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| Retirement Plan Participants Need More Familiarity With Investment Fees |
| Even among participants who said they were very familiar with their plan’s fees, 33% hadn’t read any fee disclosures in the past year, according to research from The Pew Charitable Trusts.
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| Results From Use of Auto Portability Product Released |
| Spencer Williams, from Retirement Clearinghouse, says the findings show the potential to preserve trillions of future retirement savings dollars for retirement plan participants through the widespread adoption of auto portability.
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| Reflections on Roth As Tax Debate Unfolds |
| The J.P. Morgan Guide to Retirement is a major annual project for the retirement strategy and investing team at J.P. Morgan Asset Management. This year the guide includes an extensive analysis of the Roth 401(k) retirement savings vehicle. Readers will surely know the basics about Roth retirement savings—but the guide lays out just how complex the task of actually analyzing an individual workers’ long-term tax picture can be.
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| 2017 PLANADVISER Adviser Value Survey |
| According to the 2017 PLANADVISER Adviser Value Survey, plans overseen by advisers are often better off. This is particularly evident when it comes to plan design and oversight—such as the use of automatic features, an investment policy statement and quarterly investment reviews. The adviser can point out years of experience using successful elements of retirement plans and, thereby, reassure sponsor clients to step up to the plate and make the right, and sometimes brave, decisions for their plan.
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