Tag: Default funds

A Leg Up

Case studies of advisers improving plan outcomes

Boosting Results

How advisers can encourage sponsors to make plan design changes
Art by Adam McCauley

Leading the Charge

2015 PLANADVISER Adviser Value Survey - The Influence of Advisers on Retirement Plans

Plan Assets Moving Away from Fixed Income

Defined contribution (DC) plan participants reduced their holdings in fixed income and increased allocations to U.S. small-cap and mid-cap equities in 2013, while target-date funds continued to increase as a top asset class, says a recent analysis.

Getting the Default Rate Right

Successfully engaging automatically enrolled participants starts with the default rate—and, studies say, 3% will not cut it.