Service Providers
Amid demographic shifts, economic challenges and a global pandemic, a new study finds that many financial planners are underestimating their clients’ financial anxiety.
On average, financial planners thought financial anxiety affected about half (49%) of their clients. However, nearly three-...
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Alberto Gaglianese was recognized as one of the 2022 NTSA Elite Advisors at a Feb. 7 luncheon meeting at the 2022 NTSA Summit in Phoenix, AZ. Carla-Ann Goedtke and Virginia T. Harriett were recognized as 2022 Elite Advisor winners at that luncheon as well.
Gaglianese, of Clearpath Wealth Partners...
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Running any employee benefit plan, and serving one, entails challenges—and that certainly is true of 403(b) and 457 plans. A Feb. 7 session of the 2022 NTSA Summit in Phoenix, AZ featured a panel discussion concerning some of them.
Panelists included John Adzema, President, National Associates,...
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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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Looks like those hoping for some clarity on a threshold issue involving ERISA fee litigation will have to wait for another day.
I’m referring, of course, to last week’s ruling by the Supreme Court on the case of Hughes v. Northwestern University et al.—a case that the law firm of Schlichter Bogard...
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What was your first day working in the retirement plan industry like? The words “confusing,” “daunting,” or “disorienting” might come to mind.
That’s what makes providing training for new employees—even a basic but useful industry overview—a real challenge. Where should you start? How much should...
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The ability of DC recordkeepers to build accurate, detailed participant profiles is key to serving clients’ overall financial needs, a new report from Cerulli suggests.
With recordkeepers having access to more participant data than ever before, and leveraging that data, they can help providers...
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There is work to do regarding increasing teachers’ knowledge and understanding of retirement benefits and plans, according to a recent study. It’s time to educate the educators, they suggest.
In “Teachers’ Knowledge and Preparedness for Retirement: Results from a Nationally Representative...
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MarketBeat looks at a paper in which Cerulli argues that there is no one-size-fits-all solution to making plans more effective decumulation vehicles, and that it often takes a personalized experience that includes designing a comprehensive financial plan and an investment and withdrawal strategy...
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The NTSA elevates two of its members to lifetime service awards, the Richard Ford Volunteer Service Awards for 2022:
Nathan Glassey, TPGC, QKA, CRES
National Benefit Services
Farmington, UT
Philip Kim, CFP®, ChFC, CLU, RICP®, CRES
Signature Wealth Concepts
Equitable
Phoenix, AZ
...
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While employees are receptive to a variety of ways to participate in employee plans and learn about them, some electronic and automatic tools are strong favorites, according to a recent report.
The report, by Nick Rockwell and Erin Marino, of Eastbridge Consulting Group, Inc., as reported by...
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Against a backdrop of record-setting litigation and workforce management challenges, many retirement plan committees are asking what steps they can take to put participants on a path to creating a fully funded retirement income stream.
To address those challenges and more, a new blog post from...
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Tech Talk offers some questions one should anticipate at a plan review meeting.
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Tech Talk provides some tips for running a plan review meeting and keeping it on track.
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In MarketBeat, Ted Godbout writes about a study that suggests that while the current environment appears ripe for self-directed brokerage accounts (SDBAs) as various plan participants welcome the opportunity to select investments that reflect their values and priorities, plan sponsors should...
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The NTSA has announced the Honored Nominees for the NTSA 2022 Elite Advisor Awards.
These NTSA financial advisors have been nominated by an ARA affiliate member and/or NTSA member, submitted their application, fulfilled all responsibilities and requirements, and have been affirmed by their...
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Tech Talk discusses who should be invited to a plan review.
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Looking ahead to next year, there are a number of evolving issues and threats that defined contribution plan sponsors need to be prepared for, a new white paper suggests.
“As we turn our sights to 2022, the memories of the last two years serve as motivation to focus our efforts on continued...
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Tech Talk addresses the ways in which a plan review can be helpful.
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Institutional investors are expressing confidence in the projected market conditions of 2022, but they also think individual investors are carelessly speculating on high-risk investments.
In fact, nearly half of institutional investors expect economic growth to return to pre-COVID levels in 2022...
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