Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 11th, 2016
Retirement Concerns One Unifying Factor This Election Seasons
A timely survey from Personal Capital suggests people who are registered with the Republican party are a little more likely to maintain a retirement savings account than Democrats—but both sides of the aisle have serious shortfalls to address. Read more >
Institutional Portfolios Expand Previous Quarterly Gains
Northern Trust Universe data shows the second quarter of 2016 was the third consecutive quarter of modest positive returns for institutional asset owners, with returns clocking in just shy of 2%. Read more >
Traditional Advisers Can Learn from ‘Robos’ on the Rise
Automated portfolio management platforms, or robo-advisers, are rapidly winning a sizable share of traditional advisory clients, from high-net worth retail investors to defined contribution retirement plans. Their presence in the marketplace has reached the point where traditional financial advisory firms can no longer just brush them off. Read more >
Advisers Have Opportunities to Reach Generations Saving for Retirement
Among all generations, financial advisers are considered the most valuable source of financial advice, according to a study from Principal. Read more >
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2019 Planning for DC Plan Clients
Mutual Funds Still Dominant in DCIO Channel
DCIO assets by vehicle have also remained unchanged from the year prior. A full two-thirds, 66%, of DCIO assets are in mutual funds, followed by separate accounts (18%) and collective investment trusts (16%). Read more >
Participants Reveal What Retirement Planning Help They Need
Fewer than half of participants surveyed by Charles Schwab are confident making 401(k) decisions on their own, but 74% said they would be confident making 401(k) decisions with the help of a financial professional. Read more >

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

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

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