Sponsored message from PLANADVISER |
2015 Participant Survey |
For most Americans, the retirement system seems to be working: People are generally moving in the right direction by increasing their savings amount, but PLANSPONSOR’s annual Participant Survey finds that workers participating—or not—in employer-sponsored plans still find themselves a long way from the summit.
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Providers Losing Plan Sponsor Trust |
The annual Provider Loyalty Index from Chatham Partners measures the loyalty of retirement service providers’ clients, placing sponsors on a scale from “loyal” to “favorable” to “at-risk.” Fewer plan sponsors rated their providers’ services highly this year.
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Asset Managers Don’t Trust Performance Data |
Eighty percent of asset managers say their portfolio managers do not receive investment performance numbers based on intra-day position calculations, and only 59% say their portfolio managers are able to look through to see the trades, prices, foreign exchange rates and classifications driving performance.
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Fidelity Offers Fiduciary Services |
Fidelity has launched Third-Party Fiduciary Services, a program to help retirement plan advisers and sponsors with the selection and monitoring of investments. Users have a choice of three support providers through the Fidelity program.
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