PLANSPONSOR Weekend Newsdash
Week ending July 14th, 2017
NOTE FROM THE EDITOR
Happy Friday, readers! As we announced last week, moving forward the curated content in our roundup newsletters will be themed. The second Friday of each month, the topic is Investments. We hope you enjoy this new format and know you will find it helpful and informative.
Investing
CITs and Custom TDFs Shine in Mega Market
New research from Northern Trust finds its largest plan sponsor clients have broadly embraced collective investment trusts, and more than half now use custom TDFs. Read more >
PLANADVISER DCIO Industry Snapshot
Mutual funds continue to be the investment vehicle of choice among the 42 DCIO providers surveyed, while exchange traded funds are almost entirely avoided. Read more >
More Institutional Assets Pour Into Fewer Securities
A new analysis published by Pantheon warns that the total number of publically listed securities has dramatically declined in recent decades—challenging assumptions about maximizing diversification. Read more >
Reflections on Roth As Tax Debate Unfolds
Effectively managing income taxes over a lifetime requires a careful balance of a person’s current tax burden with the need to achieve tax diversification for the unknown future. Read more >
ESG Used To Motivate Greater Savings and Mitigate Risk
For some segments of the employee population, access to environmentally and socially conscious investment options spurs a significant bump in savings rates. Read more >
Should Inflation Be a Bigger Client Concern?
As the Federal Reserve nears its dual mandate of maximum employment and price stability, there are increasing concerns about inflation, even though they are still muted, according to a Fidelity analysis. Read more >
MOST POPULAR STORIES
Myths and Realities About Spending in Retirement

Some people are running out of money in retirement, but many are refusing to spend and are living below their means. Are they doing so out of fear, or do they just not need as much?

Vanguard Removes S&P 500 Fund From Its 401(k)

According to the firm, the Total Stock Market Index Fund, which remains in the investment menu, is the best proxy for the U.S. market.

2018 PLANADVISER National Conference
An Uncommon Argument Against Greater Savings

In a frank conversation with PLANADVISER, Andrew Biggs points to some common misconceptions about retirement income replacement among lower income groups.

More Than Half of Workers Worry About Their Financial Future

To help allay their fears, MetLife has issued the first of four white papers on financial wellness.

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

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

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