| DCIIA Says Illiquid Assets ‘Manageable’ in DC Plans |
| Daily valuation and trading issues associated with illiquid asset classes do not outweigh their potential performance benefits within DC plans, an analysis finds. Which illiquid asset classes work best for DC plans?
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| Planning Linked to Adviser Trust for Affluent Investors |
| Six in 10 affluent consumers say trust in their advisers rises when they are deeply engaged in personal retirement planning, according to new research from the LIMRA Secure Retirement Institute.
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| Still Basing Communications Strategies on Age? |
| Experts convened for a retirement planning webinar suggested a DC plan participant’s age should impact the content of communications, but not necessarily the form.
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| Effects of the Fiduciary Rule |
| “I am an RIA who provides advisory services to retirement plans and participants, and to IRAs. I am not affiliated with a broker/dealer and do not have proprietary products. I understand that the Department of Labor has proposed to amend the regulation defining fiduciary investment advice. Does this proposal affect me?”
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