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
T. Rowe Price Agrees to Settle Proprietary Funds Lawsuit for $7 Million

The lawsuit against T. Rowe Price had accused the firm of filling its retirement investment menu with proprietary funds.

Retirement Plan Advisers Might Help Lessen ERISA Lawsuits by Adding Defensive Provisions
Advisers can assist plan sponsors with mitigating and preventing claims for benefits and other Employee Retirement Income Security Act claims.
Another Stressed Union Pension to Get PBGC Support

The plan was projected to run out of money at some point this year, but the special financial assistance from PBGC should prevent this outcome.

Millennial Home Ownership Crippled by Student Debt

Student debt has put those in the Millennial generation at a disadvantage when it comes to turning their education into wealth, particularly in the form of home ownership.

PPL Corp. and Mass Brigham General Face ERISA Lawsuits

Imprudent investments and excessive fees were themes of lawsuits filed last week against retirement plan fiduciaries.

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