| DC Retirement Plan Participant Portfolio Construction Has Improved |
| At year-end 2015, about half of all Vanguard participants were solely invested in an automatic investment program—compared with just 29% at the end of 2010.
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| For Advisers and Investors Alike, Volatility is Top Concern |
| “Increasing political and economic uncertainty, both domestically and globally, creates opportunities for expert advisers to add value and underscores the importance of working with an unbiased fee-based or fee-only adviser to ensure that clients will be better off,” says Mitchell Caplan, CEO of Jefferson National.
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| Nuanced Advice Should Fill in the 401(k) Decumulation Weakness |
| Until 401(k) plan sponsors are more comfortable offering in-plan retirement income products, the industry must find solutions to deliver nuanced advice around retirement income to low-balance investors, Cerulli says.
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| 2016 PLANADVISER Adviser Value Survey |
| This year, to get a better measure of the role of retirement plan specialist advisers, we also examined how results varied when a plan had an adviser serving either as a 3(38) or 3(21) fiduciary and found marked improvements—particularly with respect to plan design, oversight and evaluation.
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