘C,’ meaning the country’s system has some good features, but also has major risks and/or... Read More
BY Ted Godbout | 10/25/2017
The results of a new study make it clear that having access to a 401(k) plan is critical in helping workers get on a path to having a secure retirement.Workers age 50 or older who have access to a... Read More
BY Ted Godbout | 10/25/2017
How important is it to consistently participate in a 401(k) plan? According to new research from the EBRI/ICI 401(k) database, the average account balance among consistent participants at year-end... Read More
BY Lisa Greenwald | 10/25/2017
I recently watched an interesting conference presentation by LIMRA and Pacific Life about women’s growing role in household financial management. I think we all intuitively believe that increasingly... Read More
BY Nevin E. Adams, JD | 10/23/2017
Tomorrow night the 2017 "fall classic" gets underway, much to the dismay of Yankees and Cubs fans. It's time for you to weigh in on who you would like -- and who you think will win -- this year's... Read More
BY Ted Godbout | 10/20/2017
The Government Accountability Office is recommending that Congress consider establishing an independent commission to examine the U.S. retirement system and offer recommendations to clarify key... Read More
BY Ted Godbout | 10/20/2017
A new study shows that the face of wealth is changing and is beginning to “tip” to Gen X and Millennials (Gen Y), who look and act much differently than older generations of millionaires do.Fidelity... Read More
BY Nevin E. Adams, JD | 10/20/2017
We had a great response to our reader poll on financial literacy – and some strong reader interest on knowing more about how/if you are integrating this into your practice. Here’s what we discovered.... Read More
BY Ted Godbout | 10/19/2017
While plan sponsors express a high level of satisfaction with their retirement advisors, that satisfaction does not necessarily translate to commensurate levels of loyalty, according to a new white... Read More
BY NAPA Net Staff | 10/18/2017
A substantial number of retirees are spending more than they expected to on living expenses — and their confidence in being able to meet their lifestyle goals in retirement is taking a hit, says a... Read More
BY Ted Godbout | 10/17/2017
A biennial global finance report gives the U.S. the highest overall grade in terms of global best practices for mutual funds from the perspective of fund shareholders, but says the U.S. lags in its... Read More
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