September 14th, 2015

GAO Identifies Reasons Most Plan Sponsors Use TDFs as QDIA Stakeholders stated that plan sponsors generally selected custom TDFs because the products provide a more hands-on approach to investment management, and a greater chance to match the glide path with participant demographics.  Read more > Fiduciary Duty and the ESG Catch 22 Opponents of the ESG philosophy have strived to define it as a privation—as the sacrifice of lucrative energy and oil company stocks because of moral discomfort. A rational ethical scheme, perhaps, but not a system that is financially sound. Read more > Rainmakers, Support Hogs and Other Adviser Types A new study from kasina, “What Advisors Do Online: Implications of Segmentation on Digital Engagement,” leverages previous research that identified five adviser segments: Order Takers, Rainmakers, Self-Sufficients, Support Hogs and Technophiles. Each group seems to operate differently in some important ways when working online. Read more > GRP Advisor Alliance Adds Six Firms Six advisory firms representing $10 billion in retirement plan assets have joined GRP Advisor Alliance. The expansion follows June’s addition of four advisers on the heels of its sale to the adviser group.  Read more > MOST READ ARTICLES

Sponsored message from PLANADVISER and Invesco Think Active Can't Outperform? Think Again Join us Tuesday, September 15, 2015, at 12:00 p.m. EST for an informative webcast on the opportunities presented by a well-constructed portfolio that spans asset classes and considers truly active, fundamental strategies, as well as systematic approaches that go beyond market-cap-weighted benchmarks. Follow the link to register.  Read more > PLANADVISER Top 100 Advisers – Profile of the Day Retirement Benefits Group was founded by retirement plan consultants and former members of National Retirement Partners, a broker/dealer acquired by LPL Financial in 2010. RBG is built on a foundation of providing the highest level of guidance and deliverables so that each and every participant is afforded the resources and opportunity to retire with financial dignity. Read more > Got Books? Take our survey and find out what your 401(k) peers are reading—next week, we’ll have book recommendations from Bob Doll, Ed Murphy and Jim MacDonald, among others. Read more > Robo-Adviser Offers Integrated Recordkeeping and Advice Platform Betterment founder and CEO Jon Stein tells PLANADVISER Betterment for Business is the only full-service platform providing recordkeeping and automated advice. Read more > Assessing SEC’s ReTIRE Initiative On June 22, the SEC’s Office of Compliance Inspections and Examinations announced the multi-year Retirement-Targeted Industry Reviews and Examinations Initiative, known as “ReTIRE” for short. PLANADVISER columnist David Kaleda, principal in the Fiduciary Responsibility practice group at the Groom Law Group, explains what you should know about ReTIRE.  Read more > Retirement Industry People Moves The week’s people moves include a series of promotions in the Index funds division at LGIMA. Read more >

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