Retirement Market Sizing Report U.S.
|
|
- Deirdre Burke
- 5 years ago
- Views:
Transcription
1 Retirement Market Sizing Report U.S. Fall 017
2 Retirement Market Sizing Report U.S. About This Report This Strategic Insight (SI) Research report, Retirement Market Sizing Report U.S., provides a comprehensive perspective on the size and growth of the U.S. defined contribution (DC) marketplace and the retirement industry as a whole. The report combines Strategic Insight s best thinking on market dynamics with its proprietary model to forecast growth and to outline the factors contributing to the evolution of this market. The report offers insight on formative themes that will impact various segments of the industry, including analysis of demographic, investment strategy, and investment packaging trends. It is based on a foundation of data and research from affiliated Strategic Insight tools and businesses, such as Simfund, BrightScope, Investor Economics, PLANADVISER, and PLANSPONSOR, as well as third-party resources, including: Callan Associates, Investment Company Institute (ICI), Pew Research Center, Transamerica Center for Retirement Studies, U.S. Census Bureau, and U.S. Department of Labor (DOL). Matthew Cirillo, Senior Analyst, Retirement matthew.cirillo@strategic-i.com (617) About The Author Matthew Cirillo serves as Senior Analyst, Retirement, where he supports and contributes to Strategic Insights efforts related to retirement research and product offerings. Matthew s responsibilities include providing actionable insight and research on retirement industry themes and trends, as well as the enhancement of tools aimed at providing clients with transparency into the U.S. retirement marketplace. Prior to joining Strategic Insight in 016, Matthew spent 10 years with MFS Investment Management. Matthew holds a BS in Business Administration from Saint Michael s College and an MBA in Strategy & Business Analysis from Boston University.
3 Retirement Market Sizing Report U.S. Fall 017 Table of Contents D Directory of Exhibits 1 Key Takeaways & Methodology Market Dynamics & Factors Shaping The Industry 9 Retirement Market Overview 19 4 Defined Contribution Market Overview Investment Strategy Trends 9 6 Investment Packaging Trends 9 7 Trends In Defined Contribution Sales 49 8 Regulatory Update 7 9 Looking Ahead 61 1
4 Directory of Exhibits Market Dynamics & Factors Shaping The Industry U.S. Population Estimates by Age The Generations Defined Life Expectancy by Generation 4 Retirement Expectations by Generation U.S. Workforce Demographics 6 Evolution of the U.S. Household 7 Household Savings Spectrum 8 College Savings Vehicle Popularity Retirement Market Sizing Report U.S. Fall 017 Retirement Market Overview 1 U.S. Retirement Market by Plan Type Historical Share of U.S. Retirement Market U.S. Retirement Market Growth by Segment 4 Defined Contribution Market Overview 1 Defined Contribution Assets by Plan Type Defined Contribution Asset, Appreciation, and Net Flow Projections Defined Contribution Asset Forecast 4 Defined Contribution Market by Plan Size YE 016 Investment Strategy Trends 1 Default Investment for Auto Enrollment Target-Date, Target-Risk, and Balanced Mutual Funds Annual Net New Flows Historical Target-Date Mutual Fund Assets and Net Flows 4 Target-Date Mutual Fund Assets Forecast Socially Conscious Exposure in Target-Date Funds 6 Retirement Income Services in Plans 7 Lifetime/Retirement Income Product Development Outlook 8 Active vs. Index Defined Contribution Mutual Fund Assets 9 Index Fund Use in Defined Contribution 10 Defined Contribution Mutual Fund Asset Allocation
