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 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.
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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

By John Iekel7/8/2014 • 0 Comments

The Department of Labor’s Employee Benefits Security Administration has announced that its ERISA Advisory Council will be examining issues and considerations related to facilitating lifetime retirement plan participation. In explaining its rationale for doing so, it cites the recent movement of participant assets out of defined contribution and defined benefit plans, and into retirement accounts not covered by ERISA — such as IRAs or other savings accounts — or as plan distributions.  READ MORE

By John Iekel6/30/2014 • 0 Comments

In nearly half of the states, state pension benefits have changed —  often in a way that reduces them. This not only hurts retirement accounts and income, it also heightens a sense of urgency in boosting participation in 403(b)s and 457(b)s in order to bolster employees’ savings. One of the ways to do that, writes Ellie Lowder in MarketBeat, is to focus on employees’ financial literacy.  READ MORE

By John Iekel6/27/2014 • 0 Comments

Cash and securities holdings of the 100 largest public employee pension systems in the United States —   which account for 89.4 percent of domestic public pension financial activity — grew during the first quarter of 2014, according to the U.S. Census Bureau's Quarterly Survey of Public Pensions. READ MORE

By John Iekel6/25/2014 • 0 Comments

The federal government, a purveyor of regulations and legislation, has set before the 403(b) community a veritable blue plate special — and one with a long shelf life to boot. NTSA President Susan Diehl of PenServ Services, Inc., outlined what’s on that plate at NTSA’s 403(b) Summit in Washington, D.C., on June 24.

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By John Ortman6/11/2014 • 0 Comments

The Millennial generation views benefits, especially retirement plans, very differently than older generations do — a trend that will reshape key aspects of the relationships among participants, plan sponsors and advisors. In a fascinating article in the latest issue of Benefits Quarterly magazine, generational authority Neil Howe traces what it all means. READ MORE

By John Iekel6/9/2014 • 0 Comments

The federal government and U.S. workers agree that the Affordable Care Act (ACA) — a.k.a. Obamacare — will affect the timing of retirements. However, IFAwebnews reports that there’s a wide gap between what the government and many workers expect that effect to be, according to a survey conducted for MoneyRates.com. READ MORE

By John Iekel6/3/2014 • 0 Comments

Simplified investment platforms are becoming more common for 403(b) plans, and target date funds are among the most widespread investment options, according to the Plan Sponsor Council of America’s sixth annual 403(b) plan survey. The Principal Financial Group sponsored the study. READ MORE

By John Iekel5/28/2014 • 0 Comments

More often than not, employees who obtain investment advice do not follow it. And that’s among those who bother to seek it in the first place. The Employee Benefit Research Institute’s 2014 Retirement Confidence Survey suggests that advisors have some work to do in boosting plan participants’ interest and confidence in professional advice.  READ MORE

By John Iekel5/6/2014 • 0 Comments

The funded status of public- and private-sector pension plans is a classic example of bad news/good news. To wit: Some states’ pensions are in bad shape, but funding of public-sector pension plans overall is improving; corporate pensions’ funded status fell in April, but only very slightly.  READ MORE

By Fred Barstein2/22/2014 • 0 Comments

New research by EBRI indicates that the level of participation in employer-sponsored retirement plans decreased in 2012 for almost all size plans. Even participation in public sector plan decreased in 2012. READ MORE

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