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 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

By NTSA Net Staff8/17/2016 • 0 Comments

Some who have availed themselves of adjustments the Department of Labor has made to its final fiduciary rule have found that they sounded great, but the execution leaves something to be desired. READ MORE

By NTSA Net Staff8/17/2016 • 0 Comments

Plan sponsors are often reluctant to take big steps in making plan changes — but a new participant survey finds that workers would welcome more aggressive defaults. READ MORE

By Nevin Adams 8/17/2016 • 0 Comments

The devil is often in the details in litigation — but now the “devils” find themselves in the defendant’s chair. READ MORE

By NTSA Net Staff8/16/2016 • 0 Comments

A new survey suggests that worrying about retirement is keeping many Americans awake at night — but who’s more likely to be counting sheep? Savers or Non-Savers? READ MORE

By David Levine8/16/2016 • 0 Comments

Earlier this year it appeared that ERISA litigation was going “off the rails,” and in the past week, a whole new round of lawsuits involving academic institution 403(b) plans has hit the news. READ MORE

By NTSA Net Staff8/12/2016 • 0 Comments

Running and providing for teachers’ retirement plans is a matter of facts and figures, argues a scholar at the American Enterprise Institute (AEI). READ MORE

By ASPPA Net Staff8/12/2016 • 0 Comments

Roughly three-quarters (74%) of those surveyed said they’d feel very or extremely confident making 401(k) decisions with the help of a financial professional. READ MORE

By NTSA Net Staff8/12/2016 • 0 Comments

Some consider these interesting times for advisors, as new regulations and measures arise that affect them and what they do. Michael Kitces offered his insights on the state of things for advisors in a recent interview. READ MORE

By NTSA Net Staff8/12/2016 • 0 Comments

Two new reports find a generation gap of sorts in IRAs and IRA investments. READ MORE

By NTSA Net Staff8/2/2016 • 0 Comments

There are varying predictions regarding the effects that the Department of Labor’s (DOL) fiduciary rule will have; in one recent study a majority of plan providers are optimistic about how it will affect asset retention rates. READ MORE

By NTSA Net Staff7/21/2016 • 0 Comments

According to a new report by the National Association of State Retirement Administrators, state and local governments’ contributions are now at the highest level they have been since the economy’s recent nadir. READ MORE

By ASPPA Net Staff7/20/2016 • 0 Comments

A recent report by the Defined Contribution Institutional Investment Association (DCIIA) highlights four myths about automatic enrollment. READ MORE

By NTSA Net Staff7/19/2016 • 0 Comments

Public pensions' many challenges are well-known, but a recent study suggests that all is not lost and that public pensions have more vitality than one may have thought. READ MORE

By NTSA Net Staff7/13/2016 • 0 Comments

The Great Recession had a major impact on public pensions, and its effects linger; but the lessons the recent economic unpleasantness taught may benefit them and last longer. READ MORE

By John Iekel7/7/2016 • 0 Comments

In a recent study, the Society of Human Resource Management (SHRM) reports that some aspects of employer-provided retirement benefits have grown in the last one to four years, while others have declined slightly and many have held steady. READ MORE

By ASPPA Net Staff7/5/2016 • 0 Comments

Millennials appear to be a pretty cocky bunch when it comes to investing — though they are inclined to turn to advisors for help, according to a new survey. READ MORE

By NTSA Net Staff7/5/2016 • 0 Comments

“Auto” features — enrollment and escalation, that is — have received fresh boosts in recent reports concerning private as well as public-sector employers. READ MORE

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