Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 6th, 2021

The Future of the 60/40 Portfolio

The traditional mix of 60% global stocks and 40% aggregate core bonds has produced double-digit returns in four calendar years in the past decade. However, that is less than the six years of double-digit returns in both the 2000s and 1990s. Read more >
Compass Financial Partners Acquired by Marsh & McLennan Agency
Compass Financial is the latest firm recognized in the PLANADVISER Top 100 listing to be acquired by a large, diversified financial services entity. Read more >
2021 Plan Sponsor of the Year Nominations Are Open
Do you work with, or know of, a plan sponsor that deserves recognition for going above and beyond? Consider nominating them for a 2021 PLANSPONSOR Plan Sponsor of the Year award. Read more >
PLANADVISER Practice Benchmarking Survey
The PLANADVISER Practice Benchmarking Survey, fielded each October, gives us insight into how retirement plan advisers ran their business over the past year. It provides an opportunity to reflect on the differences since last our last survey in light of the pandemic. Read more >
MOST READ ARTICLES
1
Plaintiffs Firms Must Pay $1.5 Million for ‘Reckless’ Litigation
2
More TDF Underperformance ERISA Lawsuits Filed
3
Dover Corporation Faces ERISA Suit Over Managed Account Fees
4
The Future of Work in the Investment Industry
5
Lawsuit Against Northern Trust Over TDFs Will Proceed
Sponsored message from American Century Investments
The Decumulation Conundrum: Income In Retirement
A record number of Americans are currently in retirement, and people are living longer. Read more >
15th Anniversary of RPAY: Cammack Retirement Group
Even though it’s only been a few years since Cammack Retirement Group was named the 2017 PLANSPONSOR Retirement Plan Adviser Mega Team of the Year, the firm’s assets have soared by 74%, from $70 billion in 2017 to $122 billion at the end of last year. Read more >
Advisers Giving Back: Winfred Boyce Jr.
Winfred Boyce Jr. doesn’t consider himself a history buff or an aviation fanatic, but his interest in working with the Tuskegee Airman’s Atlanta Chapter runs deep and reflects his commitment to giving back. Read more >
Market Mirror
Tuesday, the Dow was up 167.71 points (0.55%) at 30,391.60, the NASDAQ gained 120.51 points (0.95%) to finish at 12,818.96, and the S&P 500 increased 26.21 points (0.71%) to 3,726.86. The Russell 2000 climbed 33.19 points (1.71%) to 1,979.11, and the Wilshire 5000 closed 326.04 points (0.84%) higher at 39,218.13. The price of the 10-year Treasury note was down 3/32, increasing its yield to 0.951%. The price of the 30-year Treasury bond decreased 32/32, bringing its yield up to 1.700%.
Industry Intel Roundup—Featured Webcasts
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webcasts sponsored by experienced providers in the industry. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance.
PLANADVISER Webinar: CITs and Other Investment Vehicles
Research from firms like BrightScope and Cerulli Associates shows key defined contribution plan decisionmakers, including advisers and consultants, continue to favor collective investment trusts, largely due to their relatively low-cost structure and pricing flexibility. Today, 401(k) plan assets in CITs have eclipsed the $2 trillion mark, and the growth is expected to accelerate as more investors catch on and the DC plan product set develops. CITs already dominate the large plan market, particularly within target-date funds, data show, but many CIT providers have recently lowered their investment minimums and, in certain cases, waived them altogether. Cerulli’s reporting finds that those with low or no investment minimums are more tenable investment options for smaller plans—and that advisers can help promote stronger adoption down market, where higher investment fees remain a pressing issue. Investment vehicles such as exchange-traded funds and separately managed accounts are also a point of focus, with advisers and their clients seeking new ways to put their hard-earned assets to work. This edition of the 2022 PLANADVISER Practice Progress webinar series will take the pulse of the rapidly evolving marketplace of DC plan investments, featuring timely analysis from leading experts who have long known and embraced these “emerging” investment options. If you are a DC plan adviser who wants to know more about how to invest efficiently via CITs, ETFs and other investment types, you can’t afford to miss the discussion!
PLANADVISER Webinar: Managed Accounts
Sponsored by Betterment According to a recent Deloitte report, “The Rewards and Risks of Managed Account Programs in the Wealth Management Industry,” assets in managed account programs have grown by 117% since 2012, and they now make up a substantial portion of assets under management and a majority of new asset flows for the wealth management industry. Related analyses show the role of managed accounts has grown substantially within the defined contribution retirement plan space. Experts say this growth reflects a long-term industry trend away from commission-based brokerage offerings toward fee-based advisory offerings. While there are hurdles to greater adoption, many believe managed account programs are poised for continued growth, especially as more firms have announced plans to make them a strategic priority. This edition of the 2022 PLANADVISER Practice Progress webinar series will delve into the most important questions about managed accounts, such as: • How are they built? • How are they marketed and delivered? • How can they impact firm operations and client outcomes? Don’t miss this important discussion designed to help you achieve practice progress!
PLANADVISER Webinar – Financial Wellness
Sponsored by Betterment This has been a tough year for U.S. retirement plan participants—and for workers in general. Heading into the year, core inflation was already running above 5%, and it has only spiked since. At the same time, geopolitical events have injected fresh uncertainty into what was already a frothy market, and most retirement investors have experienced substantial reductions in portfolio values. Investment managers say the markets will continue to grapple with the trade-offs between inflation and growth for the foreseeable future.
rss icon twitter icon linkedin-in icon facebook icon
ISS MEDIA logo
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2022 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850