Wednesday, November 13th, 2024 A topical newsletter from PLANADVISER DCIO and Investment Menus The investment menu continues to evolve as new products, ideas and regulations shape the industry. The stories in this spotlight consider DCIO and investment menus. SPONSORED AD PRODUCTS & SERVICES Strategies for Navigating Retirement Income for Participants At the PLANADVISER 360 conference, experts discussed strategies for balancing flexibility, cost and transparency. DATA & RESEARCH Many Financial Advisers Prioritize ‘Ease of Business’ From Asset Managers Financial advisers are working with fewer asset managers, with ease of use and multi-channel digital capabilities among the differentiators, according to J.D. Power surveying. PRODUCTS 2070 TDFs Are Here for Youngest Workers New vintages are available at many large asset managers, giving workers who consider themselves about 45 years from retirement the chance to exercise the age-old wisdom of saving early. PRODUCTS & SERVICES LeafHouse Expands Personalized Retirement Portfolios in Partnership With BlackRock The Automated Personalized Portfolio program from LeafHouse will integrate BlackRock’s glide path investment strategy with iJoin’s participant platform. CLIENT SERVICE DC Plan Experts See Slow, Steady Progress in Plan Personalization Solutions such as managed accounts and custom TDFs are evolving, but challenges to uptake remain, according to industry players. VIEW POINTS Implicitly Wrong: Hidden Fees in Retirement Income Solutions Scott Colangelo of Prime Capital Financial argues that a lack of transparency will hold back the promise of in-DC-plan retirement income investments. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2024 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 300, Rockville, MD 20850