5 Directory of Exhibits D 6 Investment Packaging Trends 1 Types of Investment Vehicles in 401(k) Plans Mutual Fund Assets Percent of Total Defined Contribution Zero/Zero Mutual Fund Asset Growth 4 Zero/Zero Share of DCIO Sales Defined Contribution Asset Manager Flow Ranking by Vehicle 6 Defined Contribution Adviser Product Preference 7 Retirement Plan Flows Breakdown 8 Target-Date Fund Assets by Vehicle 9 Exchange-Traded Funds in Target-Date Funds 10 Exchange-Traded Fund Asset Class Breakdown in Target-Date Funds 7 Trends In Defined Contribution Sales 1 Recordkeeper Consolidation Top 10 Recordkeepers by DC Assets Top Five Challenges Facing DCIO Managers 4 In-Person Financial Adviser Access DCIO Value-Add Offerings 6 Adviser Presence by Segment 7 DCIO Sales Team Growth Directory of Exhibits
Asset Management Industry Market Sizing:
Asset Management Industry Market Sizing: 2017 2022 December 2017 Asset Management Industry Market Sizing: 2017 2022 Analysis of External Fund Distribution Costs U.S. For questions or further information
More informationProviding the Research You Need to Make Smart Business Decisions. Intelligence amplified
Providing the Research You Need to Make Smart Business Decisions For more than 30 years, Strategic Insight has been at the forefront of thorough, unbiased mutual fund industry research and business intelligence,
More informationDCIO Branding Among Plan Participants
DCIO Branding Among Plan Participants How DCIO managers can improve their positioning by building direct connections to DC plan participants. May 2016 Ignites Research reports are sold on an individual
More informationThe BrightScope/ICI Defined Contribution Plan Profile: A Close Look at 401(k) Plans, 2014
The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at 401(k) Plans, 2014 DECEMBER 2016 The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at 401(k) Plans, 2014 1 THE BRIGHTSCOPE/ICI
More informationIODC GROWTH OPPORTUNITIES. Capitalizing on Changes in a Dynamic Market SHARPEN YOUR EDGE SM
IODC GROWTH OPPORTUNITIES Capitalizing on Changes in a Dynamic Market SHARPEN YOUR EDGE SM Financial Research Corporation 100 Summer Street 15th Floor Boston, MA 02110 www.frcnet.com For more information
More informationThe Impact of the Default Investment Decision on Participant Deferral Rates: Managed Accounts vs Target-Date Funds
Retirement Industry Insights From Morningstar The Impact of the Default Investment Decision on Participant Deferral Rates: Managed Accounts vs Target-Date Funds David Blanchett, PhD, CFA, CFP Head of Retirement
More informationThe Cerulli Report Release State of DCIO: Evolving Asset Manager Opportunities in the Mid-Sized and Small Plan Marketplaces
C e r u l l i The Cerulli Report Release a s s o c i a t e s T h e C e r u l l i R e p o r t Recordkeepers influence in the mid-plan segment shifts to advisors and impacts asset gathering for DCIO managers.
More informationU.S. RETIREMENT MARKETS
U.S. RETIREMENT MARKETS 2017 The Rise of Fiduciary Services Overview & Methodology In its fifteenth iteration, this annual report represents Cerulli s broadest coverage of the U.S. retirement market and
More informationWHO ARE YOU CALLING A FIDUCIARY? DIFFERENTIATE YOURSELF HELP YOUR CLIENTS
October 4, 2017 WHO ARE YOU CALLING A FIDUCIARY? DIFFERENTIATE YOURSELF HELP YOUR CLIENTS Jennifer DeLong Head Defined Contribution, AB This material is provided for informational purposes only and is
More informationOptimizing DCIO Value-Add Programs
Optimizing DCIO Value-Add Programs What DCIO firms can do to make sure their value-add offerings are really adding value for DC plan advisors and how these managers can think about overall value-add strategy.
More information4th Edition. Plan Sponsor Attitudes Survey: Executive Summary. Broad, deep insight and analysis. Not FDIC Insured May Lose Value No Bank Guarantee
4th Edition Plan Sponsor Attitudes Survey: Executive Summary Broad, deep insight and analysis Not FDIC Insured May Lose Value No Bank Guarantee 1 Fidelity s 2013 plan sponsor research Online survey of
More informationRe-Evaluating the Use of CITs in DC Plans.
