Investment Trends
While most Americans report that the pandemic has pushed their retirement plans back by several years, many also express a cautious optimism and are making changes to improve their retirement preparedness.
According to Fidelity Investments’ 2021 State of Retirement Planning Study, more than 8 in...
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Among the numerous changes that have taken place throughout the last year, the CARES Act added an additional level of complexity to an already complicated retirement universe. The addition of Coronavirus-related distributions (CRDs) provides participants with the ability to repay qualified...
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After prioritizing COVID-related initiatives in 2020, a new survey finds that many defined contribution plan sponsors expect to return to their pre-pandemic priorities.
The results of NEPC’s Defined Contribution COVID Impact Poll reveal that nearly half of all respondents expect a return to “...
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A year ago today [March 16] was the last time I was in our office with it full of colleagues. Like many of you, we came in, packed up, and headed home—prepared to work from there for a couple of weeks, perhaps a month.
Of course, that didn’t turn out to be the case.
And yet—as an industry,...
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Two Republican members of the House of Representatives have reintroduced legislation that pushes back on state and local efforts to impose harmful financial transaction taxes (FTTs) that would impact non-residents.
Rep. Patrick McHenry (R-NC), the ranking Republican member of the House Financial...
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Things certainly were bad, and are improving. But there is more ground to cover in that recovery, said an industry expert at a session of the NTSA Winter Virtual Summit.
In “2021 Outlook: The Recovery Takes Hold,” a Feb. 23 session, Brian Levitt, a Global Market Strategist, Invesco, discussed the...
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Despite one of the most challenging periods in recent memory, a new study finds that DC plans continued to perform their critical role in preparing workers for retirement.
Throughout 2020, the majority of the more than 1.1 million participants in over 1,000 John Hancock open architecture DC...
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ESG Investing—that is, investing in a way that is mindful of environmental, social and governance matters and concerns—has been an increasing topic of discussion in recent years. But while it may be a recent development to some, it’s not new to the 403(b) world, reports a recent blog.
How...
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Student loan debt—or more precisely, the forgiveness of some part of it—has dominated the headlines of late—but it’s been on the minds of retirement plan sponsors for a while now. The question is—why?
While the issue is hardly new, the connection between retirement savings and student debt really...
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Based on conversations with thousands of employers, surveys and internal data, Fidelity has shared what it views as some of the top employee benefit trends for 2021.
Fidelity found that employers are increasingly viewing benefits in terms of diversity and inclusion and how benefits will serve all...
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Thanksgiving has been called a “uniquely American” holiday—and so, even in a year in which there has been an unprecedented amount of disruption, stress, discomfort and loss—there remains so much for which to be thankful.
I’m thankful that so many employers (still) voluntarily choose to offer a...
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After the economic strains of 2020—and all that has meant for retirement plans and those who serve and participate in them—there are signs of hope for 2021, said an industry expert in a recent webinar.
In the PenChecks webinar “The US Economy in 2021—Implications for the Pension Industry,” Alex...
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The NTSA offers an exclusive series of podcasts—the NTSA Elite Advisor WOWcasts—recorded by NTSA Elite Advisors, sharing insights on ways to build, expand and enhance your practice.
NTSA Elite Advisors are the “best of the best” — excelling in advocacy, practice management and leadership. Their...
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It seems that the Department of Labor (DOL) is doubling down on its ESG information request campaign, now looking to the practices behind investments in, and monitoring of, ESG-themed ERISA plan investments by Registered Investment Advisory (RIA) firms.
Earlier this year information requests...
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Despite prior evidence that retirement plan participants are passive and do not react to new information, a new study finds that the Department of Labor’s (DOL) participant fee disclosure regulation apparently did have an impact.
The National Bureau of Economic Research’s newly released “Out of...
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The stock market has been a veritable rollercoaster in the last year. Three recent studies outline some of the effects of that volatility on retirement plans.
The ride predates 2020, T. Rowe Price observes in its Reference Point Annual Benchmarking Report. It notes that in 2019, stocks...
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Recent survey results found that the economic fallout from COVID-19 has altered the perception of when many workers plan to retire, but retirement confidence levels appear to be rebounding somewhat.
The Wells Fargo/Gallup Investor and Retirement Optimism Index, based on interviews of more than...
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In MarketBeat, Shelby George, Kelley Long and Karin Rettger argue that health savings accounts have value beyond just paying for current healthcare expenses tax-free and that another way to view HSAs is as a retirement plan benefit.
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How about a little good news? In MarketBeat, John Iekel discusses a recent analysis that offers insights on retirement savings since 1989 and prospects for the future that bode well.
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In MarketBeat, John Iekel discusses a recent study that examines individuals’ choices concerning saving for retirement and assesses non-retirees’ subjective expectations.
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