Industry Trends and Research

“Industry Trends and Research” covers significant research and trends impacting ASPPA members' practices.


 

 

Industry Trends and Research

Industry Trends and Research

By Nevin Adams 4/14/2016 • 0 Comments

A new report claims that while portability is frequently cited as an obstacle to offering a lifetime income product, portability solutions and options are available today but are not well recognized. READ MORE

By ASPPA Net Staff4/14/2016 • 0 Comments

A new survey says that 77% of Americans over the age of 40 don’t know how much they can withdraw without running out of money, though it’s hard not to see that as a conservative figure. READ MORE

By ASPPA Net Staff4/14/2016 • 0 Comments

A recent study found that the most retirement-savvy generation may be — of all things — the Millennials! READ MORE

By Amanda Iverson4/14/2016 • 0 Comments

At the Women Business Leader’s Forum (WBLF) to be held June 6-June 9 in New Orleans, speaker and author Shari Harley, MA and Certified Speaking Professional (CSP), will present an interactive session on creating a candid culture. READ MORE

By ASPPA Net Staff4/13/2016 • 0 Comments

Everyone is well aware of the need for cybersecurity and protecting the privacy of data. But there is an additional concern for retirement plan fiduciaries — they are important to fulfilling fiduciary duty. READ MORE

By ASPPA Net Staff4/12/2016 • 0 Comments

When life hands you lemons, make lemonade — and recent assessments suggest that the maxim may even apply for those who anticipate that the fiduciary rule the DOL released may create challenges.
READ MORE

By ASPPA Net Staff4/11/2016 • 0 Comments

The good news for low income workers is that they may not have the big retirement savings challenge they’ve been worried about. There is bad news, however. READ MORE

By Nevin Adams 4/8/2016 • 0 Comments

A new study suggests that if we could overcome certain behavioral tendencies, we could increase retirement savings by at least 12% — and perhaps quite a bit more. READ MORE

By ASPPA Net Staff4/5/2016 • 0 Comments

Leading benefits outsourcing provider CBIZ announced April 1 that it has acquired Philadelphia-based The Savitz Organization. READ MORE

By Nevin Adams 4/1/2016 • 0 Comments

A survey as sweeping and long-standing (26 years) as the Retirement Confidence Survey has plenty of insights to draw on — but, boiled down to its essence,here are the key points. READ MORE

By Nevin Adams4/1/2016 • 0 Comments

For all our industry’s long-standing concern about participant inertia, in times like these the inclination to “do nothing” is undoubtedly to the benefit of most participants. But some of them might be a little frustrated with the admonition. READ MORE

By ASPPA Net Staff3/31/2016 • 0 Comments

America’s 65-and-over population is projected to nearly double over the next three decades, ballooning from 48 million to 88 million by 2050 — but what will that mean for retirement? READ MORE

By Shannon Edwards3/28/2016 • 0 Comments

The ASPPA Women Business Leadership Forum (WBLF), which will be held in New Orleans June 6 through June 9, will bring together some of the best, brightest and most innovative women business owners and managers in the compliance consulting and retirement plan service industry. READ MORE

By Nevin Adams3/25/2016 • 0 Comments

I can pretty well assure you that the resilience in confidence won’t be the focus of most of the coverage of the Retirement Confidence Survey, even though the results show it. READ MORE

By ASPPA Net Staff3/25/2016 • 0 Comments

A new report asserts that today’s consumers do not want “communication,” they want personal guidance. Here are 10 capabilities the report says are being used by leading providers across the industry to create strong participant experiences. READ MORE

By ASPPA Net Staff3/25/2016 • 0 Comments

Living longer is only part of the new old age — and understanding demographics and market opportunity will help fiduciaries better meet retirees' needs, notes Joe Coughlin, Ph.D., founder and Director of the Massachusetts Institute of Technology AgeLab. READ MORE

By ASPPA Net Staff3/22/2016 • 0 Comments

Despite taking a beating during a tumultuous period in the markets, America’s retirement confidence proved to be resilient, if not its level of preparation. READ MORE

By Nevin Adams 3/18/2016 • 0 Comments

With increasing regularity, the financial services industry pumps out surveys that purport to capture America’s sense of confidence regarding its readiness for retirement, at least on a financial footing. Following is a roadmap for boosting retirement confidence. READ MORE

By ASPPA Net Staff3/18/2016 • 0 Comments

Retirement providers spend approximately one-third of their total costs on participant communication-related activities — and in recent months, a third of a shrinking budget due to significant fee compression across the industry, according to a new report. READ MORE

By ASPPA Net Staff3/17/2016 • 0 Comments

There’s still a sense of optimism among investors concerning retirement plans and savings, but it’s not as robust as it was a year ago, says a report by Wells Fargo and Gallup. READ MORE

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