Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 22nd, 2019
Despite Net Outflows From 401(k)s, Cerulli Sees Opportunities
Cerulli also sees opportunities for advisers in the 403(b), defined benefit (DB), and financial wellness markets. Read more >
Advisers Can Help Plan Sponsors With Their Focus on Fees
In the majority of cases, plan sponsors that participated in Callan’s 2019 Defined Contribution (DC) Trends Survey said their plan consultant/adviser conducted fee benchmarking, and in 2019, sponsors will be looking to switch to lower-fee share classes and to more institutional vehicles. Read more >
R6 Shares in HSAs Are Just the Beginning
Advisers and providers in the defined contribution plan arena want to take a bite out of banks’ dominance in the health savings account marketplace, and they are building solutions to make it happen. Read more >
DC Plan Sponsors Still Concerned About Offering Annuities
The most common retirement income solutions defined contribution (DC) plan sponsors reported providing participants were access to a defined benefit (DB) plan and offering a managed account service Read more >