U.S. DEFINED CONTRIBUTION DISTRIBUTION 2017 Re-Evaluating the Use of CITs in DC Plans Overview & Methodology In its fourth iteration, this report examines the defined contribution (DC) market, with a focus
More informationThe Opportunity in Smart-Beta ETFs
The Opportunity in Smart-Beta ETFs Why smart-beta ETFs present growth potential for both active and passive asset managers, and what executives need to know about distributing them through advisors. August
More informationJanuary Sponsor E-News
Transamerica Receives 85 "Best in Class" Ratings in Client Satisfaction Analysis Transamerica Introduces Participant Education Emails Monthly Market Insight New Report on the Impact of Education Attainment
More informationSurvey. Asset Managers and ESG. Sensing Opportunity, Bigger Firms Lead the Charge. Firms with a formal ESG policy. (by size) 73% 51% 23%
CALLAN INSTITUTE June 2016 Survey Asset Managers and ESG Sensing Opportunity, Bigger Firms Lead the Charge Environmental, social, and governance (ESG) investing is not a new phenomenon, but it has been
More informationThe BrightScope/ICI Defined Contribution Plan Profile: A Close Look at ERISA 403(b) Plans, 2013
The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at ERISA 403(b) Plans, 2013 MAY 2016 The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at ERISA 403(b) Plans, 2013
More informationPLAN DESIGN: Defined Contribution Redefined October Labs: Defined Contribution. Highlights
Labs: Defined Contribution PLAN DESIGN: Defined Contribution Redefined October 2018 Highlights + + Auto-enrollment, auto-escalation and qualified default investment alternatives (QDIAs) have helped increase
More informationHere Come the Millennials
Here Come the Millennials A Behavioral Finance Discussion Omar Aguilar, Ph.D. Chief Investment Officer, Equities June 27, 2016 Agenda Millennials Demographics Preferences Investment Decision-Making 2 Demographics
More informationThe Strength of Partnership:
The Strength of Partnership: Preparing for Changes in the Retirement Plan Marketplace Plan Sponsor and Employer Guide LPL Financial Navigating the Sea Change in Retirement Plans As an employer, you share
More informationU.S. Retail Investor Products and Platforms 2017
U.S. Retail Investor Products and Platforms 2017 Retooling for the Modern Investor Overview & Methodology In its eighth iteration, this annual report focuses on retail investors product use, preferences,
More informationThe Dubie Group at Morgan Stanley. Experience That Makes a Difference
The Dubie Group at Morgan Stanley Experience That Makes a Difference Water Tower Hill 105 West View Road, 5th Fl., Colchester, VT 05446 802-658-2424/MAIN 800-446-0193/Toll-Free 802-860-1623/fax morganstanleyfa.com/dubie
More informationAs plan sponsors realize a redesign is needed, target date funds get a second look.
2016 Defined Contribution Outlook: 2016 DEFINED CONTRIBUTION OUTLOOK As plan sponsors realize a redesign is needed, target date funds get a second look. JULY 2016 This summary is part two of a three-part
More informationForces of Change in an Evolving Retirement Market
Forces of Change in an Evolving Retirement Market How regulation, innovation and demographics converge to create new opportunities for investment managers and plan sponsors alike EXECUTIVE SUMMARY The
More informationOpening Advisors Doors in Four Steps
Opening Advisors Doors in Four Steps How sales, marketing and other personnel at an asset manager can usher the right financial advisor to that first wholesaler meeting. April 2016 Ignites Research reports
More informationAn Introduction to Stable Value Funds
An Introduction to Stable Value Funds August 21, 2018 Matthew Gnabasik Managing Partner, Senior ERISA Consultant Blue Prairie Group, LLC John Faustino, AIFA, PPC Chief Product and Strategy Officer Fi360,
More information12/04/2012. The Evolving Exchange Marketplace: EBPA Presentation December 6, All Rights Reserved
The Evolving Exchange Marketplace: EBPA Presentation December 6, 2012 Today s Discussion Macroeconomic Perspective: Why Now? and Employer Response Defined Contribution and Exchanges Defined Public vs.
