A strong plurality of investors say they aren’t provided – or don’t know if they are provided – investment performance information from their advisor. Not that they trust that information, according... Read More
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Industry Trends and Research
BY Nevin E. Adams, JD | 6/27/2017
Anyone who has ever found their grand idea shackled to the deliberations of a committee, or who has had to kowtow to the sensibilities of a recalcitrant compliance department, can empathize with the... Read More
BY Nevin E. Adams, JD | 6/26/2017
As the Independence Day holiday (and summer vacation, generally) approaches, it’s time once again to pick the best song(s) about retirement.Doubtless many readers will be heading out a bit early this... Read More
BY Ted Godbout | 6/26/2017
Tech-savvy “eAdvisors” are outperforming their peers across several metrics, leading to key distinctions between those who utilize technology to their advantage and those who don’t — including... Read More
BY Nevin E. Adams, JD | 6/23/2017
A recent report notes that the average expense ratios that 401(k) plan participants pay have fallen for the seventh year in a row – and that’s largely consistent with how NAPA Net readers see it... Read More
BY Andrew Remo | 6/23/2017
While the vast majority of plan sponsor respondents to a new survey think that eliminating or reducing pre-tax contributions to retirement savings plans is a bad idea, 85% say they would either... Read More
BY Ted Godbout | 6/20/2017
The good news: More than 80% of Millennials are currently saving for retirement. The bad news: More than 60% are saving at inadequate levels. Those findings are from a new survey by Pentegra... Read More
BY Ted Godbout | 6/20/2017
Environmental, social and governance (ESG) considerations in investment decisions are growing in importance and could help increase retirement plan participation and contribution rates, according to... Read More
BY Ted Godbout | 6/19/2017
DC plans were on the receiving end of strong market performance during the first quarter of this year, rising 4.67%, its highest quarterly return since year-end 2013, according to the latest Callan... Read More
BY Nevin E. Adams, JD | 6/19/2017
A recent report notes that the average expense ratios that 401(k) plan participants pay have fallen for the seventh year in a row, while much of the controversy around the fiduciary regulation... Read More
BY Ted Godbout | 6/16/2017
Steady growth in the adoption of Roth plans is anticipated by plan sponsors, given the feature’s tax diversification benefits, according to Vanguard’s How America Saves 2017 report.The percentage of... Read More
BY Ted Godbout | 6/16/2017
Despite feeling more optimistic and confident about retirement, competing financial priorities are getting in the way of participants achieving their retirement savings goals, new research from the... Read More
BY Nevin E. Adams, JD | 6/16/2017
A new survey finds that a third of workers won’t be taking a vacation this year, and nearly as many say they stay connected with work during vacation – but that doesn’t seem to be the case with NAPA... Read More
BY Ted Godbout | 6/16/2017
Many people are still not taking all of the steps they should to prepare for retirement and are relying on uncertainties like receiving an inheritance in planning their retirement income funding,... Read More
BY Ted Godbout | 6/14/2017
The vast majority of DC plan participants continued making contributions to their plans in 2016 and most “stayed the course” with their asset allocations, according to the latest findings of the... Read More
BY NAPA Net Staff | 6/13/2017
Apparently participants aren’t the only ones struggling with behavioral biases, according to a new report.The paper, authored by H. Kent Baker (American University Kogod School of Business), Greg... Read More
BY Nevin E. Adams, JD | 6/12/2017
A new survey finds that a third of workers won’t be taking a vacation this year, and nearly as many say they stay connected with work during vacation. So, what plans do you have for vacation – and (... Read More
BY Ted Godbout | 6/12/2017
The continued growth in participants’ adoption of professionally managed allocations is leading to dramatic improvements in diversification of investment portfolios, Vanguard says in a newly released... Read More
BY Nevin E. Adams, JD | 6/9/2017
Years in the making, and after months of anticipation, the (delayed) applicability date of the fiduciary regulation arrives today. But for the vast majority of respondents to this week’s NAPA Net... Read More
BY Ted Godbout | 6/9/2017
Plans that set specific goals around the retirement preparedness of their 401(k) plan participants and have metrics in place to measure their progress are more likely to achieve their goals,... Read More
BY Ted Godbout | 6/9/2017
Employers are increasingly determining that financial wellness programs can help provide better financial outcomes for employees, promote higher utilization of employer-sponsored retirement programs... Read More
BY Ted Godbout | 6/7/2017
Legg Mason’s 2017 Global Investment Survey finds that U.S. investors are still substantially influenced by the “shadow” of the 2007-2008 financial crisis and continue to make cautious investment... Read More
BY Nevin E. Adams, JD | 6/5/2017
Years in the making, and after months of anticipation, the (delayed) applicability date of the fiduciary regulation arrives this week. Most firms say they are ready, though some have been making some... Read More
BY Ted Godbout | 6/5/2017
Automatic investment plan structures around the world “work wonders at keeping investors on track and preventing them from unwise market-timing moves,” according to Morningstar’s 2017 “Mind the Gap”... Read More
BY NAPA Net Staff | 6/2/2017
Trump “bump” or not, April was no rainy day for 401(k) balances – and they continued to bloom in May.In fact, 2017 contributions and markets have provided a nice boost to the average 401(k) balance... Read More
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