Industry Trends and Research

Industry Trends and Research covers significant research and trends affecting the advisor-sold retirement market. Overarching issues and major research initiatives are reviewed, posted and discussed by thought-leading institutions and industry publications.

 

 

 

By Ted Godbout3/15/2018 • 0 Comments

While the majority of HSA account holders are spenders, a new report indicates a potential shift in the saver/spender trend, as more employees express concern with health care costs in retirement. READ MORE

By NTSA Net Staff2/27/2018 • 0 Comments

In MarketBeat, John Iekel provides a look at a panel at the recent NTSA Summit that discussed providing school employees with access to retirement plans. READ MORE

By Richard Ford2/21/2018 • 0 Comments

In a 2017 report, a survey of 1,600 workers found that 53% are feeling financial stress, which results in negative impacts that impose costs on employers because of its effects on employees. READ MORE

By Ted Godbout1/12/2018 • 0 Comments

Individual retirement accounts generally show consistent growth, but differences do arise when comparing data samples, according to a new report from EBRI. READ MORE

By John Iekel 1/11/2018 • 0 Comments

A recent white paper discusses the Tax Cuts and Jobs Act of 2017 and its possible effects, such as those on retirement plans — including 403(b)s and 457s. READ MORE

By John Iekel 1/2/2018 • 0 Comments

The Center for State and Local Government Excellence has gazed into its crystal ball and reflects on trends to watch in 2018 regarding state and local governments’ retirement plans. READ MORE

By NTSA Net Staff12/20/2017 • 0 Comments

In MarketBeat, Nevin Adams discusses the gaps between retirement needs and saving habits. READ MORE

By John Iekel 12/20/2017 • 0 Comments

A stolen identity, a few clicks, and there it is — a handsome retirement plan balance, ripe for the picking. A recent blog entry,and the IRS, offer some ideas on how to protect retirement plans from identity theft. READ MORE

By John Iekel 12/20/2017 • 0 Comments

IRAs play an increasingly large and important role in bolstering retirement readiness, says a recent analysis — and rollovers are a critical part of that vitality. READ MORE

By NTSA Net Staff12/12/2017 • 0 Comments

In MarketBeat, John Iekel discusses a blog entry and IRS ideas on how to protect retirement plans and balances from cyber attacks and criminals. READ MORE

By John Iekel 12/11/2017 • 0 Comments

How are 403(b)s doing? Two recent studies offer a look at how sizable and significant a role 403(b)s have. READ MORE

By NTSA Net Staff12/5/2017 • 0 Comments

At the NTSA Summit (Jan. 23-25) you can hear from American icon Apollo 13 Astronaut Fred Haise on how competence, perseverance and leadership assure ultimate victory under any circumstances. READ MORE

By NTSA Net Staff12/4/2017 • 0 Comments

In MarketBeat, Nevin Adams discusses four retirement savings benchmarks that workers use more often than we’d perhaps like to admit. READ MORE

By John Iekel12/4/2017 • 0 Comments

Are any of your 403(b)'s assets invested in proprietary funds? If so, says a recent blog entry, you are not alone — and it is possible to blunt potential criticism about that. READ MORE

By NTSA Net Staff11/28/2017 • 0 Comments

Yes, the holidays are upon us — but there’s no time like the present to get a head start on 2018 at the NTSA Summit! READ MORE

By NTSA Net Staff11/20/2017 • 0 Comments

MarketBeat takes a look at how auto enrollment may be not only a boon, but also problematic. READ MORE

By Ted Godbout11/20/2017 • 0 Comments

If at first you don’t succeed, try, try again seems to be the motto used in a new class action lawsuit filed against New York University alleging breach of fiduciary duties for excessive plan fees in the school’s retirement plans. READ MORE

By NTSA Net Staff11/14/2017 • 0 Comments

In MarketBeat, Nevin Adams discusses the research of Nobel Prize winning Professor Richard Thaler and how it relates to saving for retirement. READ MORE

By John Iekel11/13/2017 • 0 Comments

The universe of ways retirement plan participants can obtain information keeps expanding. But multiplicity of format does not necessarily translate to better-informed participants, points out a recent blog entry. READ MORE

By NTSA Net Staff10/31/2017 • 0 Comments

On Nov. 1, the House GOP is expected to release its tax reform proposal. Find out what you need to know and how to prepare for changes that could be coming at the newly redesigned NTSA Summit. READ MORE

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