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Industry Trends & Research

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... READ MORE
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... READ MORE
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. READ MORE
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. READ MORE
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. READ MORE
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,... READ MORE
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... READ MORE
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.  READ MORE
An expert panel recently suggested that the meaning of financial wellness is “amorphous” and “evolving,” writes John Iekel in MarketBeat. READ MORE
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... READ MORE
While workplace retirement plans are becoming an expectation for employees, the results of a new survey show there are multiple areas where savers are seeking additional support. ​ In fact, according to Vestwell’s annual Savings Industry Report, four emerging trends for 2024 all point to a growing... READ MORE
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 second-guessing whether they are ready to retire.   The Nationwide Retirement Institute surveyed 1,... READ MORE
An expert panel recently suggested that the U.S. retirement system is a success but also argued that we can still do better, writes John Iekel in MarketBeat. READ MORE
Greetings fellow NTSA members, and Happy New Year! I wanted to send this note to welcome everyone to 2024 and get started on our new initiatives for this calendar year. I am Toni Whaley, your NTSA President for 2024. It is my privilege and pleasure to serve and continue to move the needle forward... READ MORE
Plan professionals may find it useful to know that plan sponsors continue to make participants’ retirement security a priority, and are boosting their work to enhance it.  JP Morgan, in its fifth Defined Contribution Plan Sponsor Survey, which provides the results of an online survey of 788... READ MORE
It’s a big year for the implementation of certain SECURE 2.0 provisions. While many of the items are optional, it represents an excellent opportunity to explain what they mean and their potential impact. “There are two that are the big standouts,” Kevin Gaston said when asked about the provisions... READ MORE
The benefits of delaying Social Security benefits are by now generally accepted, writes John Sullivan in MarketBeat. And he discusses a recent analysis that suggests how to encourage more people to delay. READ MORE
The most powerful force in the Universe is compound interest. - Albert Einstein In 1984, the Portland Trailblazers selected Sam Bowie over Michael Jordan as their draft pick—and as the saying goes, the rest is history. Although Sam Bowie was a terrific 7’3” center, his name has long been forgotten... READ MORE
A new study finds that two-thirds of people are confident they will be able to maintain a comfortable lifestyle in retirement, writes Ted Godbout in MarketBeat. He continues that diving deeper into the data shows that sentiment varies dramatically across demographic segments. READ MORE
Over the years, writes Nevin E. Adams, JD in MarketBeat, so-called personal finance experts have provided valuable information—but also a smattering of misinformation—and discusses some recent remarks he considers particularly egregious. READ MORE

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