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Smart Beta May Support Long-Term DC Investors
Some suggest it is little more than a lack of awareness that has prevented a big rush by DC plans towards smart beta investing.
Editor’s Letter
Thanks to Our Adviser …
The PLANASPONSOR Plan Sponsor of the Year awards program proves what an integral role advisers play in guiding the nation's most successful plans.
Edward Jones' Self-Dealing Suit Permitted to Proceed
Defendants unsuccessfully argued that the breach of fiduciary claims should be dismissed because they fulfilled their duties by offering an array of investment options.
Betterment for Business Eager to Challenge Major Recordkeepers
Shifting regulations, evolving consumer demands and a strong response from established providers are real challenges, but low-cost automated 401(k) platform providers remain committed to DC industry disruption.
Investment Products and Service Launches
Janus Capital Releases Fiduciary Focused Share Classes; TIAA adds Guaranteed Income Components to TDFs; Virtus Launches Municipal Bond ETF; and more.
Retirement Industry Moves
Morningstar Expands Executive Leadership Team; Mercer Advisors Acquires Novos Planning Associates; FPA and T. Rowe Price Launch Active Management Educational Initiative; and more.
Market Growth Expectations Continue to Drop Long-Term
Looking to 2017 and beyond, investors must accept that expectations for market returns over the next 10 to 15 years have declined for most asset classes.
Employer Stock Drop Suit Victory Upheld by D.C. Circuit
To appreciate the riskiness of a stock intimately involves its market valuation, and to argue that the ESOP fiduciaries should have been able to outguess the market’s valuation...
What's Next for Robo-Advice in the DC Space?
Robo-advisers gained some traction in the DC industry this year, and many have come to see how the technology could work with, rather than against, traditional advisers.
ESG Investing Had a Big Year in 2016
ESG investing was once seen as a fiduciary risk not worth taking among many plan sponsors and their advisers, but now these funds are seeing substantial growth.
Tax Reform Could Take Variety of Paths
“The Congress faces an array of policy choices as it confronts the challenges posed by the amount of federal debt held by the public—which has more than doubled...
Equity and Bond Ownership Rises Among Middle Class
A wide-ranging economic analysis suggests the top 1% continues to earn vastly more in the markets than the average U.S. citizen; but the middle class is gaining ground...
Leveraging Technology Ahead of the Fiduciary Rule in 2017
Take a look at the lineup of technology-driven solutions released this year to help advisers comply with the DOL's fiduciary rule.
Considerations for Advisers When Managing Staff
As retirement plan advisers build their business, there are many considerations about how to add, manager and train staff.
Competition Drives DC Plan Provider Digital Innovation
An increased focus on employee retirement readiness and financial wellness is being supported by a proliferation of responsive website design.
Managing Partner Study Groups Circulate Best Practices
How firm owners grow their business—with competitors’ help.
Americans Unlikely To Save More for Retirement in 2017
Even though saving for retirement is America’s top financial concern, only 32% of people plan to increase contributions to their retirement accounts in 2017, according to the latest...
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2016 PLANADVISER National Conference
10 years of building profitable practices and evolving business models
Helping Participants Get the Most out of TDFs
Even though TDFs have been gaining some impressive traction in the DC plan space, many participants are not using these investment vehicles in the way they were designed....