In the next 20 years, more than a million plan participants covered by 114 multiemployer plans could lose pension benefits, according to a recent study.The actuarial consulting firm Cheiron estimates... Read More
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Industry Trends and Research
BY Ted Godbout | 8/28/2017
That’s the average amount a 65-year-old couple retiring this year will need to cover medical expenses (in today’s dollars) throughout retirement, according to the latest retiree health care cost... Read More
BY Nevin E. Adams, JD | 8/25/2017
Calls for improved financial literacy remain a constant refrain as a means to help assure the nation’s financial security – what do NAPA Net readers think?Let’s start with how early should we start... Read More
BY Nevin E. Adams, JD | 8/25/2017
A new report finds that recordkeeping, trust and custody fees didn’t drop for the first time since 2010. Then again, they didn’t increase, either.According to the 12th Annual NEPC Defined... Read More
BY NAPA Net Staff | 8/24/2017
A new Morningstar report may add some fuel to the active/passive investment debate.In general, Morningstar finds that actively managed funds have failed to survive and beat their benchmarks,... Read More
BY Ted Godbout | 8/22/2017
While the RIA market is a growing opportunity, firms continue to struggle to gain access to best practices and to differentiate themselves, regardless of whether or not a deliberate distribution... Read More
BY Nevin E. Adams, JD | 8/22/2017
Several years back, a group of us were talking about the rising cost of gasoline, when I quite casually mentioned, “Well, at least we’re not having to wait in lines to buy it.” At which point it was... Read More
BY NAPA Net Staff | 8/21/2017
Data from the 401k Averages Book suggests that a plan’s average account balance is one of the key drivers in determining what 401(k) fees a plan sponsor will pay on average.When plan expenses are... Read More
BY Nevin E. Adams, JD | 8/21/2017
Though not invoked with the frequency it once was, calls for improved financial literacy remain a constant refrain as a means to help assure the nation’s financial security.To their credit, academics... Read More
BY Ted Godbout | 8/21/2017
A recent survey by Pew Charitable Trusts found strong support among small and mid-sized businesses for automatic IRA programs, multiple employer plans (MEPs) and online marketplaces sponsored by... Read More
BY NAPA Net Staff | 8/21/2017
New research finds a shift in demographic trends that could have significant implications for financial planning.The report from the Center for Retirement Research at Boston College finds that once... Read More
BY NAPA Net Staff | 8/18/2017
The stock market has been on a tear of late – 29 record closes for the S&P 500 through July 31, and five of those in July alone. So, how have 401(k) participants responded?Well, according to the... Read More
BY Ted Godbout | 8/17/2017
Financial stress and everyday money matters are hindering Americans’ retirement savings efforts and affecting the job performance of many employees, a new nationwide survey reveals.Consisting of 1,... Read More
BY NAPA Net Staff | 8/17/2017
While most small businesses do not offer retirement benefits, the large majority (72%) of businesses that do found it beneficial, citing talent attraction, turnover minimization and personal need... Read More
BY Lisa Greenwald | 8/17/2017
Though the Retirement Confidence Survey, conducted annually by Greenwald & Associates and EBRI for the past 28 years, generally reveals how dire Americans’ retirement preparations really are (and... Read More
BY NAPA Net Staff | 8/16/2017
Recent FAQs from the Labor Department regarding the fiduciary regulation offered much-needed clarity on the ability to encourage contribution increases without triggering fiduciary responsibility –... Read More
BY Ted Godbout | 8/16/2017
Interest in sustainable investing has held steady, and in some cases, has grown. And this is particularly true among individual investors, led by Millennials who increasingly see this as a desirable... Read More
BY Nevin E. Adams, JD | 8/15/2017
The trustee of an Employee Stock Ownership Plan (ESOP) accused of allowing a plan to pay $98 million for stock that was independently appraised at $39 million less than two weeks after the sale has... Read More
BY Ted Godbout | 8/15/2017
Custom target date funds (TDFs) are growing in popularity, but are they a better option?For a plan fiduciary seeking greater control and contextualization than what a prepackaged TDF offers, a custom... Read More
BY Nevin E. Adams, JD | 8/15/2017
A new academic study offers some insights on taxpayer preferences for pre-tax versus Roth savings – at least in certain conditions.The study – which carries the somewhat unwieldy title “The Relative... Read More
BY Ted Godbout | 8/14/2017
Compliance with the Department of Labor’s fiduciary rule has reduced access to brokerage advice services and choice, cost billions, and disrupted retirement savers, according to a new study.The study... Read More
BY Ted Godbout | 8/11/2017
While growth in clients and assets under management (AUM) was relatively healthy and income-related metrics were largely favorable for advisory firms in 2016, revenue per team member failed to... Read More
BY Nevin E. Adams, JD | 8/11/2017
A recent survey indicates that while performance is a factor, it’s not the top factor motivating fund changes by plan sponsors. That’s not, however, the experience of NAPA Net readers.While the... Read More
BY Ted Godbout | 8/11/2017
A recent report by the Retirement Advisor Council (RAC) suggests that CFOs who partner with a retirement plan advisor rated as “outstanding” are better able to control future labor costs, spend less... Read More
BY Ted Godbout | 8/11/2017
Registered investment advisor (RIA) optimism on the U.S. economy has slipped in recent months, and more than half are skeptical that stocks will continue to rise through the end of the year,... Read More
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