PLANADVISER Weekend Newsdash
Week ending February 5th, 2016
NOTE FROM THE EDITOR
Happy Friday PLANADVISER readers! This week’s editor’s choice kicks off with some lighter fare—a look at star quarterback Payton Manning’s own imminent retirement and the health of NFL players' pension plan. The plan, like many sponsored by private employers in the U.S., is struggling with a low funded status and other challenges. The week gone by also had plenty of news related to the DOL's forthcoming fiduciary rule and the wider regulatory and market environment marked by stubborn bouts of volatility.
Editor's choice
A Look at Retirement Benefits for NFL Players
Word is this Super Bowl will be Broncos quarterback Peyton Manning’s last game before retiring. Read more >
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 >
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 >
Institutional Investors See First Losing Year Since Financial Crisis
Institutional assets tracked by the Wilshire Trust Universe Comparison Service, saw the first negative calendar year since the financial crisis, with a median return of -0.17%. Read more >
Now Is the Time to Review In-Plan Income with Plan Sponsor Clients
IRIC finds plan sponsors that have not recently revisited an in-plan income  solution will be more inclined to do so in 2016 “since the landscape is very fluid and new solutions appear often.” Read more >
MOST POPULAR STORIES
How Many Plans Make You a DC Specialist?

Cogent Reports’ latest analysis of the DC plan adviser industry shows most advisers touching this space still manage only a handful of plans—while those with more plans are growing much faster than the average firm. 

Ascensus Maps the Pros and Cons of Advising Small DC Plans

A lot is happening to open the doors for small businesses to offer retirement plans to employees; advisers have new opportunities and challenges as a result.

IRS Announces Contribution and Benefit Limits for 2019

The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan is increased from $18,500 to $19,000.

2018 PLANADVISER Retirement Plan Adviser Survey
Majority of Americans Expect to Use a Robo Adviser

Nearly half of adults surveyed by Charles Schwab think that robo advice is the technology that will have the biggest impact on financial services.

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

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

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