More informationCOMMUNICATION STRATEGY GUIDANCE RETIREMENT READINESS EMPLOYEE EDUCATION MANAGED ACCOUNTS RETIREMENT GAP STATEMENTS ADVICE
Financial Wellness Latest Fad or HR Game Changer EMPLOYEE EDUCATION ISCEBS Dallas Chapter MANAGED ACCOUNTS ADVICE COMMUNICATION STRATEGY GUIDANCE RETIREMENT READINESS RETIREMENT GAP STATEMENTS Glenn Able
More informationPublic Sector Retirement
America s Retirement v o i c e Public Sector Retirement Yesterday, Today, and Tomorrow Executive Summary Retirement Education Institute There has been little research into how well state and local government
More informationagenda New York April 10, 2014 The Westin Times Square All sessions will take place in the Majestic Ballroom - 5 th Floor unless otherwise noted
New York April 10, 2014 The Westin Times Square All sessions will take place in the Majestic Ballroom - 5 th Floor unless otherwise noted 7:30 am - 8:30 am Registration and Networking Breakfast 8:30 am
More informationICI RESEARCH PERSPECTIVE
ICI RESEARCH PERSPECTIVE 1401 H STREET, NW, SUITE 1200 WASHINGTON, DC 20005 202-326-5800 WWW.ICI.ORG AUGUST 2015 VOL. 21, NO. 3 WHAT S INSIDE 2 Why Employers Offer 401(k) Plans 3 Paying for 401(k) Plan
More informationOvercoming Challenges in the 403(b) Tax Exempt Market
INSIGHTS Overcoming Challenges in the 403(b) Tax Exempt Market July 2016 203.621.1700 2016, Rocaton Investment Advisors, LLC Rocaton Investment Advisors is pleased to present this Rocaton Insight focused
More informationAdvancements in target date fund delivery. Weighing the pros and cons of collective investment trusts and customization in target date design
Advancements in target date fund delivery Weighing the pros and cons of collective investment trusts and customization in target date design Executive summary Jake Gilliam Director, Head Client Portfolio
More informationDeep Experience. THOUGHTFUL INNOVATION. Target date solutions from T. Rowe Price
Deep Experience. THOUGHTFUL INNOVATION. Target date solutions from T. Rowe Price troweprice.com/dcio Investment solutions designed for a multifaceted retirement landscape Today, defined contribution (DC)
More informationAuthored by: John C. Bailer, CFA, Joseph R. Duffy & W. Charles Cook, CFA. October 2016
October 2016 Caution: Playing It Safe Poses Hidden Dangers Authored by: John C. Bailer, CFA, Joseph R. Duffy & W. Charles Cook, CFA Against a backdrop of elevated investor anxiety, defensive and high dividend
More informationDeep Experience. THOUGHTFUL INNOVATION. Target date solutions from T. Rowe Price
Deep Experience. THOUGHTFUL INNOVATION. Target date solutions from T. Rowe Price troweprice.com/tdf Investment solutions designed for a multifaceted retirement landscape Today, defined contribution (DC)
More informationMANAGED ACCOUNTS. Industry Overview and Fiduciary Best Practices
MANAGED ACCOUNTS Industry Overview and Fiduciary Best Practices Industry Update Provider Overview CONTENT Managed Account Fees Plan Sponsor and Consultant Best Practices INDUSTRY UPDATE INDUSTRY TIMELINE
More informationThe Economics of Plan Profitability
The Economics of Plan Profitability Anders D. Smith, CIMA, CFP, AIFA Senior Vice President, National Sales Manager DCIO & Strategic Platforms Nuveen Investments www.nuveen.com Agenda 1) Defining profitability
More informationThe Evolving Exchange Marketplace: EBPA Presentation December 6, 2012
The Evolving Exchange Marketplace: EBPA Presentation December 6, 2012 Today s Discussion Macroeconomic Perspective: Why Now? and Employer Response Defined Contribution and Exchanges Defined Public vs.
