As the evolution of DC plans continue, plan sponsors are shifting from a “traditional view” of offering plans as a recruitment and retention tool to focusing more on participant outcomes, according... Read More
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Industry Trends and Research
BY Ted Godbout | 7/27/2017
BY Nevin E. Adams, JD | 7/26/2017
A new Morningstar analysis finds no relationship between fund manager changes and future returns – but there are impacts.“A management change is not predictive of a performance downturn,” notes... Read More
BY Ted Godbout | 7/25/2017
As more states look to establish retirement savings plans for private sector workers, a new report by LIMRA’s Secure Retirement Institute finds that 55% of DC plan sponsors indicate they are “very... Read More
BY Nevin E. Adams, JD | 7/24/2017
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.In this week'... Read More
BY Ted Godbout | 7/21/2017
The United States fell three spots to number 17 among 43 countries in a newly released Global Retirement Index that provides a measure of how supportive the climate is for retirement across nations... Read More
BY Ted Godbout | 7/21/2017
Noting that some experts believe that a persistently high part-time employment rate may be a “new normal,” Guardian’s fourth annual Workplace Benefits Study, Part-Time Nation, contends that many part... Read More
BY NAPA Net Staff | 7/20/2017
A new analysis finds that the costs of providing retirement benefits declined by 25% between 2001 and 2015, but perhaps not for the reason(s) you think.Between 2001 and 2015, overall employer benefit... Read More
BY Ted Godbout | 7/14/2017
What do an employer, a health insurance industry representative and a doctor have in common? They all apparently support various reforms to help health savings accounts thrive as an important savings... Read More
BY Nevin E. Adams, JD | 7/14/2017
Exchange-traded funds crop up from time to time as being a product whose time has (nearly) come – but among NAPA Net readers?The Investment Company Institute (ICI) reports assets of all exchange-... Read More
BY Ted Godbout | 7/12/2017
Employees are increasingly looking to their employers for financial support and believe that employers also have a responsibility for their health and well-being.What’s most interesting about that... Read More
BY NAPA Net Staff | 7/12/2017
Platform consolidation has re-emerged as the top initiative for managed account providers, according to a new study by Cerulli Associates.Cerulli’s “U.S. Managed Accounts 2017: Convergence and Its... Read More
BY Ted Godbout | 7/11/2017
Despite last year’s positive market conditions and relatively upbeat investors, overall satisfaction among financial advisors with their firms declined last year and the drop is highest among top... Read More
BY Ted Godbout | 7/11/2017
Automatic enrollment is the single most important feature an employer can adopt for Millennials and new hires to participate in a company’s DC plan, according to a new study from Wells Fargo.Based on... Read More
BY Nevin E. Adams, JD | 7/10/2017
Exchange-traded funds, or ETFs, crop up from time to time as being a product whose time has (nearly) come. But are you using them in your practice? And are you seeing others do so?The Investment... Read More
BY Ted Godbout | 7/10/2017
Regardless of income level, more than 60% of respondents in a new survey by MassMutual agree that they are behind when it comes to preparing for retirement, and many expressed a need for more... Read More
BY Nevin E. Adams, JD | 7/7/2017
A recent survey found the biggest one-year increase in Roth contribution offerings among its clients in 2016, and another recently chronicled the potential impact of a switch to Roth for 401(k)s.... Read More
BY NAPA Net Staff | 7/5/2017
While they’re not quite as strong as the numbers for the first quarter of the year, there should be plenty to celebrate in this year’s June 30 participant statements.For younger (age 25-34), less... Read More
BY Ted Godbout | 7/5/2017
Like their large corporation counterparts, small business 401(k) plans are increasingly implementing best-in-class design features to improve the retirement readiness of their employees, Vanguard... Read More
BY Nevin E. Adams, JD | 7/3/2017
A recent survey found the biggest one-year increase in Roth contribution offerings among its clients in 2016, and another recently chronicled the potential impact of a switch to Roth for 401(k)s. In... Read More
BY Ted Godbout | 7/3/2017
After conducting a comprehensive evaluation of health savings account (HSA) providers, Morningstar suggests in a new report that there is much room for improvement in the products that are currently... Read More
BY Ted Godbout | 6/30/2017
While savings rates continue to increase and average 401(k) account balances across most age groups continue to grow, the average deferral rate across all age groups still appears to be running lower... Read More
BY Nevin E. Adams, JD | 6/30/2017
With the weekend mere hours away, the favorite “retirement anthem” of NAPA Net readers works on multiple fronts.Doubtless many readers will be heading out a bit early this week (doubtless some... Read More
BY Ted Godbout | 6/30/2017
T. Rowe Price’s Retirement Plan Services unit saw the biggest one-year increase in Roth contribution offerings in its clients’ 401(k) plans in 2016 — up 10 percentage points, to 61% of the plans for... Read More
BY NAPA Net Staff | 6/30/2017
The non-partisan Employee Benefit Research Institute (EBRI) is sponsoring a (free) policy forum focused on the impact of financial incentives to increase enrollment and trends in health savings... Read More
BY Ted Godbout | 6/30/2017
Fewer organizations are offering DC plan hardship withdrawals, plan loans and online retirement investment advice compared with five years ago. However, one-on-one and group/classroom-style... Read More
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