| 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.
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| 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.
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| 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.
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| 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
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