More informationDeep Experience. THOUGHTFUL INNOVATION. Target date solutions from T. Rowe Price
Deep Experience. THOUGHTFUL INNOVATION. Target date solutions from T. Rowe Price troweprice.com/tdf Investment solutions designed for a multifaceted retirement landscape Today, defined contribution (DC)
More informationTarget date funds: Translating Department of Labor guidance into action
RETIREMENT INSIGHTS Target date funds: Translating Department of Labor guidance into action IN BRIEF In February 2013, the U.S. Department of Labor (DOL) issued eight tips to help plan fiduciaries with
More informationEconomic Contribution of
Executive Summary The Economic Contribution of Umpqua Community College State of Oregon Economic Growth Analysis Investment Analysis August 2011 Socioeconomic Impact Study STUDY HIGHLIGHTS INVESTMENT ANALYSIS
More informationClick to edit Master title style New Ballgame for 401k Plans
Click to edit Master title style New Ballgame for 401k Plans Is Your Plan Advisor an Asset or Liability? Speakers: Ty Parrish Senior ERISA Consultant Blue Prairie Group Michael Rom Senior ERISA Consultant
More informationEconomic Contribution of
Executive Summary The Economic Contribution of Western Nebraska Community College State of Nebraska Economic Growth Analysis Investment Analysis September 2011 Socioeconomic Impact Study STUDY HIGHLIGHTS
More informationConsiderations for Plan Sponsors: CUSTOM TARGET DATE STRATEGIES
PRICE PERSPECTIVE April 2015 Considerations for Plan Sponsors: CUSTOM TARGET DATE STRATEGIES In-depth analysis and insights to inform your decision making. EXECUTIVE SUMMARY Defined contribution plan sponsors
More informationEconomic Contribution of
Executive Summary The Economic Contribution of The Community College of Baltimore County State of Maryland Economic Growth Analysis Investment Analysis January 2013 Socioeconomic Impact Study STUDY HIGHLIGHTS
More informationEconomic Contribution of
Executive Summary The Economic Contribution of North Lake College State of Texas Economic Growth Analysis Investment Analysis October 29, 2010 Socioeconomic Impact Study STUDY HIGHLIGHTS INVESTMENT ANALYSIS
More informationOriginally designed as supplemental savings programs,
Retirement DC Fiduciary Focus Fees Plan sponsors face ever-increasing scrutiny, pressure and risk associated with their defined contribution (DC) plans. Although participants retirement readiness is influenced
More informationE-commerce stocks: Are we in bubble trouble?
Spring 2018 E-commerce stocks: Are we in bubble trouble? 1 2 3 Key takeaways E-commerce stock valuations have not yet reached prior peak levels, and favorable underlying economic conditions and generational
More informationSurvey 2018 ESG Survey
CALLAN INSTITUTE Survey Table of Contents Executive Summary 2 Key Findings 3 Respondent Overview 4 ESG Factor Adoption Rates 6 ESG Implementation 12 Reasons For and Against ESG Factors 20 Looking Forward
More informationTHE PENTEGRA DEFINED BENEFIT ADVANTAGE
THE PENTEGRA DEFINED BENEFIT ADVANTAGE Better manage defined benefit plan costs, ensure compliance and reduce fiduciary risk. Take a more creative approach to the changing defined benefit landscape. At
More informationEconomic Contribution
Executive Summary The Economic Contribution of the Grossmont-Cuyamaca Community College District to the State of California Economic Growth Analysis Investment Analysis January 2012 Socioeconomic Impact
More informationPost-Modern Asset Management: The Credit Crisis and Beyond. Defined Contribution Plans by David Embry
Post-Modern Asset Management: The Credit Crisis and Beyond Defined Contribution Plans by David Embry :: David Embry Charting the New Landscape 2008 was a disappointing year for retirement plans. Given
More informationA LOOK AT CONNECTICUT S OLDER WORKERS
BY NICHOLAS A. JOLLY, ECONOMIST, DOL H IGHLIGHTS AGING OF THE POPULATION The number of Connecticut residents who are 65 and older is projected to increase by 72% between 2005 and 2030, whereas those from
More informationPublic sector employers already face growing financial. How Public Sector Employers Can Manage Retiree Health Liabilities. Retirement Strategies
