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 >
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Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
2020 PLANADVISER National Conference
A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
$10M NRECA Settlement Agreement Includes Administrative Changes

In addition to a $10 million payment to a settlement fund, the agreement calls for fee reviews and analyses to occur on at least a triannual basis.

More Sutter Health 403(b) Plan Participants Challenge Plan Investments

As in a lawsuit filed in July, the plaintiffs in the recent case challenge the use of an actively managed TDF suite over an index suite.

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