Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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4 Matching News Items |
1. |
DC Plans Shifting from One-Size-Fits-All to One-on-One Retirement Advice
Cogent Reports July 14, 2016
"A growing number of plan sponsors report they are focusing more on helping employees adequately plan and prepare for a secure retirement ... [M]ore than one-quarter (27%) are likely to start offering access to an advisor, and one in four (25%) is likely to give participants access to one-on-one advice from a third party. Nearly as many (23%) are likely to incorporate online investment models provided by the plan provider."
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Navigating Change in the 401(k) Market: Insights for DC Plan Providers and Investment Managers (PDF)
Cogent Reports Aug. 4, 2015
10 pages. "[This report provides] an assessment of [1] plan sponsor priorities for the coming year, including their likelihood to reevaluate their current plan provider and investment menu ... [2] the fee disclosure regulations enacted in 2012 in terms of the impact these regulations are likely to have on plan sponsor behavior going forward ... [3] the potential for provider turnover in the 401(k) market, with special attention paid to the criteria plan sponsors use to evaluate their providers ... [4] the top reasons stated for switching plan providers and dropping investment managers, highlighting the areas that incumbent providers should be prepared to defend and challenger firms may seek to exploit."
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3. |
DC Advisors Increasingly Turn to External Managers for Target Date Funds
Cogent Reports Oct. 13, 2015
"Nearly half (47%) of all advisors selling defined contribution (DC) retirement plans now recommend an external manager for target date funds rather than the proprietary target date funds offered by the plan recordkeeper. What's more, the likelihood of recommending external target date offerings increases by the level of DC production, with nearly six in ten (59%) DC specialists managing $50 million or more in DC AUM advising plan sponsors to look beyond current plan providers and include target date funds offered by external asset managers instead."
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4. |
$460 Billion in DC Plan Assets in Search of a New Home
Cogent Reports Oct. 29, 2014
"After years of extremely low turnover, retirement plan sponsors are giving serious consideration to altering their 401(k) plan recordkeeping relationships. With the current US-based 401(k) retirement plan assets estimated at $4.4 trillion ... assets controlled by plan sponsors planning a move represents a $460 billion opportunity for providers that can effectively differentiate themselves in an increasingly commoditized marketplace.... [F]our in 10 (40%) plan sponsors are very likely to initiate a formal review of their plan over the next year. Meanwhile, 11% of all plan sponsors are already planning to switch providers during the same period."
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