Americans Plan to Turn to Advisers for Tax Reform Guidance | The Tax Cuts and Jobs Act has also increased Americans’ appetite for equities.
Read more > | | DISRUPTION: 3(38) Market Leader CAPTRUST Talks Growth Trends | “If the whole DC plan advisory industry could have a do-over from say, 20 years ago, I think there would probably be much more of an emphasis from a lot of different firms on the 3(38) arrangement,” says CAPTRUST CEO Fielding Miller; in an exclusive interview, he describes in detail the firm’s success building scale in the 3(38) fiduciary advice market.
Read more > | | Register Now for the 2018 PLANADVISER National Conference | Annually, the top tier of retirement plan advisers from across the U.S., including the PLANADVISER Top 100 and the PLANSPONSOR Retirement Plan Advisers of the Year, gather in Orlando, Florida, for three days of discussion and debate; reserve your spot today for the 2018 event.
Read more > | | Micro Plans Have Ample Room for Improvement | Like most retirement plans, on average, micros appear to have ample room for improvement, with an average participation rate of 77%, only slightly below the 79% rate among plans of all sizes, and an average balance of $78,546, trailing the $97,903 average for the broad sweep of plans.
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