Industry Trends and Research

Industry Trends and Research covers significant research and trends affecting the advisor-sold retirement market. Overarching issues and major research initiatives are reviewed, posted and discussed by thought-leading institutions and industry publications.

 

 

 

Industry Trends & Research


By NTSA Net Staff12/12/2017 • 0 Comments

In MarketBeat, John Iekel discusses a blog entry and IRS ideas on how to protect retirement plans and balances from cyber attacks and criminals. READ MORE

By John Iekel 12/11/2017 • 0 Comments

How are 403(b)s doing? Two recent studies offer a look at how sizable and significant a role 403(b)s have. READ MORE

By NTSA Net Staff12/5/2017 • 0 Comments

At the NTSA Summit (Jan. 23-25) you can hear from American icon Apollo 13 Astronaut Fred Haise on how competence, perseverance and leadership assure ultimate victory under any circumstances. READ MORE

By NTSA Net Staff12/4/2017 • 0 Comments

In MarketBeat, Nevin Adams discusses four retirement savings benchmarks that workers use more often than we’d perhaps like to admit. READ MORE

By John Iekel12/4/2017 • 0 Comments

Are any of your 403(b)'s assets invested in proprietary funds? If so, says a recent blog entry, you are not alone — and it is possible to blunt potential criticism about that. READ MORE

By NTSA Net Staff11/28/2017 • 0 Comments

Yes, the holidays are upon us — but there’s no time like the present to get a head start on 2018 at the NTSA Summit! READ MORE

By NTSA Net Staff11/20/2017 • 0 Comments

MarketBeat takes a look at how auto enrollment may be not only a boon, but also problematic. READ MORE

By Ted Godbout11/20/2017 • 0 Comments

If at first you don’t succeed, try, try again seems to be the motto used in a new class action lawsuit filed against New York University alleging breach of fiduciary duties for excessive plan fees in the school’s retirement plans. READ MORE

By NTSA Net Staff11/14/2017 • 0 Comments

In MarketBeat, Nevin Adams discusses the research of Nobel Prize winning Professor Richard Thaler and how it relates to saving for retirement. READ MORE

By John Iekel11/13/2017 • 0 Comments

The universe of ways retirement plan participants can obtain information keeps expanding. But multiplicity of format does not necessarily translate to better-informed participants, points out a recent blog entry. READ MORE

By NTSA Net Staff10/31/2017 • 0 Comments

On Nov. 1, the House GOP is expected to release its tax reform proposal. Find out what you need to know and how to prepare for changes that could be coming at the newly redesigned NTSA Summit. READ MORE

By John Iekel10/17/2017 • 0 Comments

A recent blog post lists the biggest 403(b) providers and administrators and describes the circumstances under which a non-profit may be better served by considering a wider range of options. READ MORE

By Ted Godbout9/15/2017 • 0 Comments

Millennials are saving early for retirement, but they also have higher expectations that employers should offer access to a retirement plan and socially responsive investments, says a recent survey. READ MORE

By Ted Godbout9/8/2017 • 0 Comments

In a recent LIMRA study, the top two reasons retirement investors gave for selecting another company to manage their IRAs were relationships and recommendations. READ MORE

By NTSA Net Staff8/31/2017 • 0 Comments

In MarketBeat, we discuss how the importance of cybersecurity goes well beyond the integrity of clients’ and plan participants’ sensitive information. READ MORE

By Ted Godbout8/29/2017 • 0 Comments

That’s the average amount a 65-year-old couple retiring this year will need to cover medical expenses (in today’s dollars) throughout retirement, according to recent retiree health care cost estimates. READ MORE

By Ted Godbout8/28/2017 • 0 Comments

Health savings accounts are projected to exceed $60 billion in assets among nearly 30 million accounts by the end of 2019, according to a recent survey. READ MORE

By John Iekel8/25/2017 • 0 Comments

The head of a consultant firm in a series of blog entries warns employers and plan sponsors that it’s wise to pay close attention to defined contribution plan fees. READ MORE

By NTSA Net Staff8/25/2017 • 0 Comments

Automatic features continue to take hold among 403(b) plans, the Plan Sponsor Council of America found in a recent study. READ MORE

By Ted Godbout8/21/2017 • 0 Comments

The Pew Charitable Trusts in a recent report found strong support among small and mid-size businesses for automatic IRA programs, multiple employer plans (MEPs) and online marketplaces. READ MORE

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