PLANSPONSOR Weekend Newsdash
Week ending September 8th, 2017
NOTE FROM THE EDITOR
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. 
Editor's choice
Roth Tax Treatment Remains a Mystery for Many
Survey data covering some 1,000 plan participants shows Roth savings features remain poorly understood and underutilized. Read more >
Academic Paper Finds Treasuries Outperform Many Equity Investments
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 >
False Sense of Security Surrounds Active Fixed-Income Allocations
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 >
Corporate Funds Posted Highest Returns Among Institutional Investors in Q2 2017
Corporate funds saw a quarterly gain of 3.13%, compared to a median return of 2.88% for all plan types, according to the Wilshire TUCS. Read more >
A Decade After PPA and the QDIA Debate Continues
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 >
2017 PLANADVISER DCIO Survey
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 >
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?

2018 PLANADVISER National Conference
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.

2018 PLANADVISER DCIO Survey
An overview of the top providers.
Retirement Industry People Moves

Voya Adds Account Executive for Large Corporate Market Business; Stadion Appoints Vice President of Business Development; OneAmerica Hires Client Relationship Executives; and more.

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

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

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