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2017 PLANADVISER Micro Plan Survey |
Because there are larger fees to be earned from plans with greater assets, recordkeepers and even advisers may be tempted to gravitate—and often do—toward plans with more than $5 million. But the needs of micro plans can be quite vast, as are the opportunities for a good plan adviser in this corner of the market.
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PLANADVISER Defined Contribution Investment Only (DCIO) Survey |
DCIO fund allocations have remained stable, with 50% of assets in stocks. Interestingly perhaps, considering asset-allocation funds’ prevalence in fund lineups, only 19% of DCIO assets are in such funds.
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PLANADVISER Practice Benchmarking Survey |
The 2016 PLANADVISER Practice Benchmarking Survey gives you a guidepost to see how you compare with your peers.
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PLANADVISER Recordkeeper Services Guide |
Retirement plan advisers may often find themselves in the role of matchmaker: working with a defined contribution client to determine which investments and platforms or providers are the best fit. To be in a top position to guide the client, an adviser must keep abreast of the provider community, so as to stay current on what products and services are available to suit each client’s needs.
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