Buyer’s Guide 2009

5.9% Projected Growth in DC Assets

Private-sector defined contribution (DC) will grow at an annual rate of 5.9% from 2008 to 2013, though that is a lower rate compared with previous projections based on worsening net flow forecasts, according to Cerulli Associates.

A Wise Choice?

Advisers giving advice through the PPA's fiduciary adviser provision must play by rules that still are not final

Beyond Data Mining

Recordkeeping services can feel commoditized, but the right choice demands careful consideration

Exchange Rates

ETFs continue to be touted as the next best investment for retirement plans, but they are slow to gain traction

Finding a Mate

Broker/dealers continue to add products and services to support the retirement plan adviser

The More Things Change

As fond as I am of the phrase "the more things change, the more they stay the same," I sometimes question its applicability to the retirement plan space.

Tool “Set”?

Analytics tools and approaches that can help you keep up with today's portfolios