Financial Literacy
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 its members that suggest it is a group that may be receptive to a range of approaches in working to...
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It’s all about the attitude—especially in retirement saving and investing, writes John Sullivan in MarketBeat. He adds that Goldman Sachs Asset Management has identified which financial behaviors matter most.
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Net growth in advisor affiliations has been a challenge for many broker/dealers (B/Ds) as increased competition from alternative affiliation options such as independent and hybrid registered investment advisor (RIA) affiliations gain popularity among financial advisors.
This is according to...
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The Certified Financial Planner Board of Standards (CFP Board) has released a new guide about cryptocurrency-related assets to help CFP professionals uphold the Code of Ethics and Standards of Conduct (Code and Standards) in their practices.
While the same standards apply to cryptocurrency-related...
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Tech Talk discusses the comments by Gerri Walsh, President of the FINRA Investor Education Foundation, that individuals with high financial literacy are more likely to demonstrate positive financial.
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A new study finds signs of improvement in the U.S. adult population’s financial capability, writes Ted Godbout in MarketBeat. He notes that the FINRA Investor Education Foundation’s triennial National Financial Capability Study shows that by many measures U.S. adults generally fared better in 2021...
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Editor’s Note: This is part of an ongoing series that provides a look at content available through the NTSA Advisor’s weekly MarketBeat feature, an archive of which is contained in the Industry Intel section of the NTSA website here. This installment concerns serving clients and participants. ...
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When it comes to financial wellness benefits, it’s clear that more than just financial well-being is at stake, as it’s not just employees who are impacted by financial stress, but employers suffer the consequences as well.
In fact, three out of four U.S. workers are facing at least one source of...
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An annual survey which looks at changes employers intend to make to their benefit plans in the year ahead finds that financial wellbeing and retirement readiness remain the top priorities.
Like prior years, 28% of large employers said they are most focused on addressing broad financial wellbeing...
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The ROI for financial wellness has always been elusive—but a new survey suggests that it might not matter.
Asked “Why are you creating or expanding your financial wellbeing program?”, respondents to Alight’s 17th edition of Hot Topics in Retirement & Financial Wellbeing said that not only was...
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About those American Retirement Association-based credentials you’ve been putting off—bipartisan legislation was just introduced that would make it easier to pay for them.
Rep. Abigail Spanberger (D-VA), along with Reps. Fred Upton (R-MI), Dean Phillips (D-MN) and Rob Wittman (R-VA), introduced...
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when much of the nation is working remotely, the Labor Department’s final rule on electronic disclosures has been delivered to the White House’s Office of Management and Budget for review.
“We are going to be pushing to get this finalized as soon as possible under the circumstances,” noted Brian...
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ERISA sets forth the style and format that are to be used for summary plan descriptions (SPDs). All plans subject to ERISA, including ERISA-covered 403(b)s, must pay close attention to the rules for how these documents are to be prepared for participants.
§ 2520.102-2 Style and format of...
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Editor’s Note: This is an occasional feature in the NTSA Advisor. It is drawn from The Source, a book that covers technical, compliance, administrative and marketing aspects of the 403(b) and 457(b) markets. More information about The Source is available here.
Following is a tip concerning...
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If you are anything like me, when someone mentions Millennials, your thoughts range from a snicker to cringe, thinking that the fate of the free world will lie in their hands. I mean, there is no way that they are as competent or capable as the Baby Boomers or even Gen-xers, right?
However, my...
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There are many pieces to the puzzle that is retirement security. In MarketBeat, John Iekel discusses the suggestion of a benefits institute that one of them is the behavior of plan participants and that working with, and influencing, that can help put pieces in place.
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Recent research shows that retirement plan participants are among those who prefer communication that is not riddled with jargon and “inside” terms that are familiar to plan providers, sponsors and administrators but mean little to those whom the plans serve. In MarketBeat, John Iekel discusses a...
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The NTSA Certified Retirement Education Specialist (CRES) initiative has been launched, and a complimentary, members-only webcast on Feb. 7 featured a panel discussion about the new program.
Panelists included Tamara Indianer of Lincoln Investment; Adam Pearce, also of Lincoln Investment; Bill...
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The Senate Special Committee on Aging in a Feb. 6 hearing, “Financial Security in Retirement: Innovations and Best Practices to Promote Savings,” listened to ideas from a panel of experts on how to increase retirement savings and enhance Americans’ financial readiness to retire.
“As Americans live...
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On Thursday, Feb. 7, the NTSA will be holding a complimentary on-demand recording for NTSA members only. It will concern the national initiative the NTSA is launching to improve retirement literacy for public educators, aimed at advancing retirement security and 403(b) participation rates in...
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