Happy Friday, readers! Featured in this week’s mailing are timely articles and research on the broad topic of Investing. We encourage you to examine in detail the findings from our 2017 PLANADVISER DCIO Survey, as well as our latest analysis of Roth tax accounts, Treasury performance compared with equity indices, the risks hidden in aggressive fixed-income allocations, and other helpful topics.
A researcher from Arizona State University describes some surprising research findings that show many long-term equity investments fail to outperform short-term Treasuries.
Read more >
Experts with Charles Schwab warn that a decade of generally stable credit markets has some investors feeling a false sense of security about “stretching for yield” within near retirees’ target-date funds.
Read more >
The transition period, from five years before retirement to five years after, is the most critical phase of lifecycle investing—and potentially the most difficult to manage with a standard TDF glide path.
Read more >
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 >
Findings from a Capital One survey about why employees do not participate in their employer-sponsored retirement plan offers opportunities for education, according to Stuart Robertson.
The language of “inertia” and “disengagement” are often used to describe the natural state of retirement plan participants, but new research from Wells Fargo suggests plan sponsors are also prone to settling with the status quo.
Should Congress or federal regulators eliminate the common nexus and bad apple rules that have held back open multiple employer plans, experts anticipate many more small businesses will jump in.
