| Industry Enthusiasm, Questions About SECURE Act Timeline |
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In the near term, some of the more modest provisions of the SECURE Act will probably be the most influential, sources agree, but over time the industry impact could be profound.
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| 2019 PLANADVISER Practice Benchmarking Survey |
| Our definitive annual report on how retirement plan advisers run their practices, particularly with respect to recommending funds, providing individual advice to plan participants and serving as a fiduciary.
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| Fee Compression Hits OCIOs |
| As the number of OCIO providers grows, and clients become aware they have many options, there is greater downward pressure on the fees that OCIO providers are able to charge for their services. Competition and fee comparison relative to peers are ranked as the top challenges OCIO providers face.
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