| What Does 'Self-Service' Mean to Investors? |
| Many investors categorized by advisory firms and investment managers as “self-directed” still frequently look to their providers for guidance, according to the J.D. Power 2016 U.S. Self-Directed Investor Study.
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| Funding a Top Focus of DB Plan Sponsors |
| While they work to fund their plans, however, uncertainties make it more difficult to calculate liabilities and returns over the long term.
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| Consider Borrowing to Fund for DB Clients |
| Borrowing to fund pension deficits provides plan sponsors with a way to replace variable and potentially volatile debt obligation with a known, certain amount of debt at a fixed funding cost, says Rohit Mathur from Prudential.
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| Taking the Pulse of Top-Performing DC Advisers |
| The strongest-performing advisers are leading the way on aggressive plan design, embracing re-enrollment, stretching the match and making sure plans work for participants as they’re designed to.
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