Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 3rd, 2017
More Advisers May Be Forced to Use Model Portfolios
Most executives interviewed by Cerulli believe that home-office discretion will increase as “underperforming advisers are identified and persuaded to use portfolios created by the headquarters consulting group.” Read more >
Educating Participants About the Dangers of Taking Out a 401(k) Loan
It is critical for plan sponsors and advisers to educate participants about the consequences of taking out a loan, warns Julie Stich, with the International Foundation of Employee Benefit Plans. “They need to keep the money in their plan to build up money over time through contributions and the compounding of investment returns.” Read more >
401(k) Participant Transfers Favored Equities in May and June
However, according to the Alight Solutions 401(k) Index, formerly the Aon Hewitt 401(k) Index, trading activity for the months was the lowest for the year. Read more >
DC Plans Riding High on the Equity Markets
Both IRAs and 401(k) plans are up nicely compared with this time last year. The average IRA today has $100,200 invested, up from $89,600 last year and $73,100 five years ago, while the average 401(k) holds $97,700, up from $89,100 last year and $73,300 five years ago. Read more >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity
AARP Finds Major Gap Between Retirement Goals and Preparedness
Now in its sixth year of publication, the PLANADVISER Defined Contribution Investment Only (DCIO) Survey continues its trend of finding a steady increase in DC plan assets among the survey’s 41 participating providers. Read more >
SEC Weighs In On ‘Robo-Advisers’
SEC suggests that human involvement in an advisory program may aid in Advisers Act compliance because a representative of the firm would be available to explain the more complicated aspects of required disclosure and to answer related questions. Read more >
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