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 Staff9/3/2015 • 0 Comments

An at least tacit understanding of the importance of saving for retirement may be a common language of the current workforce, but the three generations that compose the bulk of it — Baby Boomers, Generation X and Millennials — each speak their own dialect. READ MORE

By NTSA Net Staff9/1/2015 • 0 Comments

We may be in the cyber age, but don’t be too quick to discount the personal — at least regarding defined contribution plan education and assistance.

By NTSA Net Staff8/31/2015 • 0 Comments

A strong majority of U.S. workers are saving for retirement, but a certain percentage is not — and that segment has grown slightly recently, two studies show. READ MORE

By NTSA Net Staff8/27/2015 • 0 Comments

More than half the states have refreshed their cost-of-living adjustments (COLAs) to public-sector pension plans in the last six years. READ MORE

By NTSA Net Staff8/26/2015 • 0 Comments

Retirement plan participation is far from uniform in the Tar Heel State, especially when it comes to 403(b) plans, according to the National Bureau of Economic Research (NBER). READ MORE

By NTSA Net Staff8/19/2015 • 0 Comments

Only 22% of individuals who owned a traditional or Roth IRA took a withdrawal in 2013, a percentage largely driven by activity among individuals ages 70½ or older. READ MORE

By Mike Bushnell8/19/2015 • 0 Comments

With many American workers saying they could have saved more, and sooner, a large majority of employees support access to plans with automatic enrollment, according to new studies. READ MORE

By Fred Barstein7/31/2015 • 0 Comments

Do not-for-profit entities that have 403(b) plans care more about outcomes than for-profit firms with 401(k) plans? READ MORE

By NTSA Net Staff7/30/2015 • 0 Comments

There has been no shortage of bad news for public pension systems from coast to coast. But the U.S. Census Bureau has just released some good news — the assets of state and local public pension systems grew in 2014.

By NTSA Net Staff7/29/2015 • 0 Comments

Robo-advisors may pose a threat to human advisors, but they also offer opportunities, Kent Schutte and Robert Young suggest in the newest NTSA podcast. READ MORE

By NTSA Net Staff7/15/2015 • 0 Comments

Although traditional IRAs can be opened with either rollovers or contributions, rollovers tend to be the most common source for new traditional IRAs — and account for the vast majority of those IRA openings, according to a new report.

By Mike Bushnell7/15/2015 • 0 Comments

A study published by Northwestern Mutual reaffirms that most working Americans expect to work past age of 65, and nearly half fear that they won’t be able to retire comfortably. READ MORE

By NTSA Net Staff7/10/2015 • 0 Comments

Participant contributions and average account balances in 403(b)s grew in 2014, the Plan Sponsor Council of America (PSCA) reports in its 7th annual benchmarking survey of 403(b) plans. READ MORE

By NTSA Net Staff7/8/2015 • 0 Comments

Despite wide divergence in their fiscal conditions, the states all share long-term challenges regarding public pension benefits, says a study by George Mason University’s Mercatus Center. READ MORE

By NTSA Net Staff7/7/2015 • 0 Comments

A recent study looks at the state of things regarding certain aspects of 403(b) plans, including how the funds in those plans are invested.

By NTSA Net Staff7/1/2015 • 0 Comments

The U.S. Census Bureau in its quarterly survey of public pensions during the first quarter of 2015 reports that the earnings that public pension plans have realized, and their holdings, have changed little since the fourth quarter of 2014.

By NTSA Net Staff6/23/2015 • 0 Comments

The funded status of many public pension plans has improved, according to a recent report. But mitigating that good news is another study that suggests that lengthening lifespans will be a longer-term challenge for those plans. READ MORE

By Nevin Adams6/16/2015 • 0 Comments

A new report by the Congressional Budget Office confirms that in the years to come the U.S Treasury will receive “significant” tax revenues from retirement plan withdrawals. READ MORE

By NTSA Net Staff6/5/2015 • 0 Comments

A majority of households age 55 and older do not have retirement savings, according to a recently released study by the Government Accountability Office.

By NTSA Net Staff6/2/2015 • 0 Comments

In a June 1 NTSA podcast, John Hall, Vice President of Digital Marketing at PlanMember Services, offered his insights on the best ways for advisors to leverage the growing popularity of social media to enhance their businesses. READ MORE

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