PLANADVISER Weekend Newsdash
Week ending September 30th, 2016
NOTE FROM THE EDITOR
Happy Friday, readers! There can be little doubt that the retirement planning industry has reached a key inflection point. People are living longer, embracing non-traditional career paths, and investing in new ways. Advanced data technology is still only in its infancy, and clients are coming to an entirely new understanding of what is reasonable when it comes to fees and pricing. Our latest research reports offer crucial visibility into the most pressing industry trends for advisers.
Editor's choice
PLANADVISER Recordkeeper Services Guide
Depending on the adviser and the number and types of clients served, keeping up to date, especially about recordkeepers, can be a daunting task. Certain providers concentrate on one particular size client, or a specific plan type or geography, while others have areas of focus and expertise geared toward an individual client. Read more >
PLANADVISER Defined Contribution Investment Only Survey
In the first three years after debuting the PLANADVISER Defined Contribution Investment Only (DCIO) Survey, in 2012, investment managers reported fairly strong increases in assets each year. This trend changed in 2015, however, as the assets of the 38 participating DCIO investment managers remained practically flat, with an increase of just $13.9 billion (0.4%) to end the year with a total of $3.1 trillion in assets. Read more >
PLANADVISER Participant Survey
For most Americans, the road to retirement is a long and often uphill journey. Along the way, future retirees encounter a wide range of partners willing to lend support; employers, advisers, investment and service providers—even the federal government—all seek to provide guardrails that can serve to keep savers on track. Read more >
PLANADVISER Adviser Value Survey
This year, to get a better measure of the role of retirement plan specialist advisers, we also examined how results varied when a plan had an adviser serving either as a 3(38) or 3(21) fiduciary and found marked improvements—particularly with respect to plan design, oversight and evaluation. Read more >
PLANADVISER Micro-Plan Survey
Perhaps one of the most telling findings from the 2015 PLANADVISER Micro Plan Survey is the increase in the number of retirement plans that work with an adviser and have $5 million or less in plan assets. That statistic has risen considerably in the past year to 65.9%, up from 52.0%, indicating that more plan sponsors are aware of their need for guidance and are turning to advisers for help. Read more >
MOST POPULAR STORIES
Many Retirees Wish They Had Delayed Taking Social Security Benefits

MassMutual says a married couple that lives into their 90s but decides to begin their Social Security benefits at age 62 as opposed to age 70 could be leaving as much as half a million dollars on the table, or forfeiting $2,000 to $4,000 a month for life.

Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action

Besides a lengthy Finance Committee hearing discussing the popular RESA legislation, the day on Capitol Hill also brought news of the introduction of the new Retirement Security and Savings Act.

Institutional Plans See Strong Q1 2019 Returns

U.S. equities were the driver of rebounds from the 4th quarter of 2018, according to the Northern Trust Universe and the Wilshire Trust Universe Comparison Service.

RESA, RSSA, SECURE Act and More Pile Up in Congress

Sources say the SECURE Act could pass the House this month, potentially setting the stage for a reconciliation process that could bring together common elements of multiple pending bills.

Excessive Fee Suit Filed Against Greystar Management

The lawsuit accuses the sponsor of a small 401(k) plan with failing to monitor and correct excessive fees.

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

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

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