December 24th, 2019

Each year, PLANADVISER Magazine conducts a series of proprietary research studies examining different aspects of the retirement plan industry. Our team compiles detailed, interactive reports summarizing the findings. Collected below are our 2019 reports, which we hope you enjoy and share with a client or colleague. 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. Read more > 2019 PLANADVISER Retirement Plan Adviser Survey The 2019 PLANADVISER Retirement Plan Adviser Survey, our 12th such survey, explores the many factors that advisers consider when selecting investments and recordkeepers. It also reveals which companies they like to work with and think excel in services. Read more > MOST READ ARTICLES 1 2023 Retirement Plan Adviser of the Year Finalists 2 Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business 3 With SECURE 2.0, the Cash Balance DB Plan May Be Back 4 Complying With the Custody Rule and the New Custody Proposal 5 Biden’s First Veto Keeps DOL’s ESG Rule in Place

Sponsored message from T. Rowe Price Target Date Investing: Going Beyond the Numbers Click here to watch the video.  Read more > 2019 PLANADVISER Recordkeeper Services Survey For several years, recordkeepers have used behavioral finance to give plan participants a personalized experience. Increasingly, they are adding data analytics, artificial intelligence (AI) and machine learning to their efforts, the combined effect leading participants to make better decisions to improve their retirement readiness. Read more > 2019 PLANADVISER DCIO Survey Now in its eighth year of publication, the PLANADVISER Defined Contribution Investment Only (DCIO) Survey shows a continued upward trend for DCIO assets— albeit at a much slower pace than in previous years—among the survey’s 38 participating providers. While not representative of this entire market, the survey can be seen as a proxy for the overall direction of DCIO asset levels and allocation. Read more > 2019 PLANADVISER Micro Plan Survey The micro plan market, which the 2019 PLANADVISER Micro Plan Survey defines as plans with under $5 million in assets, offers many opportunities for advisers. For one, they can help improve these plans, which lag behind larger plans in many key areas of design. Read more > Market Mirror Market data will return Thursday.

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