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 Staff5/1/2017 • 0 Comments

In Tech Talk, Susan Diehl offers suggestions on how a school district should respond to an annuity company that wants to decide who its representative shall be, when the district already recognizes a vendor as that company’s representative. READ MORE

By Nevin Adams 4/27/2017 • 0 Comments

Unveiling President Trump’s tax reform proposal April 26, Gary Cohn, Trump’s chief economic advisor and director of the National Economic Council, said that “retirement savings will be protected.” READ MORE

By NTSA Net Staff4/20/2017 • 0 Comments

Plan sponsors believe that targeted education works — but a new survey finds that they are not acting on those convictions. READ MORE

By John Iekel4/7/2017 • 0 Comments

“I would encourage caution among policymakers when considering dramatic changes to retirement policy for tax policy purposes,” former Sen. Kent Conrad (D-ND) told a Senate committee on April 5. READ MORE

By John Iekel4/6/2017 • 0 Comments

An April 5 session of the Enrolled Actuaries meeting in Washington, D.C., cosponsored by the American Academy of Actuaries and the Conference of Consulting Actuaries, concerned the effort to address and foster employees’ financial wellness. READ MORE

By NTSA Net Staff3/30/2017 • 0 Comments

A recent blog post posits that there is a hierarchy to competing financial concerns, and understanding that hierarchy can help one to better — and more effectively — prepare for and finance retirement. READ MORE

By Nevin Adams3/27/2017 • 0 Comments

With health care reform off the table (at least for the moment), Congress will now turn to… tax reform. READ MORE

By NTSA Net Staff3/22/2017 • 0 Comments

A new tax reform proposal has surfaced that would impose a 15% tax on retirement accounts. READ MORE

By John Iekel2/28/2017 • 0 Comments

Public pension plans across the country face many challenges, to put it mildly — and among them, says a recent report, are the investment return assumptions for those plans. READ MORE

By NTSA Net Staff2/7/2017 • 0 Comments

The DOL's fiduciary rule has detractors, and President Trump has instructed the DOL to review it; however, despite the chorus of opposition the rule does have supporters. READ MORE

By John Iekel2/6/2017 • 0 Comments

The Department of Labor’s (DOL) fiduciary rule, as well as other regulations and laws that affect and govern retirement plans, were part of the discussion at the U.S. Chamber of Commerce meeting on Feb. 3. READ MORE

By John Iekel2/1/2017 • 0 Comments

There is now an “even greater opportunity” for tax reform, Senate Finance Committee Chairman Orrin Hatch (R-UT) told the U.S. Chamber of Commerce on Feb. 1, but he offered no specifics on what it may portend for retirement plans. READ MORE

By NTSA Net Staff1/31/2017 • 0 Comments

A new report cautions that, while well-intentioned, states considering mandating automatic enrollment payroll deduction IRAs are likely to hurt the workers they think they are helping. READ MORE

By Ray Harmon1/31/2017 • 0 Comments

Senate Finance Committee Chairman Orrin Hatch will speak at the U.S. Chamber of Commerce in Washington, D.C. on Feb. 1 to discuss the committee’s agenda, including efforts to change retirement provisions of the tax code. READ MORE

By NTSA Net Staff1/13/2017 • 0 Comments

MarketBeat discusses a new survey that says interest in financial wellness is growing, and that plan sponsors seek to boost tools to support that.

By NTSA Net Staff1/12/2017 • 0 Comments

Retirement investments and advice are among the examination priorities of the SEC's Office of Compliance Inspections and Examinations (OCIE) for 2017, the SEC said on Jan. 12. READ MORE

By John Iekel1/12/2017 • 0 Comments

Awareness of fiduciary status and the DOL fiduciary rule is more widespread among 403(b) plan sponsors than preparations for its effective date, according to a recent study by the Plan Sponsor Council of America (PSCA). READ MORE

By John Iekel1/9/2017 • 0 Comments

In the second of a two-part series, several experts tell us that MEPs, state plans and financial education are areas in 2017 in which the exuberance of the start of a new year will be especially pronounced. READ MORE

By Nevin Adams 1/4/2017 • 0 Comments

A new excessive fee lawsuit claims that plan fiduciaries caused plans to “pay excessive fees” and failed to “monitor and control the Plans’ escalating costs.” READ MORE

By NTSA Net Staff12/21/2016 • 0 Comments

More than half of plans with automatic enrollment use a default deferral rate more than 3%, up from 40.4% of plans in 2014, according to a new report. READ MORE

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