Skip to main content

You are here

Industry Trends & Research

Editor’s Note: This is the first installment of a new feature, “Strategic Partner Corner,” which is intended as a means for professionals from NTSA strategic partners to share their insights and experience. It will appear occasionally in The NTSA Advisor.  Financial professionals should understand... READ MORE
A new report finds a decline in retirement confidence to levels not seen since the 2008 financial crisis, writes John Sullivan in MarketBeat. He continues that the report also finds both workers and retirees are very concerned about inflation and its impact on their savings and spending. READ MORE
More consumers are multi-sourcing their investment decisions, with financial professionals being most influential. But reliance on online—as well as employer resources such as 403(b) providers and their representatives—is also increasing, according to a new research report.  Saving and investing... READ MORE
Retirement Clearinghouse, a Charlotte, NC-based firm, which helps to automatically move participant’s retirement account balances from a former employer to their new employer, has notified individuals in various states of a data breach.   As many as 10,509 individuals may have had their personal... READ MORE
Are younger generations ready for retirement? In MarketBeat, John Iekel writes that it is a more complicated question than it appears at first blush, and it starts with the basics. READ MORE
Some say default choices well-intentioned, but also intrusive and demeaning, writes Nevin E. Adams, JD, in MarketBeat. Nonetheless, it appears that there are employees who WANT that support. All of which, he says, calls to mind a new standard.  READ MORE
So many factors are in play in running a practice and serving clients. And a session at the recent 2023 NTSA Summit focused on one fundamental to doing both effectively: mental health.  In “‘Holding’ Pattern: Is Mental Health Holding You Back?” Eric Jenkins, LCSW/Therapist at Willow Pines... READ MORE
A new report finds a decline in retirement confidence to levels not seen since the 2008 financial crisis. The report, from the Employee Benefit Research Institute (EBRI), also finds both employees and retirees are very concerned about inflation and its impact on their savings and spending.... READ MORE
In MarketBeat, Ted Godbout writes that the NEPC’s 17th annual Defined Contribution (DC) Plan Trends and Fee Survey says that while the dedicated retirement income solution market has proliferated over the past several years, many plan sponsors have struggled to evaluate their options strategically. READ MORE
The third rail of American politics isn’t what it should be, according to Sen. Bill Cassidy (R-LA). “We have to redefine what that third rail is,” Cassidy said when asked about prospects for a Social Security fix. “The third rail, according to our leading presidential candidates, is that you... READ MORE
The National Council on Aging (NCOA) and UMass Boston find that 80% of older Americans, or 47 million people, can’t sustain a financial shock such as needing to pay for long-term care services and supports (LTSS) or the loss of income due to divorce or widowhood. “It is unacceptable that nearly... READ MORE
Researchers have found that feeling cared for at work is a key driver of employee holistic health and happiness, and not prioritizing it can cause major issues in the workplace, writes Ted Godbout in MarketBeat. READ MORE
Some advisors have found that a great way to solidify their relationship with a school district is to promote service awards for the district’s employees.  One of the ways to do this that has the most impact is to actively participate in recognizing employee milestones. And one way you can do this... READ MORE
The retirement industry is dynamic, and there are always new developments its professionals must adapt to and consider. An expert panel at the recent NTSA Summit offered some insights into two recent factors having a significant impact on the industry and those it serves.  Panelists included... READ MORE
Social Security continues to face “significant financing issues,” says the Board of Trustees of the federal Old-Age and Survivors Insurance and Disability Insurance (OASDI) Trust Funds in its annual report to Congress. It notes that it has arrived at that finding in prior years. The Board calls on... READ MORE
Even though the ink is barely dry on the SECURE 2.0 Act, there’s no rest for the weary, as some in Washington are pushing a federal government-run retirement system that would unfairly compete with the private sector, warned Brian Graff on April 2. Graff, who serves as CEO of the American... READ MORE
While Millennials remain the largest cohort in the workforce and bring their own unique perspectives and expectations, the so-called Zoomer Generation born between 1997 to 2012 is beginning to enter the workforce and is already starting to have an impact on the retirement industry.   This is... READ MORE
The answer to the RFP (request for proposal) challenge is clear: “Step Up! Make it Happen! You Can’t Not …” no matter what your function, if you are a true, growing professional in this grand, meaningful retirement industry. Five diverse, experienced professionals at the NTSA 2023 Summit shared... READ MORE
American households that adopt some or all of five key financial wellness behaviors are more likely to be saving more and better positioned for building wealth, says a report. In MarketBeat, Ted Godbout writes that the findings suggest that “retirement saving” is one of the most difficult behaviors... READ MORE
This new feature in the NTSA Advisor provides a look at what’s going on in the states and the most recent developments in their activity to provide and enhance retirement plan coverage.  Expanded Coverage Options for Certain FL Teachers Proposed   Legislation is before the Florida Senate and... READ MORE

Pages