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.




Industry Trends & Research

By NTSA Net Staff5/28/2015 • 0 Comments

Funds in 403(b)s were invested more heavily in fixed annuities than in any other kind of investment in 2014, according to the Spectrem Group, a financial analysis firm. READ MORE

By NTSA Net Staff5/12/2015 • 0 Comments

Standard & Poors has put Illinois on credit watch in the wake of the state Supreme Court overturning the state's pension reform law. READ MORE

By NTSA Net Staff4/29/2015 • 0 Comments

A recent Federal Reserve report says that state and local governments are increasingly turning to DC plans. READ MORE

By NTSA Net Staff4/14/2015 • 0 Comments

A recent study suggests that longevity may not have as severe an effect on state and local governments’ pension plans as you might think.

By NTSA Net Staff4/2/2015 • 0 Comments

Total U.S. retirement plan assets were $24.7 trillion as of Dec. 31, 2014, with DC plan and public-sector DB plan assets showing stronger growth than IRAs. READ MORE

By NTSA Net Staff3/16/2015 • 0 Comments

Americans strongly believe in and support saving for retirement, but that doesn’t necessarily mean that they’re saving as much as they are projected to need in order to be financially ready for retirement, two recent studies indicate.

By John Iekel3/12/2015 • 0 Comments

Most states are making a good faith effort to meet their annual required contributions to their state pension systems, concludes the National Association of State Retirement in a recent study.

By John Iekel3/11/2015 • 0 Comments

Michigan’s state employee retirement plan could be paying out a sizable chunk more in benefits four years from now. READ MORE

By NTSA Net Staff3/9/2015 • 0 Comments

Retirees will need an average of $2.5 million to maintain the same quality of life in retirement, according to a recent Legg Mason survey READ MORE

By NTSA Net Staff3/3/2015 • 0 Comments

Public pension plans had a good month in February, according to BNY Mellon Investment and Strategy Group. READ MORE

By NTSA Net Staff3/2/2015 • 0 Comments

New York City Public Advocate Letitia James on Feb. 26 introduced legislation creating a commission of experts to study the establishment of a pension fund for private sector workers in New York City.

By NTSA Net Staff2/23/2015 • 0 Comments

What kind of retirement plan is available to private and public employees and how many assets are available in them continues to vary, according to a recent report.

By John Ortman1/7/2015 • 0 Comments

The popularity of annuities featuring guaranteed minimum income benefit riders, or GMIBs, tends to surge following market downturns but during market advances, buyer’s remorse can set in. Integrity Wealth Management’s Mike Patton In a recent ThinkAdvisor post looks at how annuities with GMIBs work. READ MORE

By NTSA Net Staff12/30/2014 • 0 Comments

A majority of Virginia registered voters age 45 and older support a state retirement savings plan, according to a recent survey; part of the explanation may be the finding that many Virginians approaching retirement age do not feel confident about their retirement readiness.

By NTSA Net Staff12/19/2014 • 0 Comments

Most employers sponsoring defined contribution plans — including 403(b) plans — that Towers Watson spoke to in its 2014 North American Defined Contribution Plan Sponsor Survey said they plan to do more to educate and inform employees in order to heighten employees’ knowledge about retirement planning and their readiness. READ MORE

By NTSA Net Staff12/17/2014 • 0 Comments

Many 403(b) plan sponsors actively recognize their responsibility for encouraging participants to save for their retirement, but there is room for improvement, according to a new Plan Sponsor Council of America study, “Attitudes Towards Retirement Readiness in 403(b) Plans.” READ MORE

By NTSA Net Staff12/15/2014 • 0 Comments

Top-heavy testing, fiduciary liability, minimum participation standards, non-discrimination testing, contribution limits...the best — and the worst — of ERISA. Here's your chance to weigh in! READ MORE

By NTSA Net Staff12/12/2014 • 0 Comments

While retirement savings grew to one third (33.7%) of all household investable assets at $13.9 trillion, retirement assets of consumers age 65 to 74 surged from $2.3 trillion to a new high of $3.5 trillion, and now constitute a quarter of total retirement assets, according to a new report. READ MORE

By John Iekel11/10/2014 • 0 Comments

The Government Accountability Office in a recent report has highlighted one of the ways public- and private-sector deferred benefit plans differ — valuation. “Pension Plan Valuation: Views on Using Multiple Measures to Offer a More Complete Financial Picture” outlines and discusses these differences and their implications.

By NTSA Net Staff11/10/2014 • 0 Comments

Fewer defined contribution plan participants changed their asset allocations in the first half of 2014 than did so in 2013, according to a new report by the Investment Company Institute. The report includes 403(b)s in its definition of DC plans, and it includes annuities held by 403(b)s in its statistics concerning annuities. READ MORE

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