Investment Trends
Amid surging consumer prices, a new survey finds that virtually all consumers are concerned about inflation and are adjusting their behavior because of it, including some who may alter their retirement plans.
According to the survey by the Nationwide Retirement Institute, 90% of respondents are...
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It’s not all about “the Benjamins,” but a recent analysis of the nation’s private retirement system certainly puts a lot of emphasis on the accumulation of aggregate assets in retirement plans.
The Morningstar report—“Retirement Plan Landscape Report, An In-Depth Look at the Trends and Forces...
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The recent 2022 NTSA Summit provided a unique opportunity to connect and also to gain from the insights of industry experts. Following is a quick rundown of our coverage of the event.
NTSA Leadership
Flagg Thanked for Her Service as 2021 NTSA President https://www.ntsa-net.org/news-resources/...
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Legislation has been introduced in the U.S. Senate that seeks to ban institutional investors from investing in Russian entities due to the war in Ukraine.
On March 2, Florida Republican Sens. Marco Rubio and Sen. Rick Scott introduced the Instituting Measures to Protect American Investors and...
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A March 1 House subcommittee hearing to address improving retirement security and access to mental health found itself largely debating the Biden administration’s proposed guidance on ESG factors, as well an array of retirement policy proposals.
The hearing by the House Education and Labor’s...
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While few target date funds currently include strategies to reduce volatility with the ability to enhance returns, which are principles of stable value, there appears to be significant interest in features that can do both, according to MetLife’s 2022 Stable Value Study.
If a TDF provider could...
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Sustainable funds in the U.S. broke nearly every previous record in 2021, according to Morningstar’s annual Sustainable Funds U.S. Landscape report.
According to the firm’s data, sustainable funds attracted nearly $70 billion in net flows in 2021, which was a 35% increase over the previous record...
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Individuals are thinking more critically about how future events could affect their finances and recognize the need to take action in creating long-term financial security and protecting against financial uncertainty, a new survey finds.
According to AIG Life & Retirement’s “Moving Forward”...
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A recent report suggests that assuming that decumulation is the only approach retirees take regarding their accumulated funds is as inaccurate as it is simplistic.
In a recent report, T. Rowe Price says that it found that retirees are not monolithic in their management of retirement funds. To be...
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A new study identifies a set of scorable retirement income factors that can help define preferences for an overall retirement income style, which can point toward an appropriate retirement income strategy. In MarketBeat, Ted Godbout writes that the researchers explain how they developed a...
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A new paper rehashes (and embraces) some old beliefs, blatantly ignores the full impact of workplace savings, disregards the reality that deferrals are temporary—and kills a lot of trees in the process.
The diatribe’s author, perhaps because he’s affiliated with a law school, perhaps because the...
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Halloween is the time of year when one’s thoughts turn to trick-or-treat, ghosts and goblins, and things that go bump in the night—and, for plan sponsors, and those who support them, a good time to think about the things that give us pause—that cause a chill to run down our spine…
Things like…...
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In the battle to retain and attract top talent amid the challenges created by the pandemic, a new survey finds that currently employed individuals are paying closer attention to the types of benefits that are being offered.
According to findings from Voya Financial’s consumer survey of 1,000 U.S...
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Tech Talk discusses the benefits that may be derived from having multiple 403(b) providers, as opposed to just one.
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As a follow-up to its June 2021 How America Saves study, a supplementary report by Vanguard offers four key themes and recommended plan actions that can improve participant outcomes.
Vanguard Strategic Retirement Consulting’s Insights to Action report explains that increased adoption of target-...
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The Senate wrapped up its work for the summer Aug. 10, approving a $1.2 trillion infrastructure bill that extends pension smoothing relief for single-employer plan sponsors, as well as a $3.5 trillion budget outline that sets the stage for a broader tax and spending bill later this fall.
The...
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We all know what rising prices mean for the pocketbook and balances now, but what do they portend for retirement plans and saving? In MarketBeat, John Iekel writes about Chris Carosa’s discussion of what a plan sponsor can do within to help plan participants incorporate inflation into their...
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The Congressional Research Service (CRS) has released an updated version of its report concerning the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). It now includes discussion of bills that would affect both.
The updated version of “Social Security: The Windfall...
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Speaking July 27 at the 2021 NAPA D.C. Fly-In Forum, the Acting Assistant Secretary for the DOL’s Employee Benefits Security Administration outlined the key areas the department is working on, including both cryptocurrency and cybersecurity issues.
While noting that he didn’t have much to share...
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Cautioning those looking to “game the system,” a senior Labor Department official affirmed July 27 that suggesting investments that could occur after a rollover is tantamount to recommending the rollover, and if it meets the rest of the five-part test will constitute fiduciary advice regardless of...
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