Industry Trends & Research
Employers looking to differentiate themselves and their benefit offerings — particularly in a tight labor market — continue to rely on nonqualified deferred compensation (NQDC) plans to make their benefits package more competitive, according to the latest survey of nonqualified plans by the Plan...
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A 2022 survey once again highlighted a consistent regret among American workers, writes Nevin E. Adams, JD in MarketBeat. He continues that according to the survey by American Century Investments, they wish they had saved more for retirement.
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The pandemic years apparently ushered in a workforce cultural shift among younger workers who have set their sights on working hard now in order to retire at an earlier age.
In a study of 3,000 working Americans, experience management firm Qualtrics found that more than a third (35%) of workers...
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For many years now, Congress has tried to make it easier for small businesses to offer a retirement plan, but there still has been little movement in closing the coverage gap.
With enactment of the SECURE 2.0 Act and one of its main goals to help make it easier for small businesses to offer a...
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It’s ironic that programs designed to provide retirement income pay so little attention to the realization of that objective, writes Nevin E. Adams, JD in MarketBeat. Still, he continues, some have said that this could be the year for retirement income — a combination of new offerings, volatile...
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The outlook for RIA M&A activity apparently has shifted dramatically from a year ago, according to a new report.
DeVoe & Company’s fifth annual M&A Outlook Report finds that expectations for M&A activity and valuations are the lowest in the survey’s history, as economic and...
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Confident about their careers and in their ability to achieve financial security, the nation’s youngest adults have a goal of retiring before they reach age 60, but that confidence comes with a few caveats, according to a new study.
Data from Northwestern Mutual's 2022 Planning & Progress...
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While Americans worried most about the impact of the COVID-19 pandemic earlier this year, they now see rising inflation as the biggest risk to their retirement plans.
According to Allianz Life’s annual New Year’s Resolutions Study, nearly half (48%) of respondents identified the pandemic as the...
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As the country withstands uncertain times, Americans are feeling less-than-optimistic when it comes to the year ahead and many plan to focus more on short-term needs, rather than long-term goals, according to a new study by Fidelity Investments.
The firm’s 14th Annual New Year’s Financial...
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With financial pressures on the rise, employees are craving financial stability above all and are looking towards their employers for more support than ever, a new survey finds.
Betterment at Work’s 2022 Financial Wellness Barometer polled 1,000 full-time U.S. employees to measure how employees...
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Rep. Andy Barr (R-KY) and Sen. Mike Braun (R-IN) have introduced a Congressional Review Act (CRA) measure in the House and Senate, respectively, to nullify the Department of Labor’s recently finalized rule to greenlight environmental, social and governance (ESG) investing in federal pension plans...
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With inflation very much in the headlines, it should come as no surprise that true love costs a lot more this year.
And by “true love,” we mean the cost of the items recounted in that holiday classic, “The Twelve Days of Christmas,” at least as tabulated in PNC's 39th annual Christmas Price Index...
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Since the Pension Protection Act (PPA) was passed in 2006, automatic enrollment in plans including 403(b) and governmental 457(b) has been an issue of consideration for plan sponsors. A number of states have also passed legislation permitting automatic enrollment and automatic escalation, some in...
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“You better watch out, you better not cry, you better not pout…”
Those are, of course, the opening lyrics to that holiday classic, “Santa Claus is Coming to Town.” And while the tune is jaunty enough, the message — that there’s some kind of elfin “eye in the sky” keeping tabs on us has always...
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Social Security benefits don’t come out of thin air — it takes not only contributions but also formulae to determine benefit amounts. In a recent report, the Congressional Research Service (CRS) discusses the possible effects of adjusting computation years, one of the factors used to determine...
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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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Given expectations of higher interest rates, inflation and volatility, institutional investors enter 2023 with a gloomy view of the economy, but they do still see opportunities in the market, according to new survey findings.
Natixis Investment Managers (Natixis IM) surveyed 500 institutional...
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Investors grappling with today's economic environment are feeling increased pressure on their retirement plans and are facing more uncertainty about when they will be able to retire, the results of a new survey suggest.
According to the Nationwide Retirement Institute’s eighth annual Advisor...
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Mobile apps increasingly have become the first resource that investors consult to review their investments, make transactions and conduct research, positioning digital as a critical component of the wealth management client experience, a new study suggests.
According to J.D. Power’s 2022 U.S....
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The SPARK Institute recently updated its Industry Best Practices for Cybersecurity and released a new Plan Sponsor & Advisor Guide to Cybersecurity to accompany it.
As part of its efforts to help strengthen cybersecurity throughout the retirement industry, the organization’s Data Security...
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