Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 31st, 2017
2017 PLANSONSOR Target-Date Fund Buyer's Guide
The data submitted this year for the Target-Date Fund Buyer’s Guide, compiled by sister publication PLANSPONSOR, reinforces trends seen when first compiling this guide, in 2015. One was that asset managers are deeply committed to target-date fund solutions, as indicated by an exceptionally high research participation rate—74 products—which encompasses 99% of the total TDF marketplace by assets. Second, target-date funds, and their managers, continue to evolve their thinking and underlying allocations. Read more >
Growth in TDF Market Underscores Proprietary Product Debate
The drivers behind a target-date manager offering open architecture most commonly include the belief that participants benefit from asset manager diversification and the need to outsource allocations to access best-in-class strategies, Cerulli reports. Read more >
Most Americans Lack Confidence in Retirement Savings
Fewer than one-third of Americans have $100,000 or more saved for retirement, an IALC survey finds. Read more >
NEPC Recommends Investment Strategies for Pensions in a Low-Return Environment
NEPC suggests several ways that pension plans can boost returns, starting with investing in Treasury Separate Trading of Registered Interest and Principal of Securities, or STRIPS. “Capital-efficient instruments, such as STRIPS, allow investors to achieve long duration with a relatively low amount of assets compared to a traditional long-bond approach,” NEPC says. Read more >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity
AARP Finds Major Gap Between Retirement Goals and Preparedness
When Advisers Tout Their Own Services
Get the information you need concerning the ways the DOL fiduciary rule reforms affect self- and peer-promotion. Read more >
Keeping Them Happy
Being proactive helps keep sponsors happy with their adviser. Between sponsor meetings, Michael Clark asks his customer relationship manager for a list of clients he has not personally contacted in the past 90 days. “Then I reach out to them and say, ‘I just want to check in and see if there’s anything more you need from us,’” says Clark, a financial adviser at Keiron Partners in Orlando, Florida. For larger clients, with a plan committee, he usually sends a group email. Read more >
2017 PLANADVISER Retirement Plan Adviser Survey
When choosing recordkeepers and investment managers, advisers focus on their preferred firms. Read more >
2018 PLANSPONSOR Plan Sponsor of the Year Nominations Due Nov. 6
Nominating a plan sponsor client is a great way to show appreciation and highlight important best practices that are improving outcomes for defined contribution and pension plan participants. Nominations for all types of retirement plans will be considered, so don’t delay. Read more >
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