February 5th, 2016

Rep-as-Portfolio Manager Approach Keeps on Growing The adviser-as-portfolio manager approach to client service can be a real differentiator, but it can also hamper a firm with significant liability and serious amounts of legwork. Read more > ACA Driving a Focus on Retirement Plans An overwhelming majority of small business owners believe that the country is in the midst of a retirement crisis. At the same time, the ACA is taking away some of the recruiting value of workplace healthcare.  Read more > Beware of ‘Partial’ TDF Users Even otherwise knowledgeable users of target-date funds seem not to fully understand the diversification benefits of TDFs, leading to the harmful behavior of “partial TDF use.” Read more > Now Is the Time to Review In-Plan Income with Plan Sponsor Clients DC plan sponsors need to be educated to overcome myths and fears about including guaranteed income options in their plans—first and foremost that current regulations make it necessarily risky and complicated. It’s just not true, experts suggest.  Read more > MOST READ ARTICLES 1 Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals 2 2020 PLANADVISER National Conference 3 A New World and New Opportunities for Alpha 4 People of Color Report Limited Retirement Investments 5 CAPTRUST Acquires Retirement Planning Practice From Plante Moran Financial Advisors

Sponsored message from T. ROWE PRICE Rethink Engagement Techniques Demonstrate your value by offering participant education—efficiently and effectively.  More and more advisors are expanding their services to demonstrate their value and meet the strong demand for participant education. Read more > Stick with Equities During Market Volatility An analysis by Fidelity indicates 401(k) investors who stuck with equity allocations after the 2008 financial crisis have fared better than those who didn’t. It’s a critical lesson in the current market environment.  Read more > Americans Value Design, Utility of 401(k) Plans Nearly three-quarters of American households expressed confidence in the ability of 401(k) and other defined contribution plan accounts to help individuals meet their retirement goals, a new Investment Company Institute survey finds. Read more > Latest Investment Product and Service Launches Rocaton and Penbridge Partner for pension de-risking services, while Ascensus announces new adviser website capabilities. Read more >

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