Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 24th, 2018

Advising Women to Take More Risk

The reason why many women are more risk averse than men when it comes to investing is, primarily, income uncertainty, says Rui Yao, associate professor at the University of Missouri in Columbia, Missouri. And women have different reasons to be uncertain, she says. “Women are more likely to be caregivers to their parents, or to raise children,” Yao says. “Men are more likely to choose occupations with income uncertainty built in, such as becoming a car salesman.” Read more >
Small Adjustment Between Fidelity and Vanguard Speaks of Fee Sea Change
News emerged Tuesday of a shift in the way Fidelity and Vanguard, two of the largest-volume providers of recordkeeping and investment products for retirement plans, work with and compensate one another—and how certain costs are ultimately charged and disclosed to participants. Read more >
Assessing the Retirement Readiness of Each Employee
“Quantifying retirement readiness involves understanding what savings employees will need to attain a secure retirement, gathering relevant financial and other data on all employees and then running the numbers to determine how each employee stacks up,” says Doron Scharf, senior vice president with Sibson. Read more >
Millennials’ Retirement Prospects Are Challenging
Many Millennials, those born between 1981 and 1999 and, thus, between the ages of 37 and 19, began their careers in a tough job market following the bursting of the dot.com bubble in 2000 and the Great Recession of 2008 and have substantial student debt, The Center for Retirement Research says.  Read more >
Managing Health Could Increase Retirement Income
A new paper shows employees who adhere to treatment plans and adopt simple healthier lifestyle behaviors can save on out-of-pocket health care costs and invest that savings to have additional income in retirement. Read more >
MOST READ ARTICLES
1
Education About Tax Treatment and Fees Could Boost 401(k) Participation
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IRS to Focus on Retirement Plan Distributions and 403(b) Plan Rules in 2019
3
How Rising Interest Rates Affect Stable Value Funds
4
Inertia Remains a Plan Sponsor Problem, Too
5
Open MEPs Could Create Many Opportunities for Advisers
Sponsored message from Ascensus
Change Management: The Value of Flexibility
The shifting retirement plan landscape offers advisers a chance to rethink the range of solutions they use with clients. Read more >
2017 Ends With Flurry of RIA M&As
According to ECHELON’s RIA M&A Deal Report, there were 41 mergers and acquisitions among registered investment advisers in the fourth quarter of 2017, up from the 35 deals in the third quarter—but lower than the 47 transactions in the first quarter and the 45 transactions in the second quarter. Read more >
PlanMember Launches PlanMember Online
PlanMember Online is a collection of public-facing websites designed to meet the needs of specific audiences. Read more >
Market Mirror
Tuesday, the Dow was down 3.79 points (0.01%) at 26,210.81, the NASDAQ gained 52.26 points (0.71%) to finish at 7,460.29, and the S&P 500 was up 6.16 points (0.22%) at 2,839.13. The Russell 2000 increased 5.54 points (0.35%) to 1,610.71, and the Wilshire 5000 closed 80.30 points (0.27%) higher at 29,472.98. The price of the 10-year Treasury note was up 9/32, decreasing its yield to 2.616%. The price of the 30-year Treasury bond increased 13/32, bringing its yield down to 2.892%.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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