PLANADVISER 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
Retirement Plan Advisers Might Help Lessen ERISA Lawsuits by Adding Defensive Provisions
Advisers can assist plan sponsors with mitigating and preventing claims for benefits and other Employee Retirement Income Security Act claims.
T. Rowe Price Agrees to Settle Proprietary Funds Lawsuit for $7 Million

The lawsuit against T. Rowe Price had accused the firm of filling its retirement investment menu with proprietary funds.

Retirement Industry People Moves

Financial Planning Association 2022 president announced; Northwestern Mutual appoints new managing director; Nationwide names retirement solutions distribution leader; and more.

Judge Dismisses Most Claims in Intel ERISA Lawsuit

The new ruling, filed in favor of the defendants, is just the latest action in what has been a long-running series of complaints and cross motions involving Intel’s retirement plan.

Employees More Concerned About Immediate, Rather Than Future, Financial Needs

However, a survey suggests engagement with financial wellness programs boosts retirement confidence.

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