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
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Industry Trends and Research
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
BY NAPA Net Staff | 10/17/2017
A new survey of large plan sponsors highlights the challenges of – and possible solutions for – structuring and running plan committees.Investment committees reporting that timeliness of making... Read More
BY John Iekel | 10/16/2017
There have to be changes in the law, and “it needs to be done quickly,” argued former North Dakota Senator and Chairman of the Senate Budget Committee Kent Conrad at an Oct. 11 Bipartisan Policy... Read More
BY Nevin E. Adams, JD | 10/16/2017
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.That reader poll dealt with... Read More
BY Nevin E. Adams, JD | 10/13/2017
Nonqualified deferred compensation (NQDC) plans are once again emerging as a critical plan design opportunity that a growing number of advisors are focused on, including a majority of respondents to... Read More
BY Jerry Bramlett | 10/12/2017
While there are hundreds of independent DC recordkeepers across the country, the lion’s share of DC plans are record kept by large financial firms. Pick up any guide to the top 20 recordkeepers and... Read More
BY Nevin E. Adams, JD | 10/9/2017
Nonqualified deferred compensation (NQDC) plans are once again emerging as a critical plan design opportunity – and one on which a growing number of advisors are focused. This week, we’d like to know... Read More
BY Ted Godbout | 10/9/2017
Baby Boomers are exhibiting a stronger sense of financial preparedness and confidence, according to a recent study that explores generational perceptions of retirement readiness.Allianz Life’s “... Read More
BY Ted Godbout | 10/9/2017
Thought leadership, especially when focused on how to increase client satisfaction or generate retirement income, is a “big differentiator” when it comes to developing targeted and successful... Read More
BY Nevin E. Adams, JD | 10/6/2017
While education policy statements are not exactly “new,” they have come into greater visibility (if not use) along with a growing emphasis on financial wellness and retirement outcomes, not to... Read More
BY Ted Godbout | 10/6/2017
In July, Pew Charitable Trusts issued a report on employer perspectives on the barriers to offering retirement plans; now, the organization has a new report on worker perspectives on barriers to... Read More
BY Ted Godbout | 10/4/2017
While employees continue to invest in their company’s stock, more are choosing to invest through an Employee Stock Purchase Plan (ESPP) instead of buying company stock through their 401(k), according... Read More
BY Ted Godbout | 10/4/2017
A series of structural and administrative changes to the Saver’s Credit would make the program less complex and more likely to achieve its intended goal of encouraging low- and moderate-income... Read More
BY Rebecca Hourihan | 10/4/2017
Think of all the articles that have been published this year. What do you think are the top-trending retirement plan words?This is important for retirement plan advisors to know about because plan... Read More
BY Ted Godbout | 10/4/2017
CEOs and CIOs earn the highest overall median direct compensation ($630K), with nearly 37% of that total driven by incentives, while CFOs have a significantly lower portion of their compensation ($... Read More
BY Nevin E. Adams, JD | 10/3/2017
If you’re still struggling to figure out how to reach Millennials (even if you are a Millennial), take heart – there’s (already) another generational cohort entering the workforce.This new cohort is... Read More
BY Ted Godbout | 10/3/2017
A positive economic outlook and anticipated sales growth have small business owners considering increases in contributions to their retirement plans, according to the results of an annual survey.... Read More
BY Nevin E. Adams, JD | 10/2/2017
Do you work with and/or encourage the use of education policy statements by your plan sponsor clients?Every plan doesn’t have an investment policy statement, though many do. A more recent development... Read More
BY NAPA Net Staff | 10/2/2017
In a month that has traditionally been the worst for U.S. stocks, how did average 401(k) balances fare?Well, let’s just say that if this is traditionally a bad month for the markets (and it has been... Read More
BY Ted Godbout | 9/29/2017
Retirement industry leaders appearing at a Capitol Hill event this week generally agreed that building on the existing system would dramatically improve the retirement readiness of Americans... Read More
BY Ted Godbout | 9/27/2017
DC plans measured as part of the Callan DC Index realized a “healthy” 3.06% in return growth during the second quarter of 2017, reflecting strong equity market performance and the greatest first-half... Read More
BY Ted Godbout | 9/26/2017
With many workers unwilling or unable to retire at age 65 and many more wanting their independence, the notion of “retiring with a gold watch and pension” will no longer be “the” goal by 2027 as more... Read More
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