Enough With Falling Fees |
At first, it was the recordkeepers that were being squeezed on fees and told that their services have been commoditized. More recently, this challenge has moved more into the adviser’s domain. But just in the last couple months another trend has started to emerge—of advisers standing up and saying, “No more compression. This is the fee, and we deliver tremendous value for that fee.”
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Americans Say Tax Reform Proposal Would Affect Their Savings |
Fifty-seven percent of Americans surveyed somewhat or strongly oppose reducing the maximum amount employees can defer pre-tax into a DC plan to $2,400 per year.
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Equity Returns Boost Performance for Institutional Plan Sponsors |
Public Funds gained 3.6% at the median in the second quarter, slightly ahead of Corporate Employee Retirement Income Security Act plans, at 3.2%, Northern Trust data shows.
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Time to Submit Plan Sponsor of the Year Nominations Is Running Out |
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.
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2017 PLANADVISER Retirement Plan Adviser Survey |
The 2017 PLANADVISER Retirement Plan Adviser Survey, our 11th, re-examines the factors that advisers consider when selecting these key providers, and details the companies they prefer. The next issue of PLANADVISER will include the second part of the survey, “Practice Benchmarking,” which delves into how advisers structure and run their practice.
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