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
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Industry Trends and Research
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
BY Ted Godbout | 8/10/2017
Extending their first-quarter gains, target-date funds posted a return of 2.83% in the second quarter, with diversification to non-U.S. equities helping drive TDF performance, according to the Callan... Read More
BY Ted Godbout | 8/8/2017
Compared with their counterparts from 20 years ago, current 401(k) investors in their 20s allocated a similar share of their total assets to equities, but changed the mix, becoming less concentrated... Read More
BY Ted Godbout | 8/8/2017
Workers nearing retirement face numerous decisions regarding when and how they will transition into retirement, but few employers provide things such as educational resources, information about... Read More
BY Ted Godbout | 8/8/2017
Surpassing industry projections, the number of new cash balance plans adopted by employers increased by 17% — rising to 17,812 active plans — in 2015, the most recent year for which complete IRS Form... Read More
BY NAPA Net Staff | 8/7/2017
A survey of larger plan sponsors finds most concerned about the potential participant response to a mandated shift to Roth tax treatment in 401(k) plans.The member survey the Committee on Investment... Read More
BY Nevin E. Adams, JD | 8/7/2017
A recent survey indicates that while performance is a factor, it’s not the top factor motivating fund changes by plan sponsors. But is that your experience?The Cogent Reports Retirement Planscape... Read More
BY NAPA Net Staff | 8/4/2017
The markets may have been heating up in June, but participant transfer volumes were pretty mild, according to the Alight Solutions 401(k) Index.The gauge, previously (and for more than a decade), was... Read More
BY Nevin E. Adams, JD | 8/4/2017
Last week the U.S. Treasury announced that it was winding down the myRA program, noting that there was “…very little demand for the program, and the cost to taxpayers cannot be justified by the... Read More
BY Ted Godbout | 8/3/2017
Adoption of simplified features in Bank of America Merrill Lynch’s proprietary DC plans, along with making education and other resources more accessible, has fueled steady growth in employee... Read More
BY Ted Godbout | 8/2/2017
In a sign that the worst of the financial recession is behind us, Americans reportedly are enjoying their highest levels of personal satisfaction since the fourth quarter of 2006, according to the ... Read More
BY Ted Godbout | 8/2/2017
A new report from the Defined Contribution Institutional Investment Association (DCIIA) contends that leveraging auto features, minimizing money out and helping to eliminate barriers to long-term... Read More
BY NAPA Net Staff | 8/2/2017
The Investment Company Institute recently published a list of frequently asked questions about 401(k) plans. Here’s our version of that list.How much money is in 401(k) plans?As of March 31, 2017,... Read More
BY NAPA Net Staff | 8/1/2017
If you thought June was a hot month for 401(k)s, just wait till you get a look at July.According to the nonpartisan Employee Benefit Research Institute (EBRI) found that the average account balance... Read More
BY NAPA Net Staff | 7/31/2017
A new report finds that investment menu shifts aren’t being driven by performance.A new blog post by Linda York, senior vice president who leads the Wealth Management Syndicated Research &... Read More
BY Nevin E. Adams, JD | 7/31/2017
Last week the U.S Treasury announced that it was winding down the myRA program, noting that there was “…very little demand for the program, and the cost to taxpayers cannot be justified by the assets... Read More
BY Ted Godbout | 7/28/2017
New survey results from LPL Financial suggest that well-targeted tax incentives for either starting a retirement plan or automatically enrolling employees in one may be a powerful motivator for small... Read More
BY Nevin E. Adams, JD | 7/28/2017
Every plan sponsor has unique expectations and attributes – as do those who work with them. But when it comes to the services one looks for – and values – certainly some rise to the top. How do NAPA... Read More
BY NAPA Net Staff | 7/27/2017
A new study finds a higher rate of workplace retirement plan participation, and claims that a widely cited measure of participation understates reality by about 5 percentage points.The new... Read More
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