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Target Date Investing: Going Beyond the Numbers |
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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.
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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.
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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.
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Market Mirror |
Market data will return Thursday.
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