Retirement Strategies How Public Sector Employers Can Manage Retiree Health Liabilities Changes in the Governmental Accounting Standards Board (GASB) reporting requirements will increase the liabilities
More informationEconomic Contribution of
Executive Summary The Economic Contribution of Lincoln Land Community College Springfield, Illinois Investment Analysis Economic Growth Analysis January 2011 Socioeconomic Impact Study STUDY HIGHLIGHTS
More informationClick to edit Master title style New Ballgame for 401k Plans
Click to edit Master title style New Ballgame for 401k Plans Is Your Plan Advisor an Asset or Liability? Speakers: Ty Parrish Senior ERISA Consultant Blue Prairie Group Michael Rom Senior ERISA Consultant
More informationHow Plan Sponsors of Larger 401(k) Plans Are Aiming for Retirement Preparedness: A Human Resources Perspective
How Plan Sponsors of Larger 401(k) Plans Are Aiming for Retirement Preparedness: A Human Resources Perspective MORE THAN TEN YEARS after the Pension Protection Act (PPA) was signed into law, along with
More informationPlan Sponsor Attitudes 2017
Plan Sponsor Attitudes 2017 Eighth Edition Not FDIC Insured May Lose Value No Bank Guarantee For investment professionals and plan sponsors. Eighth Edition Survey Background 1,106 plan sponsors who use
More informationMISSISSIPPI ECONOMIC OUTLOOK
MISSISSIPPI ECONOMIC OUTLOOK 2011-2016 2016 NATIONAL TRENDS MISSISSIPPI TRENDS EMPLOYMENT HOUSING SALES, REVENUES. National Economy: Not Out of the Woods Private sector jobs growing, if slowly Consumer
More informationThinking differently about helping your clients measure retirement success
Thinking differently about helping your clients measure retirement success April 2018 For institutional investor use only. Not for use with or distribution to the public. 100 years of dedicated service
More informationUnderstanding Collective Trust Funds and Trends in the Marketplace. Sharon Ennis, SVP April 12, 2017
Understanding Collective Trust Funds and Trends in the Marketplace Sharon Ennis, SVP April 12, 2017 U.S. Total Market Retirement Trillions of dollars, end-of-period, selected periods Total U.S. retirement
More information2015 STABLE VALUE STUDY SM. A Survey of Plan Sponsors, Stable Value Fund Providers and Advisors
2015 STABLE VALUE STUDY SM A Survey of Plan Sponsors, Stable Value Fund Providers and Advisors ABOUT METLIFE MetLife, Inc. (NYSE: MET), through its subsidiaries and affiliates ( MetLife ), is a leading
More informationEmployee Benefits for a Multi-Generational Workforce
Employee Benefits for a Multi-Generational Workforce There s an unusual phenomenon occurring in today s workforce. Three distinct generations Baby Boomers, Gen-Xers and Millennials are working alongside
More informationThe Hanover Insurance Group
The Hanover Insurance Group Bank of America Merrill Lynch 2019 Insurance Conference February 13, 2019 Jack Roche President and Chief Executive Officer 1 Forward-looking statements Forward-looking statements
More informationThe Massachusetts Economy: Could This Be the New 90 s?
The Massachusetts Economy: Could This Be the New 90 s? Presentation to MassEcon January 23, 2015 Alan Clayton-Matthews School of Public Policy and Urban Affairs Northeastern University NEEP, MassBenchmarks
More informationLIFT RETIREMENT NEWS AND INFORMATION FOR EMPLOYERS Q Chuck Furr, CFP, AIF 1201 Battleground Avenue Suite 200 Greensboro, NC 27408
Q2 2017 LIFT RETIREMENT NEWS AND INFORMATION FOR EMPLOYERS Chuck Furr, CFP, AIF 1201 Battleground Avenue Suite 200 Greensboro, NC 27408 Email: info@midtownfa.com Phone: (336) 852-4554 Website: www.midtownfa.com
More informationU.S. Economic and Medical Office Market Overview and Outlook. November, 2014
2014 U.S. Economic and Medical Office Market Overview and Outlook November, 2014 Economic & Demographic Overview U.S. GDP Growth and Health Care Spending Trends GDP Health Care Expenditures Annualized
More informationDC DIMENSIONS. Focusing on Income for Better Outcomes. Sustainability Options in DC Plans?
