PLANSPONSOR Weekend Newsdash
Week ending June 30th, 2017
NOTE FROM THE EDITOR
Happy Friday, readers. This weekend’s mailing features the 2017 PLANADVISER DCIO Survey. Now in its sixth year of publication, the survey continues its trend of finding a steady increase in DC plan assets among the participating providers. While not representative of the entire DCIO market, the survey can be seen as a proxy for the overall direction of asset levels and allocation. Find the full results below.
Editor's choice
2017 PLANADVISER DCIO Survey
The participating investment firms provided their year-end asset levels in defined contribution plans for 2014 through 2016, as well as for the first quarter of this year. These asset levels rose an impressive $163 billion (4.6%) in just the three months from December 31, 2016, to March 31, 2017. Read more >
DCIO Industry Snapshot
Filter provider results by sales gains, adviser support capabilities, asset types and more. Read more >
2017 Top 10 DCIO Providers
BlackRock, Nuveen and State Street Global Advisers top the list in terms of assets managed. Find the full list of leading firms here. Read more >
Participating DCIO Provider Information
Find the full firm-by-firm breakdown of more than 40 participating DCIO providers. Data shown includes assets managed, top products, sales strategies, adviser capabilities and more. Read more >
MOST POPULAR STORIES
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes

It appears some last-minute amendments have largely removed controversial provisions from the Senate’s version of tax reform legislation that would have had a big impact on governmental 457 and nonprofit 403(b) plan sponsors.

Excessive Fee Suit Filed Against Multiemployer Plan

The lawsuit challenges the use of retail share classes for the plan's investment menu and revenue-sharing paid to the plan's recordkeeper.

Spouses Play Increasingly Influential Role Alongside Advisers

Advisers focused on client retention take heed—spouses are increasingly influencing retirement income planning decisions, says Hearts & Wallets research.

CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction

Plan fiduciaries are accused of breaching their duties in the design, management, operation and administration of an active large cap U.S. stock fund offered as a core menu investment option.

Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs

In their lawsuit, the plaintiffs called the Fujitsu plan one of the most expensive in the country and specifically called out the design and implementation of the plan’s custom target-date funds.

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

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

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