Employees have expressed a need for help with managing a variety of financial matters and are open to help from financial professionals, 401(k) providers and their employers, according to Bank of... Read More
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Industry Trends and Research
BY NAPA Net Staff | 6/1/2017
Among a number of positive aspects of health savings accounts (HSAs), new research finds another.More precisely, a recent report from the non-partisan Employee Benefit Research Institute (EBRI) found... Read More
BY NAPA Net Staff | 5/31/2017
Millennials – those born between 1980 and 1997 – expect to retire earlier than any other western market globally – but they don’t think they are going to live as long as Boomers or Gen X.According to... Read More
BY NAPA Net Staff | 5/31/2017
A new national study by The Center for Generational Kinetics found that a “new” generational cohort is already working, saving money, and “determined not to end up like Millennials.”That new cohort... Read More
BY Nevin E. Adams, JD | 5/30/2017
Health Savings Accounts, or HSAs, are hardly a new thing – they were approved by Congress in 2003 and became law in January 2004. But they are getting a lot of attention lately – here’s why.People... Read More
BY NAPA Net Staff | 5/26/2017
It’s said that men are from Mars, women from Venus – but when it comes to retirement preparations, those differences can have a big impact.The Transamerica Center for Retirement Studies recently... Read More
BY Nevin E. Adams, JD | 5/26/2017
The notion that the so-called “blind squirrels” – advisors who don’t know anything about retirement plans – would flee the retirement plan business due to the constraints of the fiduciary regulation... Read More
BY NAPA Net Staff | 5/24/2017
A new survey focuses on a topic that advisors don’t seem focused on – but perhaps should be.For the past three years, Fidelity has explored issues that are top-of-mind for advisors through its... Read More
BY NAPA Net Staff | 5/24/2017
A new survey finds that individuals like health savings accounts (HSAs), but misconceptions remain.The Fidelity Investments report notes that of those in an HSA-eligible health plan, 8 in 10 are... Read More
BY NAPA Net Staff | 5/24/2017
A new study of U.S. open-end mutual funds and exchange-traded funds finds that on average, investors paid lower fund expenses in 2016… than ever before.The Morningstar study found that the asset-... Read More
BY Nevin E. Adams, JD | 5/23/2017
A recent study drawn from IRS tax filings finds that American workers aren’t experiencing a drop in income after retirement.Specifically, this particular analysis, “Using Panel Tax Data to Examine... Read More
BY Nevin E. Adams, JD | 5/22/2017
There have been many thoughtful, insightful, reasoned notions about the impact of the fiduciary rule, and some that teeter on wild speculation, including the notion that it would decrease the number... Read More
BY NAPA Net Staff | 5/22/2017
A new survey finds that health savings account (HSA) offerings have surged from five years ago – and that enrollment in those programs is up nearly 140% in that period.New survey data from United... Read More
BY Nevin E. Adams, JD | 5/19/2017
These days you hear a lot of talk about multiple employer plans, or MEPs (not to be confused with the troubled multi-employer plans, about which you also hear a lot of talk these days). So what do... Read More
BY NAPA Net Staff | 5/19/2017
While we often hear that Americans are living longer, a new report says that depending on where you live, life expectancy can vary more than 20 years — and that gap has widened significantly in... Read More
BY NAPA Net Staff | 5/18/2017
When it comes to retirement finances beyond Social Security, Americans are depending on just two primary sources, according to a new report.Not surprisingly, home equity and retirement accounts — 401... Read More
BY NAPA Net Staff | 5/18/2017
There is a significant difference between the wealth building and wealth transfer behaviors of different ethnic groups, according to a new report.Those findings, drawn from an analysis of employees... Read More
BY Nevin E. Adams, JD | 5/16/2017
Life has many lessons to teach us, some more painful than others. But as graduates everywhere look ahead to the next chapter in their lives, it’s a natural time for the rest of us to reflect on the... Read More
BY NAPA Net Staff | 5/15/2017
Managed accounts offer a compelling service, but changes in the product set – and the DC industry generally – may require a second look, according to a new report.In “Managed Accounts: Today’s... Read More
BY Nevin E. Adams, JD | 5/15/2017
These days you hear a lot of talk about multiple employer plans, or MEPs (not to be confused with the troubled multi-employer plans, about which you also hear a lot of talk these days). In this week’... Read More
BY NAPA Net Staff | 5/15/2017
Workers who have both a 401(k) and health savings account (HSA) save at a higher rate than those who save in a 401(k) alone, according to a new survey.In fact, according to a new report by Fidelity... Read More
BY NAPA Net Staff | 5/15/2017
More than $400 billion is rolled over from DC plans – but most of that isn’t going to the current plan provider.While 8 in 10 DC plan participants who roll their assets into an IRA speak to someone... Read More
BY Nevin E. Adams, JD | 5/12/2017
There are any number of industry surveys that indicate a growing interest in the concept of, if not the application of, financial wellness. Are NAPA Net readers feeling the financial wellness “love”?... Read More
BY NAPA Net Staff | 5/9/2017
Millennials are much more likely to make risky investment decisions compared to other Americans by reacting to short-term market volatility – and they appear to be doing it on their own, according to... Read More
BY Nevin E. Adams, JD | 5/8/2017
There are any number of industry surveys that indicate a growing interest in the concept of, if not the application of, financial wellness. In this week’s reader poll we’d like to know if it’s... Read More
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