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Investment Trend Monitor - Retirement Plan Advisor Investment Strategies

Given the uncertain legislative environment, how do advisors make investment selections within corporate retirement plans? What products do they favor and how do factors such as cost and plan risk influence their decisions? See the results of a study of over 300 retirement plan advisors, in which half of respondents report managing $50 or more in retirement plan assets. This section also offers articles and videos that can inform corporate retirement plan investment choices.

Highlights
Next Generation Thinking Insights
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Next Generation Thinking: Insights
Oct 19, 2016
Gen Y is the largest demographic in history, and potentially your biggest opportunity. Our research study has uncovered some surprising...
Next Generation Thinking Saving
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Next Generation Thinking: Saving
Oct 20, 2016
Competing financial responsibilities challenge young workers' ability to save. Explore ways that plan sponsors can help get them on track.
Part 1: Low-Cost Popularity
Part 1: Low-Cost Popularity
Feb 10, 2016
Retirement savings plans have a long time horizon, and small differences in fees can add up to big costs over several decades.
Part 2: Fees Can Add Up Over Time
Part 2: Fees Can Add Up Over Time
Feb 10, 2016
Investors will be saving and then drawing down those retirement savings over several decades. As a result, there is plenty of...
Part 4: Different Plan Types
Part 4: Different Plan Types
Feb 10, 2016
Every advisor who responded to the WealthManagement.com survey was involved in the sale and servicing of retirement plans...
Part 5: Advisors Seek to Add Value
Part 5: Advisors Seek to Add Value
Feb 10, 2016
Most advisors take on responsibilities where they can add value. The top three responsibilities included participant education (84%), asset allocation (83%) and product selection (83%).