Industry Trends & Research
Registration is now open for the NAPA/NTSA ERISA 403(b) Advisor Conference!
If you’re a professional within the ERISA 403(b) marketplace, you won’t want to miss the 2024 NAPA/NTSA ERISA 403(b) Advisor Conference, Sept. 19-20 in Chicago, IL.
It’s the only industry event designed for professionals...
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CalSavers, one of the first state-run programs that provides retirement plan coverage for private-sector employees whose employers do not, continues to grow—especially in assets.
As one of the longest-lived such programs, CalSavers provides a useful snapshot regarding how such plans function and...
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A new study finds that Americans’ “magic number” for retirement has surged to an all-time high, jumping 15% in just a year and a whopping 53% since the onset of the pandemic, writes Ted Godbout in MarketBeat; he adds that they now believe they will need to save $1.46 million to retire comfortably.
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Nearly 4 in 10 compliance professionals from asset management, investment adviser, and private markets firms have yet to evaluate Artificial Intelligence (AI) as a cybersecurity risk, Ted Godbout writes in MarketBeat concerning the 2024 Cybersecurity Benchmarking Survey.
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Longevity and greater spending are “putting the U.S. retirement system under immense strain,” BlackRock CEO Larry Fink wrote in his annual shareholder letter, John Sullivan reports in MarketBeat. He continues that Fink argued that capital markets will be critical in addressing what he called one of...
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Can 403(b)s make a difference in your practice? Both Kelsey Mayo and Nathan Glassey believe so.
They led a workshop at the NAPA 401(k) Summit in Nashville, Tenn., “Understanding the 403(b) Plan Marketplace for 401(k) Practitioners,” which provided plan advisors with insights into the opportunities...
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If ever there were any doubts about the benefits of having a formal financial plan to help prepare for retirement, a study by T. Rowe Price on retirement savings and spending puts that to rest, writes Ted Godbout in MarketBeat.
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The SECURE 2.0 Act of 2022 (SECURE 2.0) redefined when a participant in a governmental 457(b) plan may enter into an agreement to participate in that plan. The change is optional, but has the benefit of both easing the administrative burden of governmental employers and enabling participants to...
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While it may come as no surprise, a survey early in 2024 finds that nearly all Americans agree that the financial professional who provides one-time recommendations or other one-time advice about retirement investments should be required to act in their client's best interest, writes Ted Godbout in...
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A variety of factors slow some individuals’ retirement saving, if not impede it outright—and one of them is student loan debt. A recent NTSA webinar looked at a step some entities pursue that affects those with loans as well as retirement saving—student loan forgiveness.
In a March 27 NTSA...
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Editor’s Note: This is part II of a two-part series. Part I is available here.
Generation Z is looking ahead and shows a healthy regard and respect for their financial future, long-term. Studies show that they have a strong interest in financial literacy, saving and employer-provided retirement...
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To “get the meeting no one else can,” in a general session at the recent 2024 NTSA Summit Sam Richter offered simple steps for distilling “trillions of data floating around” into tangible tools that can help foster connection with prospects.
Describing Google as a vacuum cleaner that “sucks up and...
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While employers strive to address employees’ evolving needs, the results of a new survey find a disconnect between compensation and benefit offerings and employee preferences, writes Ted Godbout in MarketBeat.
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Proposals to address the solvency of Social Security are almost as numerous as the warnings about it, writes John Iekel in MarketBeat; he discusses a recent report by the Congressional Research Service that examines the potential impact of some steps that could be taken.
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Research 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, writes Ted Godbout in MarketBeat; they want near- and long-term financial security.
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Even with other ongoing financial struggles, retirement savers ended the year on a positive note with improved market conditions and consistent contributions helping boost average account balances to their highest level in nearly two years.
The good news comes from Fidelity’s Q4 2023 analysis,...
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Editor’s Note: This is part I of a two-part series.
It’s not unusual for older generations to look askance at their younger counterparts and dismiss them with a harumph at the thought that one day they will come to the fore. But some recent data suggests that in the case of the youngest...
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Student loan debt has long been said to be a drag on retirement saving, and a just-released report adds fuel to the fire, writes John Iekel in MarketBeat.
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An expert panel recently suggested that the meaning of financial wellness is “amorphous” and “evolving,” writes John Iekel in MarketBeat.
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Being a 403(b) advisor is both rewarding and challenging.
Helping a teacher prepare for retirement is gratifying, but many other aspects of the work are a struggle. Battling client apathy toward retirement planning, deciphering the complexities of retirement plans, and dispelling client...
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