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

DC Favored

Census data show strengthening DB to DC trends

Designation “Hitters”?

Advisers may try to use designations to boost their businesses but regulatory oversight is increasing

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

Lopsided Equation

Cerulli report says fee-based compensation increases, but revenues are down

Migrating Money

Capturing rollovers can be made easy with the help of a solutions provider

Risky Business

Lifestyle funds and allocation models remain popular with advisers

See Through

Advisers still headed for more fee transparency

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.

The Same, but Different

Although new rules may make 403(b)s more similar to 401(k)s, they are very much their own plans

Tool “Set”?

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


Articles that appeared in the Trendspotting section of the magazine