| 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.
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| 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.
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| 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.
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| 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.
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