WINTER 2018 DC DIMENSIONS Leading Thinkers. Leading-Edge Solutions. 14 Provider Spotlight: Exploring Annuities for Retirement Income 18 Legal Update: ERISA 3(21) and 3(38) Fiduciary Models 20 Consultant
More informationCollective investment trusts (CITs): Benefits & Capabilities Presented to: National Council on Teacher Retirement
Collective investment trusts (CITs): Benefits & Capabilities Presented to: National Council on Teacher Retirement March 29, 2017 Agenda Overview of collective investment trusts (CITs) Comparison of CITs
More informationJune Target date funds: Why the to vs. through analysis falls short and what you should be considering
June 2018 Target date funds: Why the to vs. through analysis falls short and what you should be considering Executive Summary Jake Gilliam Head Client Portfolio Strategist, Multi-Asset Strategies, Charles
More informationCustom Target Date Strategies: Considerations for Plan Sponsors
Custom Target Date Strategies: Considerations for Plan Sponsors May 2014 T. ROWE PRICE Investment Viewpoint EXECUTIVE SUMMARY Defined contribution plan sponsors that use target date portfolios can choose
More informationRedesign of DC plans focuses on building the right oversight process moving forward.
2016 DEFINED CONTRIBUTION OUTLOOK Redesign of DC plans focuses on building the right oversight process moving forward. NOVEMBER 2016 This summary is part three of a three-part plan sponsor research series
More informationNovember 2015 Investor Presentation 2
Certain statements made by us in this presentation that are not historical facts or that relate to future plans, events or performances are forwardlooking statements that reflect management s current outlook
More informationDefined Contribution Plan Participants Activities, 2017
ICI RESEARCH REPORT Defined Contribution Plan Participants Activities, 2017 MAY 2018 The Investment Company Institute (ICI) is the leading association representing regulated funds globally, including mutual
More informationPICKING A WINNER Advisers share their favorite investment managers and recordkeepers
PICKING A WINNER Advisers share their favorite investment managers and recordkeepers Advisers generally deal with multiple plan providers and investment managers on a regular basis, and in a variety of
More informationActuarial valuation of employee benefits under AS15 and IAS19
Actuarial valuation of employee benefits under AS15 and IAS19 Our experts can help you and your clients: Estimate employee benefits expense and liability to be recognized in the financial statements Project
More informationEUROPEAN DEFINED CONTRIBUTION 2017
EUROPEAN DEFINED CONTRIBUTION 2017 Navigating the Changing Landscape Overview & Methodology This annual report, in its eighth iteration, examines the shift among European pension systems away from defined
More informationFocus on income: Help shape your participants retirement
Focus on income: Help shape your participants retirement Target Date Plus Models offered as part of the TIAA Custom Portfolios Model Service FPO For institutional investor use only. Not for use with or
More informationCASE STUDY: Plan Sponsor Insights on Custom Target-Date and Re-Enrollment
CASE STUDY: Plan Sponsor Insights on Custom Target-Date and Re-Enrollment Tim Dillane Director, Pension Investments Merck & Co., Inc. Dick Davies Senior Managing Director AllianceBernstein, L.P. Today
More informationDefined Contribution Plan Participants Activities, First Three Quarters of 2017
ICI RESEARCH REPORT Defined Contribution Plan Participants Activities, First Three Quarters of 2017 FEBRUARY 2018 The Investment Company Institute (ICI) is the leading association representing regulated
More informationManning & Napier Investor Presentation June 2014
Manning & Napier Investor Presentation June 2014 The Manning & Napier Fund, Inc. is managed by Manning & Napier Advisors, LLC ( Manning & Napier ). Manning & Napier Investor Services, Inc. and affiliate
More informationImproving the Target Date Fund Selection
Improving the Target Date Fund Selection INSIDE: By Chris Karam Executive Summary The target date selection process has dramatically changed over the last five years, aided by government regulations, an
More informationDefined Contribution Plan Participants Activities, First Quarter 2018
ICI RESEARCH REPORT Defined Contribution Plan Participants Activities, First Quarter 2018 AUGUST 2018 The Investment Company Institute (ICI) is the leading association representing regulated funds globally,
More information2012 Workplace Benefits Report
2012 Workplace Benefits Report The State of Workplace Benefits in 2012 Workplace benefits integral to company performance and vital to employees lifelong financial security I m pleased to share with you
More informationUNDERSTANDING 401(k) PLAN FEE STRUCTURES AND INVESTMENT TRENDS
UNDERSTANDING 401(k) PLAN FEE STRUCTURES AND INVESTMENT TRENDS Presentation for the Plan Sponsor Council of America s 68th National Conference Holly Verdeyen, CEBS, Director, Defined Contribution, Russell
More informationN ORTHEAST PLANNING ASSOCIATES, INC. R ETIREMENT PLAN. Consulting. Helping Keep Your Firm s Plan On Course
N ORTHEAST PLANNING ASSOCIATES, INC. R ETIREMENT PLAN Consulting Helping Keep Your Firm s Plan On Course Who We Are Managing a retirement plan is complicated. Northeast Planning Associates specializes
More informationThe Q2 Factor Winner? Small Cap.
