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 Staff12/22/2015 • 0 Comments

Smaller plans are frequently resource- and expertise-constrained when it comes to their workplace retirement plans, but a new survey indicates that they are less likely to do the things they should be doing — and less likely to get help from advisors to do them. READ MORE

By NTSA Net Staff12/21/2015 • 0 Comments

A new study about RIA firms looks at a variety of factors, including internal succession, who holds equity and when owners plan to exit the business. READ MORE

By NTSA Net Staff12/17/2015 • 0 Comments

It’s the time of year when Santa — and those who work with 403(b) plans — are making their end-of-year lists — and checking them twice. To that end, the lawyers at Snell & Wilmer have prepared a end-of-year “to do” list for 403(b) plans.

By NTSA Net Staff12/17/2015 • 0 Comments

Among the strongest trends of the outgoing year: growth in employee engagement in their financial wellness, use of annuities and offerings of QLACs, say two recently released studies, and next year may bring more of the same. READ MORE

By NTSA Net Staff12/4/2015 • 0 Comments

Milliman’s annual Public Pension Funding Study says that he overall funded ratio for public pension plans improved in 2014, but also includes some caveats that indicate that in both the short and long run, the picture may not be entirely rosy. READ MORE

By Andrew Remo11/30/2015 • 0 Comments

The Financial Services Roundtable recently hosted an event on Capitol Hill that amounted to a retirement counseling session for Millennials working in Congress. READ MORE

By NTSA Net Staff11/20/2015 • 0 Comments

In “Is Your Benefits Communication Reaching Your Millennial Employees?” Kellie Riccelli offers ideas on presenting and phrasing information in a way that could be helpful in boosting Millennals' participation in retirement plans. READ MORE

By NTSA Net Staff11/20/2015 • 0 Comments

A new study finds that most workers strongly disagree with the statement, “My employer is responsible for providing for my retirement.” READ MORE

By NTSA Net Staff11/5/2015 • 0 Comments

The Treasury Department has officially launched its MyRA program on a national basis, hoping to “create a savings habit that will grow,” according to Treasury Secretary Jacob Lew. READ MORE

By Ray Harmon10/28/2015 • 0 Comments

A recent panel discussion the Indexed Annuity Leadership Council (IALC) held in Washington, D.C. titled, “The State of American Retirement: Navigating the Gender Imbalance,” made a strong case for more attention being paid to better enabling women to engage in financial planning. READ MORE

By NTSA Net Staff10/15/2015 • 0 Comments

There will be no cost-of-living adjustment (COLA) for Social Security this year — a precursor of what can be expected for retirement plan contribution and benefit limits. READ MORE

By NTSA Net Staff10/9/2015 • 0 Comments

Recent reports indicate that both private and public plans’ funded status declined in September. READ MORE

By NTSA Net Staff10/8/2015 • 0 Comments

Wealth does not always equal solvency — at least as far as states’ per capita income versus how well-funded their pension obligations is concerned, according to a recent report. READ MORE

By NTSA Net Staff10/1/2015 • 0 Comments

Sen. Elizabeth Warren (D-Mass.) has expressed concerns about conflicts of interest in a study critical of the Labor Department’s fiduciary proposal — and that has forced the resignation of one of its authors. READ MORE

By NTSA Net Staff10/1/2015 • 0 Comments

Not that it needed the encouragement, but the Obama Administration got some backing for its recent initiative on state-based retirement plans from the Government Accountability Office (GAO). READ MORE

By NTSA Net Staff9/28/2015 • 0 Comments

The assets of the 100 largest U.S. public employee pension systems fell slightly from the first quarter of 2015 to the second, according to the U.S. Census Bureau. READ MORE

By NTSA Net Staff9/21/2015 • 0 Comments

IRA investments were more heavily allocated to stock equities in 2013, says “IRA Asset Allocations 2013, and Longitudinal Results, 2010-2013,” a study recently released by the Employee Benefits Research Institute (EBRI). READ MORE

By NTSA Net Staff9/17/2015 • 0 Comments

Much has been made of student loan debt repayment and also of the need to save for retirement — so what’s a millennial — or Gen Y member — to do? READ MORE

By NTSA Net Staff9/15/2015 • 0 Comments

State pension plan funds’ median annualized returns for the period July 1, 2004-June 30, 2014 were stronger than those of defined contribution plan target date funds. READ MORE

By NTSA Net Staff9/14/2015 • 0 Comments

The Department of Labor (DOL) has launched a new initiative in the communication “war” about its conflict of interest proposal. READ MORE

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