Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 28th, 2015
The TDF Beat Marches On
In terms of year-to-date net flows through the end of September, Vanguard was the standout, pulling in $27.1 billion, and continuing its dominant position. Read more >
Trendspotting
PLANADVISER takes a deep dive into the latest concerns and actions among retirement plan participants and mutual fund buyers—and what they mean for advisers. Read more >
2015 PLANADVISER Practice Benchmarking Survey
Our interactive data parsing tools can filter survey results by practice structure, fees/revenue, broker/dealer relationships, marketing and service models, and concerns and expectations. Read more >
Sizing the Market: 2015 DCIO Survey
Each year since this survey’s inception in 2012, investment managers have reported increased asset levels in their Defined Contribution Investment Only businesses. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Education on Lifetime Income Needed in Not-for-Profit Sector
3
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Sponsored message from T. ROWE PRICE
Next Generation Thinking: A fresh look at the millennial generation.
The American workforce is changing, and millennials are driving the retirement savings conversation. Get the practical solution you need to engage this new generation. Read more >
2015 Participant Survey
Once again this year PLANADVISER checks in with workers on the path to retirement. For most Americans, the road to retirement is a long and often uphill journey. Read more >
Attention to Detail: 2015 Micro Plan Survey
We break down the Top 10 micro plan providers, and our data parsing tools offer helpful insight into key micro plan sales data and emerging plan sponsor trends. Read more >
2015 PLANADVISER Recordkeeper Services Guide
We partnered with our sister publication, PLANSPONSOR, to get a better sense of which recordkeeping providers work with advisers, and to show the extent to which they do so. Read more >

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

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

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