Our definitive annual report on how retirement plan advisers run their practices, particularly with respect to recommending funds, providing individual advice to plan participants and serving as a fiduciary.
Many Facets of Value: When selecting investment managers, advisers' top concern is performance, whereas when choosing a recordkeeper, value for price is top of mind.
Thorough Analysis: Recordkeepers' consistent evolution has led them to offer a wide range of investments, technology and servicing options today.
The reach of defined contribution investment only marketplace—and how industry insiders expect intermediaries to expand the current concentration of assets among a few DCIO providers to competing investment firms.
A look at the many services that retirement plan advisers provide to micro plans, i.e. those with less than $5 million in assets, particularly review of fund performance and plan investment selection guidance.
Our guide to the size, scope and design of target-date fund options, and a look at how TDF managers continue to evolve their thinking and underlying allocations.
Lighting the Way: The value that advisers bring to retirement plans, particularly when it comes to plan design and oversight—such as the use of automatic features, an investment policy statement and quarterly investment reviews.
An examination of where participants stand; 40% of all respondents to the 2014 survey reported being either “confident” or “very confident” of achieving their retirement savings goals by age 65, but this year that number dropped to 35%.