PLANADVISER 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
Proposed Hardship Withdrawal Amended Regulations Issued by IRS

Under the proposed regulations, 401(k) plan sponsors could choose to make additional accounts available for hardship withdrawals.

Ascensus Maps the Pros and Cons of Advising Small DC Plans

A lot is happening to open the doors for small businesses to offer retirement plans to employees; advisers have new opportunities and challenges as a result.

Debt Hampers Retirement Saving for Those Closest to Retirement

Fifty-five percent of Baby Boomers say they would save more for retirement if they could pay off their debt, GOBankingRates found in a survey.

SEC Investor Advisory Committee Calls for Stronger Best Interest Regulations

The committee says the SEC should explicitly explain that Regulation Best Interest is a fiduciary duty shared equally by advisers and broker/dealer to act in their customers’ best interest.

How to Explain CITs to Sponsors
In this day of hyper-litigation, these low-cost funds deserve a closer look

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

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

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