The Use of Professionally Managed Portfolios Projected to Reach 75% by 2021
The use of automatic features has also benefited participants, Vanguard says.
Tag: Default funds
Consultants Make Recommendations for Plan Sponsor Fund Lineups
Consultants interviewed by PIMCO weighed in on which target-date strategies are best for which plans, which active strategies are best for which investments, and more.
Younger Participants Expect Employer To Steer Retirement Plan
Many folks under 30 are “do-it-for-me” type investors.
trendspotting
Compliance
Helping Young Participants Save
Sponsors have a number of methods at hand.
Prudent Default Can Include Lifetime Income Elements: DOL
An investment with lifetime income elements can be a prudent default investment option in DC plans, even if not a QDIA, the DOL said in an information letter.
cover story
Investing
The Second Take
How to help a sponsor do an effective re-enrollment
TDF Market Diversification and Complexity Flourishes
Plan participants and sponsors face an impressive amount of complexity and diversity when assessing target-date funds.
servicing strategies
trendspotting
Deals & People
Basic Training
How to help educate plan committee members
Trendspotting
A look at the latest concerns and actions among employees, and what they mean for advisers
Manning & Napier to Acquire Rainer Investment Management
The companies expect to bring new market cap-based equity
strategies to retirement plan clients, with a focus on target-date funds.
PANC
2015 PLANADVISER National Conference
Value First: Enhancing your profitability and service offering
Editor’s Letter
Investing
Data & Research
Data & Research
Products
Data & Research
Data & Research
Products
Investing
The Downside
It is important to educate participants about a well-diversified portfolio, to protect them in various market environments.
PANC 2015: Optimizing the Investment Menu
Trends in redesigning retirement plan investment menus to avoid participant inertia or overload.
43% of Small Plans Offer a Match
However, only 23% of small plans permit participants to contribute immediately to their 401(k).
Matches, Automatic Features Becoming More Common
Twenty-six percent of 401(k) assets are now in model portfolios and TDFs.
Measuring Plan Health Can Boost Retirement Readiness
MassMutual publishes book on improving plan outcomes.
Gen Y Concerned About Retirement Savings Safety
They want safety from market volatility, and they don’t think Social Security will be there for them.
Gen X Confident Savers
On average, they started saving for
retirement at age 26.
Manning & Napier Releases QDIA Sync
The new tool accounts for plan demographics in TDF selection.
PSNC 2015: Optimizing the Investment Menu
Are investment menu consolidation and simplification in the best interest of plan participants?