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July 28, 2017

Advisers Responding to Plan Sponsor Demands

More advisers are offering services pertaining to financial wellness and health savings accounts (HSAs).Read more >


Non-Proprietary TDFs Gaining More Attention

Recordkeepers that offer their own target-date funds (TDFs)—known as “proprietary” funds—are losing share of assets on their own platforms as plan sponsors are increasingly choosing funds from other providers given the increased array of solutions that offer benefits such as enhanced diversification, lower fees, multiple managers, etc., according to a study conducted jointly by AllianceBernstein L.P (AB) and BrightScope, a Strategic Insight company.Read more >

Ask the Experts
David Levine and David Powell, with Groom Law Group, and Michael A. Webb, VP, Retirement Plan Services, Cammack Retirement Group, will field your questions concerning 403(b) plans and regulations. rebecca.moore@strategic-i.com with Subject: Ask the Experts. Answers may be printed in future (b)lines. This feature is to provide general information only, does not constitute legal advice, and cannot be used or substituted for legal or tax advice.


Many DC Plan Sponsors Likely to Move From DC Plan to State Plan

Several states have acted to provide state-run plans for private-sector workers that may not have access to a retirement plan. However, a study finds some employers that offer defined contribution (DC) plans to their employees may discontinue those in favor of government-run plans.Read more >


DC Plan Menus Evolve to Meet Participant Demands

Shelby George, senior vice president for adviser services with Manning and Napier, notes there are still some people who say they prefer to manage their money on their own outside of a target-date fund (TDF), so it’s also important to keep them in mind when creating a plan’s investment menu.Read more >


Investment Manager and Recordkeeper Changes Driven by Fees

The desire to reduce fees is the top reason DC plan sponsors cite for contemplating changes in investment managers and recordkeepers, according to findings from Retirement Planscape, an annual Cogent Reports study by Market Strategies International. The report also found sponsors are looking to award new investment business to managers they are already working with to add more investment options to strengthen bargaining power, and the top DC plan recordkeepers are facing some competition.Read more >


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Editorial: Rebecca Moorerebecca.moore@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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