PLANSPONSOR Weekend Newsdash
Week ending February 24th, 2017
NOTE FROM THE EDITOR
Happy Friday, readers! This week brought the publication of the annual PLANADVISER Micro Plan Survey, focused on those plan sponsors with less than $5 million in assets. If you aren’t interested in serving micro-plan sponsors, the data suggests you may want to think again. Taken as a whole the micro-plan market in many ways is quite large and presents a tremendous opportunity for advisers. We hope you will explore the study findings, and see other recent PLANADVISER proprietary research linked below. 
Editor's choice
2017 PLANADVISER Micro Plan Survey
Because there are larger fees to be earned from plans with greater assets, recordkeepers and even advisers may be tempted to gravitate—and often do—toward plans with more than $5 million. But the needs of micro plans can be quite vast, as are the opportunities for a good plan adviser in this corner of the market. Read more >
PLANADVISER Defined Contribution Investment Only (DCIO) Survey
DCIO fund allocations have remained stable, with 50% of assets in stocks. Interestingly perhaps, considering asset-allocation funds’ prevalence in fund lineups, only 19% of DCIO assets are in such funds. Read more >
PLANADVISER Practice Benchmarking Survey
The 2016 PLANADVISER Practice Benchmarking Survey gives you a guidepost to see how you compare with your peers. Read more >
PLANADVISER Recordkeeper Services Guide
Retirement plan advisers may often find themselves in the role of matchmaker: working with a defined contribution client to determine which investments and platforms or providers are the best fit. To be in a top position to guide the client, an adviser must keep abreast of the provider community, so as to stay current on what products and services are available to suit each client’s needs. Read more >
MOST POPULAR STORIES
2018 PLANADVISER National Conference
More Than Half of Workers Worry About Their Financial Future

To help allay their fears, MetLife has issued the first of four white papers on financial wellness.

Myths and Realities About Spending in Retirement

Some people are running out of money in retirement, but many are refusing to spend and are living below their means. Are they doing so out of fear, or do they just not need as much?

2018 PLANADVISER DCIO Survey
An overview of the top providers.
Lessons from Litigation: Process Matters Most
When it comes to fiduciary liability insurance, having the broadest possible statement of coverage is generally best; this is because it is a functional test for determining whether any given plan official or company officer is a fiduciary.

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

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

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