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 Nevin Adams12/20/2016 • 0 Comments

The plaintiffs in the only excessive fee suit to reach the Supreme Court will get another chance to make their case. READ MORE

By NTSA Net Staff12/8/2016 • 0 Comments

A recent report looks at what a sampling of 403(b) plans offered in 2016. READ MORE

By John Iekel12/7/2016 • 0 Comments

A new study discusses inconsistencies entailed in providing services to governmental retirement plans as well as the antidote to that and to lackluster participation and deferral rates. READ MORE

By NTSA Net Staff11/14/2016 • 0 Comments

A recent article takes a look at some of the key challenges retirees face and their impact on retirement benefits. READ MORE

By NTSA Net Staff11/3/2016 • 0 Comments

A recent report suggests ways that 403(b) plans can make sure they are properly executing their fiduciary responsibilities in light of recent litigation over the way universities run their 403(b) plans. READ MORE

By NTSA Net Staff11/2/2016 • 0 Comments

ERISA attorney Fred Reish takes a look at a “new” concern that’s not so new: reasonable compensation for advice to IRAs. READ MORE

By NTSA Net Staff10/27/2016 • 0 Comments

As implementation of the Department of Labor’s (DOL) fiduciary rule nears, two broker-dealers have decided to continue to charge commissions for their retirement account services. READ MORE

By NTSA Net Staff10/26/2016 • 0 Comments

Cyber security is a growing concern. Is it part of your annual vendor review process? READ MORE

By NTSA Net Staff10/12/2016 • 0 Comments

State pension plans’ unfunded liabilities are on track to grow to $1.75 trillion, says Moody’s Investors Service, which said on Oct. 7 that it expects state public pensions to grow by 40% to that amount through fiscal 2017. READ MORE

By ASPPA Net Staff10/6/2016 • 0 Comments

Labor force participation rates among college-educated women age 60-64 grew in the first decade of the 21st Century; a recent study looks at that finding as well as how pensions help explain it. READ MORE

By NTSA Net Staff10/6/2016 • 0 Comments

Current providers have something of an inside track, but they’re not the most popular reason for selecting a rollover IRA destination. READ MORE

By NTSA Net Staff9/26/2016 • 0 Comments

A new report claims that by 2020, the DOL’s new fiduciary rule will result in a $2 trillion asset shift and roughly $20 billion in lost revenue. But there are winners as well as losers. READ MORE

By NTSA Net Staff9/19/2016 • 0 Comments

It can be really hard to make a prediction that comes true. Just ask pollsters and meteorologists. And that principle holds true regarding returns on retirement accounts and investments. READ MORE

By John Iekel8/30/2016 • 0 Comments

A network in Arizona has found a way to increase financial literacy, employee participation in retirement plans and employer action to boost options available to employees all at once. READ MORE

By NTSA Net Staff8/26/2016 • 0 Comments

A new report finds a nice improvement in public pension plan funding in fiscal 2014 — but cautions that things may have slipped since. READ MORE

By Nevin Adams 8/26/2016 • 0 Comments

A new study looks at the benefits of both — and calls into question the conventional wisdom on who benefits most, and how participants should approach those options. READ MORE

By NTSA Net Staff8/23/2016 • 0 Comments

An annual survey of 403(b) plans finds a growing, though still modest, focus on participant outcomes. READ MORE

By NTSA Net Staff8/17/2016 • 0 Comments

A recent report on retirement saving and consumer attitudes toward it contains good news, but also provides fresh proof of changes in the retirement sphere as well as challenges to be faced. READ MORE

By Nevin Adams8/17/2016 • 0 Comments

Another lawsuit has been filed against a multibillion-dollar university retirement plan — but it’s not their 403(b) plan — and the law firm of Schlichter, Bogard & Denton isn’t involved. READ MORE

By Nevin Adams 8/17/2016 • 0 Comments

It’s been not quite 10 years since St. Louis-based law firm of Schlichter, Bogard & Denton launched about a dozen “excessive fee” lawsuits; in the years since then the firm has sharpened their pencils, and their criticism. READ MORE

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