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Week ending December 02, 2016
NOTE FROM THE EDITOR
Hello PLANSPONSOR readers and happy Friday! For this weekend’s mailing, we decided to reflect on some of the most informative research reports and studies published recently by retirement industry providers. First, a recent GAO study found that some 401(k) features are actually hindering participation. An SEI report offers plan sponsor committees advice on where to seek help when choosing investments. The Center for Applied Research explores how the concept of “Chi” in an investment manager can enhance the performance of plan sponsors and advisers. A consultant from Swats & McAllister provides tips on making SPDs more understandable for participants. And finally, Prudential Investments offers insight on the complexities of investments that are holding back Americans, who consider retirement the No. 1 financial goal.
EDITOR'S CHOICE
Data & Research
Certain 401(k) Plan Design Features Hinder Retirement Outcomes
The GAO suggests regulators re-evaluate eligibility age requirements, vesting policies and whether to allow plan sponsors to require employment on the last day of the year to receive company match.
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Administration
DC Retirement Plan Committees Face Tough Choices
Many committees do not have the expertise to select investments and should use outside help, SEI says.
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Investing
The Missing Link to the Best Performance of Investment Managers
The culture of an investment manager organization can have a strong impact on putting plan sponsor and adviser interests first, research suggests.
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Compliance
The Do’s and Don’ts for Simplifying SPDs
Loaded with information about when employees may begin participating in plans, benefits involved, vesting and so on, the language utilized in summary plan descriptions (SPDs) is critical.
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Data & Research
Investing Confusion Lowering Retirement Confidence
Though retirement is Americans' No. 1 priority, a survey found 66% think investing is complex and confusing.
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MOST POPULAR STORIES
Administration
Advisers’ Responsibilities to Plan Sponsors Extend Beyond Investments
With increased litigation, a new fiduciary rule and a new presidential administration, retirement plan sponsors should evaluate the services provided by their advisers.
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Compliance
Wells Fargo 401(k) Suit Challenges Use of Proprietary TDFs
The lawsuit accuses the bank of using an "easy enroll" feature to funnel funds into its TDFs, which it says charge too much.
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Research
2016 Defined Contribution Survey
PLANSPONSOR's annual Defined Contribution (DC) Survey provides important client satisfaction information, as it measures and evaluates 401(k) and other DC providers according to feedback from our own plan sponsor clients. Major defined contribution providers are rated in the various client categories they serve, and benchmark information is collected for plan sponsors to gauge their plans against their peers.
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Research
2016 Recordkeeping Survey
The market's growth has manifested itself with more recordkeeping assets concentrated in the 20 largest providers. This trend also highlights the homogenization and commoditization of a growing number of recordkeeper services that were considered added value just ten years ago. Although providers in the 2016 PLANSPONSOR Recordkeeping Survey are ranked according to various criteria, none of the rankings can definitively answer the question of whether bigger recordkeepers are better recordkeepers.
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Products
Fidelity Launches Personal Retirement Score
On a scale of zero to 150, the score lets people know how well prepared they are for retirement.
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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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