Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 27th, 2016
More Assets and Fewer Staff
Average assets under advisement per independent firm started the decade at $251 million, growing to reach $339 this year. Yet average staff size is down significantly, dropping from an average of 27 staffers per firm down to 17 this year. Read more >
TDFs with Income in Mind May Need Different Asset Allocations
Comparing the asset allocations between traditional and income-oriented TDF portfolios found greater allocations to high income-generating investments, according to a Wilshire analysis. Read more >
Settlement Reached for Providence Health Church Plan Challenge
The health system agreed to pay more than $350 million to settle a lawsuit challenging its pension plan’s church plan status under ERISA. Read more >
2016 PLANADVISER Retirement Plan Adviser Survey
On the investment side, advisers may remind participants that past performance is not indicative of future results, but those professionals do not always follow that advice themselves, as short-term performance continues to be a major factor in fund selection. Read more >
The New Vesting Schedule Debate
More TDF Underperformance ERISA Lawsuits Filed
Why Are Financial Services Firms Looking to Wealth Management Leaders?
The Future of Work in the Investment Industry
The Most ‘Outrageous’ ERISA Complaints Yet Filed?
Sponsored message from Prudential
Expanding the Case for Stable Value White Paper
Expanding the Case for Stable Value – New insights into what drives decision-makers to embrace stable value funds  Read more >
Long-Term Care Insurance Solutions Lack Traction
A new analysis from Lincoln Financial Group and Zeldis Research suggests few are aware of the wide range of solutions available to help address the potential financial impact of long-term care. Read more >
DC Plans Could See More Smart Beta Approaches
Fee pressure in the DC industry is resulting in tailwinds for the expansion of the “strategic beta” asset class. Read more >
SEI and Redtail Collaborate on DOL Fiduciary Compliance Solution
A new toolkit is designed to help advisers comply with the DOL’s fiduciary rule through a number of tasks such as switching from fee- to commissioned-based investments. Read more >
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