PLANADVISER Weekend Newsdash
Week ending November 10th, 2017
NOTE FROM THE EDITOR
Happy Friday, readers! This weekend’s mailing looks away from the tax reform and fiduciary rule headlines to examine the broad topic of DC plan investing. Below you will find timely articles and research about conducting regular risk assessments, making the choice between proprietary versus open-architecture product, and guiding clients through the IRA rollover process. We hope you share some of what you learn with a colleague. 
Investing
Market Highs Reinforce Importance of Risk Reviews
LPL’s senior market strategist highlights an interesting upcoming equity market performance record—the S&P 500 going 33 consecutive sessions without a 0.5% daily decline. Read more >
Investors Who Held Steady After the Great Recession Have Been Rewarded
However, Fidelity Investments found that 25% of investors have switched to more conservative investments since 2007. 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 >
Reputation Rather than Fees Drives Most IRA-to-IRA Transfers
Firms focusing heavily on promoting low-cost products without considering clients’ preferences for premium service and a stable, trusted brand may fall behind, according to a study by LIMRA. Read more >
Measuring Retirement Income Adequacy Not an Exact Science
Researchers have developed diverse approaches for quantifying the adequacy of retirement income, focusing on different groups of retirees and employing different definitions of income and adequacy, a CBO report notes. Read more >
2017 PLANADVISER DCIO Survey
Now in its sixth year of publication, the PLANADVISER Defined Contribution Investment Only Survey continues its trend of finding a steady increase in DC plan assets among the survey’s 41 participating providers. Read more >
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Bill Beardsley Exits LPL Retirement Partners Business

At the end of the day there just aren’t all that many people working on retirement plans, so it is only natural that firms will compete for and trade talent.

Rethinking Retirement Plans
A Flexible Approach to Providing Lifetime Income
Debt Needs to Be Addressed in Financial Wellness Programs

A Fidelity survey has found a link between employee debt and productivity and health issues.

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

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

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