Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 6th, 2018
CRR Makes Recommendations for Improving Retirement System
In a letter to the Department of Labor, researchers for the Center of Retirement Research at Boston College make policy recommendations to address defined contribution plan portability and access, among other things. Read more >
TDF Investor Behavior Improves, But Allocation Mistakes Remain Common
Looking ahead, Vanguard researchers estimate that 77% of participants on the firm’s recordkeeping platform will be invested in a single TDF by 2022. Read more >
Working Down-Market
Sixty-nine percent of micro plan sponsors—those with under $5 million in assets—utilize an adviser, according to the 2018 PLANADVISER Micro Plan Survey. For advisers interested in cultivating that space, there are several key ways to make it work. Read more >
Advisers Continue to Select ETFs as Preferred Investment Vehicle
Exchange-traded funds are continuing their momentum of popularity as the tool wins its fourth consecutive year as the top investment vehicle among advisers, a new survey by the Financial Planning Association, the Journal or Financial Planning, and FPA Research and Practice Institute reveals. Read more >
MOST READ ARTICLES
1
Fidelity Faces a Myriad of Allegations in New ERISA Lawsuit
2
Education About Tax Treatment and Fees Could Boost 401(k) Participation
3
AARP Launches Social Security Resource Center
4
Open MEPs Could Create Many Opportunities for Advisers
5
Retirement Industry People Moves
Sponsored message from Natixis
Targeting a better world
Looking for ways to address the retirement savings drought? Meeting the demand to better align investments and values may help. Natixis Sustainable Future Funds℠ — the first ESG-driven target date mutual funds. Read more >
HSA Opportunities Abound
Even if the health savings accounts are not the most lucrative business to pursue on their own, offering advice about them and health care costs, experts agree, can be a tremendous value add that boosts client loyalty. Read more >
Most Recordkeepers Are Insurers
Pure recordkeepers were more likely to provide services for smaller or larger 401(k) plans, but less so for midsize plans in 2015. Overall, pure recordkeepers served 9.5% of plans, but that fell from 16.8% of plans with $1 million to $10 million in assets to 2.2% of plans with more than $100 million through $250 million.  Read more >
Market Mirror
Tuesday, the Dow decreased 13.71 points (0.06%) to 24,799.98, the NASDAQ closed 31.40 points (0.41%) higher at 7,637.86, and the S&P 500 was up 1.93 points (0.07%) at 2,748.80. The Russell 2000 gained 11.25 points (0.68%) to finish at 1,664.63, and the Wilshire 5000 increased 46.46 points (0.16%) to 28,700.72. The price of the 10-year Treasury note increased 7/32, bringing its yield down to 2.919%. The price of the 30-year Treasury bond was up 4/32, decreasing its yield to 3.080%.

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

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

Subscribe to Adviserdash, click here .

To unsubscribe, click here.

BrightScope / CIO / FWW / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund