Editor’s Letter
Editor’s Letter
Burying the Lead?
Investing is about how you behave more than it is about what...
Intro
Intro
The Next Level
The various approaches to expanding your business
Data Points
Data Points
Ups, Downs of Balanced Funds
Just 8.9% of plans employ these funds as their default investment
Practice Development
Cash Balance Plans on the Rise
As participants approach retirement, the plans let them “turbo-charge their saving.”
Investment Focus
Active Management Still Key
The strategy accounts for $1.47 trillion of DC plan investments
Trendspotting
Fiduciary Insurance Is Critical
Insurers scrutinize potential customers more carefully
Trendspotting
Most Millennials Have Appropriate Allocations
This is despite having lived through two bear markets
Trendspotting
The Most Successful Advisers Are Tech Innovators
AI is just one strategy they use to drive profitability
Trendspotting
Few Plans Embrace ESG
The DOL is asked to clarify its position on socially responsible investing
Trendspotting
Increased Financial Education Demand
Employers say debt and saving for retirement are workers’ top worries
Trendspotting
Plan Sponsors Could Do More
Few address how to help their employees have income for life
Trendspotting
Half of Retirement Savers Are ‘Chasers’
Expenses interfere with many workers' retirement savings goals
Trendspotting
Women Will Heed Financial Advice
Giving them education, planning tools and similar resources helps
Feature
Narrowing the Scope
Analyzing big data from the recordkeeper to measure plan and participant achievements
Marketing Mechanics
Valuable Partnerships
How one adviser works with wealth managers in his firm to find prospects
Investment-Oriented
How to Explain CITs to Sponsors
In this day of hyper-litigation, these low-cost funds deserve a closer look