While inflation and market volatility eased somewhat over the past year, that hasn’t necessarily resulted in a boost to American workers’ retirement and financial confidence.
According to PGIM’s... Read More
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Industry Trends and Research
BY Ted Godbout | 2/5/2024
A recent survey that looked at how employers and benefits providers can succeed with Gen Z finds that the generation is not all that different from their older counterparts.
According to The... Read More
BY Nevin E. Adams, JD | 2/5/2024
Will your 401(k) be chopped by the Chiefs—or find gold with the 49ers?
That’s what adherents of the so-called Super Bowl Indicator[1] would likely conclude, after all. It’s a “theory” that when a... Read More
BY John Sullivan | 2/3/2024
How low is too low—especially with fee compression? The old industry joke is that fees will compress to a point where recordkeepers will eventually pay participants rather than the other way around.... Read More
BY John Sullivan | 2/2/2024
"Guys, try not to suck," TPSU and TRAU's Fred Barstein said by way of advice to his fellow panelists at the opening session of the Viking Cove Institute's Industry Leaders Summit in Phoenix, Ariz. on... Read More
BY John Iekel | 2/2/2024
Loans to pay for an education: an investment in the future, but also a drag on it. Research and recent insights suggest that while loans help fund steps intended to improve one’s position, in some... Read More
BY John Sullivan | 2/2/2024
For those who think pooled employer plans (PEP) won’t catch on, or will at least struggle against their older, entrenched single-plan counterparts, Fred Reish has some news. In 5 to 10 years, PEPs... Read More
BY Hattie Greenan | 1/30/2024
One of the optional provisions in the SECURE 2.0 Act that some employers were very excited about is the provision to allow a 401(k) match based on a participant’s student loan payment rather than... Read More
BY Ted Godbout | 1/30/2024
The Employee Benefit Research Institute (EBRI) is out with its latest projections on the amount of savings that Medicare beneficiaries may need for health care expenses in retirement—and it’s a doozy... Read More
BY John Sullivan | 1/26/2024
A new retirement readiness report initially appeared to find good news—two-thirds of Americans (67%) have at least some money invested in retirement accounts, even if 1 in 4 doesn't know how much... Read More
BY Nevin E. Adams, JD | 1/24/2024
A new report offers a new level of transparency on recordkeeping fees paid by the large plan targets of excessive fee suits—and calls out a number of misleading claims and benchmarks used by the... Read More
BY Ted Godbout | 1/22/2024
More American savers will turn 65 this year than at any point in history, with roughly 12,000 people a day reaching the age that most target for retirement, but a new report suggests that many are... Read More
BY John Sullivan | 1/16/2024
The math doesn’t figure.
Cerulli reported Tuesday that the number of advisors grew by just 2,706 in 2022, barely offsetting trainee failures and retirements.
Yet over the next decade,... Read More
BY Greg Ward | 1/12/2024
Good news came out of Washington D.C. last quarter. Despite a growing sense of economic uncertainty, employers appear ready to assist employees in tackling the high cost of living. At least that's... Read More
BY John Sullivan | 1/5/2024
While target date funds (TDF) flourish, managed accounts haven’t caught on as a qualified default investment alternative (QDIA), mainly due to higher fees and a struggle by participants to fully... Read More
BY Ted Godbout | 1/4/2024
Coming on the heels of the Labor Department’s proposed investment advice fiduciary rule, a new national survey reveals that older adults not only expect that financial advice will be in their best... Read More
BY Nevin E. Adams, JD | 1/2/2024
There is a “common wisdom” in our business that suggests that all plan sponsors are, more or less, alike; that large plans are the inevitable early adopters of trends that, sooner or later, trickle... Read More
BY Ted Godbout | 1/2/2024
Even though a recession never materialized in 2023 and the economy defied expectations in many ways, the key economic question for 2024 is whether central banks can continue the “landing of the plane... Read More
BY John Sullivan | 1/1/2024
With an increase in longevity and the demise of corporate pension plans, it is hardly a surprise to note there are more “older” Americans in the workforce, at least when analyzing... Read More
BY John Sullivan | 12/28/2023
We continue with the second part of our countdown of the most clicked stories of the past year. The first part is here.
There were some surprises and some entirely predictable, but a look... Read More
BY Ted Godbout | 12/27/2023
New results from the Retirement Clearinghouse’s Auto Portability Simulation (APS) model further reveal the potential for auto portability to dramatically increase retirement savings. ... Read More
BY John Iekel | 12/27/2023
Generation Z—the youngest generation in the workforce—may also be the most interesting regarding retirement and preparing for it.
Studies reveal a mix—cacophony?—of behaviors and attitudes among... Read More
BY John Sullivan | 12/27/2023
It’s that time of year—rest, reflection, and a look back at the big retirement stories (most clicked) that got your attention.
I’ll warn readers now that the MOST clicked story absolutely blew... Read More
BY Ted Godbout | 12/21/2023
A new study finds that two-thirds of people are confident they will be able to maintain a comfortable lifestyle in retirement, but diving deeper into the data shows that sentiment varies dramatically... Read More
BY NAPA Net Staff | 12/20/2023
Another major industry acquisition was announced on Wednesday with news that Aon will buy NFP. Aon will pay $13.4 billion ($7 billion in cash and $6.4 billion in stock).
The acquisition reportedly... Read More
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