The 3% return on the standard equity portfolio measured
during the second quarter pushed the decade-old DC plan investing index to a
record-breaking year.
PLANADVISER learns from Morningstar's research team about a
new benchmarking service comparing 20,000 DC retirement plans to establish
better comparisons of qualified plan costs versus IRAs.
Some industry experts believe managed account performance should
not be benchmarked against an index but instead against an investor’s unique
individual goals.
Mutual funds continue to be the investment vehicle of choice
among the 42 DCIO providers surveyed, while exchange traded funds are almost entirely
avoided.
Retirement plan advisers can help their plan sponsor clients
take advantage of emerging opportunities for better deals and service coming
out of fierce competition among asset managers.
An increase in the number of TDF providers has been a
positive development for investors, as it has led to lower fees and more
product choices, according to Mercer research.
HealthSavingsAdministrators Launches
HSA Featuring Franklin Templeton Funds; Natixis ESG TDF on the
Horizon; Wilshire Associates Rolls Out Equity Hedge Fund Index; and more.