PLANADVISER 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
What Is a DOL Adviser Investigation Like?
The number of Department of Labor investigations of financial advisers has steadily increased over the years; here is a primer on the DOL’s sources of authority, and what to expect when examiners come knocking.
2019 PLANADVISER Micro Plan Survey
Our annual gathering of data on plans with less than $5 million in assets points to a promising market for advisers
TOP 100 Retirement Plan Advisers
Noteworthy retirement plan specialists, based on number of plans and total assets under advisement.
Debt Weighs Heavily on Millennials

They may be grappling with debt for decades to come, according to Nationwide Advisory Solutions.

Americans Worry About Running Out of Money in Retirement

CPA financial planners say Americans are also concerned about maintaining their lifestyle and not being able to meet rising health care costs.

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

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

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