March 9, 2017
Analysis Links State-Run IRAs With Medicaid Savings
A coalition of advisers and providers is making the case on Capitol Hill that dialing back DOL guidance supporting state-run retirement savings programs for private sector workers is ill advised. 
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A TDF Built With Income in Mind
“Income-oriented portfolios with significant allocations to assets such as REITs, high-yield bonds, preferred stocks and non-U.S. developed stocks may help investors meet the challenge of producing retirement income with less reliance on their savings.”
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Strong Market Boosted ETF Flows During January
In January, assets in exchange-traded funds around the globe rose by $64 billion, according to Strategic Insight’s Global ETF FlowWatch. Equity ETFs received the strongest inflows, $25 billion, followed by bond and commodity ETFs, garnering $17 billion and $2 billion, respectively.
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Which TDFs Were the Best Sellers in 2016?
For all investment managers, assets in target-date portfolios expanded by 20% last year, from $1.11 trillion at the end of 2015 to $1.33 by year-end 2016. CIT target-date assets grew by 29%, according to Sway Research. 
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MOST READ ARTICLES
1
COMPLIANCE
2018 Contribution and Benefit Limits Announced
2
INVESTING
Advisers More Apt to Use CITs in Client Portfolios
3
CLIENT SERVICE
PANC 2017: Behavioral Finance and the Future of Improving Retirement Outcomes in the Digital World
4
INVESTING
PANC2017 Improving Plan Design for Retiring Participants
Aggregating a Client's Assets
“I work for a broker/dealer firm that is affiliated with a registered investment adviser. The firm provides brokerage services to both non-retirement and retirement investor accounts such as IRAs and ERISA accounts. The fee is asset-based, and breakpoints are used to determine the fee (with an incrementally reduced fee charged as asset value exceeds certain prescribed amounts). Can all accounts be aggregated so the investor will get the benefit of a reduced fee?”
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Morgan Stanley and Ascensus Launch Retirement Program
The two firms collaborated to launch ClearFit, a turnkey solution for small plans which combines Morgan Stanley fiduciary and investment services with Ascensus administration.
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Betterment and ADP Announce Integration Plans
Betterment for Business announced plans to complete a payroll integration with ADP in the second half of this year.
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Merit Financial Group Reveals Wellness Platform
The new worksite financial wellness platform provides customized education, coaching and participant monitoring.
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Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com
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