The Q2 Factor Winner? Small Cap. July 23, 2018 by Nick Kalivas of Invesco As global risks grow, factor diversification may help investors stay prepared With fears of a trade war looming over global large-cap
More informationFIDELITY INVESTMENTS ENHANCES INDUSTRY-LEADING TARGET DATE RETIREMENT STRATEGIES
FOR IMMEDIATE RELEASE CONTACTS: Corporate Communications Nicole Goodnow (617) 563-5800 (617) 563-3785 Follow us on Twitter @FidelityNews nicole.goodnow@fmr.com FIDELITY INVESTMENTS ENHANCES INDUSTRY-LEADING
More informationThe Financial Capability of Young Adults A Generational View
FINRA Foundation Financial Capability Insights March 2014 Author: Gary R. Mottola, Ph.D. This brief was produced in consultation with the United States Department of the Treasury and in support of the
More informationWho is internationally diversified? Evidence from (k) Plans
Discussion of Who is internationally diversified? Evidence from 296 401(k) Plans Geert Bekaert Kenton Hoyem Wei-Yin Hu Enrichetta Ravina 2014 Retirement Research Consortium Meeting August 7, 2014 Jonathan
More information2015 AFP. Compensation Report. Key Highlights
2015 AFP Compensation Report Key Highlights 2015 AFP Compensation Report Key Highlights Introduction Methodology Key Highlights About the Survey 2015 AFP Compensation Report A more detailed version of
More informationLEVERAGING MULTIPLE SMALL EMPLOYER PLANS
LEVERAGING MULTIPLE SMALL EMPLOYER PLANS to close the Retirement Coverage Gap John J. Kalamarides Senior Vice President, Institutional Investment Solutions For Plan Sponsor and Financial Advisor Use Public
More informationBalancing Costs, Risks, and Rewards
July 2013 Balancing Costs, Risks, and Rewards The Retirement and Employee Benefits Landscape in 2013 A report prepared by CFO Research in collaboration with Prudential Financial, Inc. July 2013 Balancing
More information2011 NIPA Retirement Plan TPA Study.
211 NIPA Retirement Plan TPA Study Content 2 I. Sales & Marketing II. Management Practices III. Behaviors and Preferences I. Sales and Marketing 3 Please indicate the following based on 28, 29, and 21
More informationPLAN SPONSORS SPEAK WITH ACTION. The Shift from Recordkeeper Proprietary Target-Date Funds to Nonproprietary Solutions
PLAN SPONSORS SPEAK WITH ACTION The Shift from Recordkeeper Proprietary Target-Date Funds to Nonproprietary Solutions PROPRIETARY OR NONPROPRIETARY? When the Pension Protection Act (PPA) was passed in
More informationA New Paradigm DELIVERING RETIREMENT BENEFITS TO HEALTHCARE AND HIGHER EDUCATION EMPLOYEES
Q&A PANEL January 2019 Retirement benefits insights to inform your decision-making. A New Paradigm DELIVERING RETIREMENT BENEFITS TO HEALTHCARE AND HIGHER EDUCATION EMPLOYEES The retirement benefits environment
More informationHeterogeneity in Target-Date Funds and the Pension Protection Act of 2006
Heterogeneity in Target-Date Funds and the Pension Protection Act of 2006 Pierluigi Balduzzi and Jonathan Reuter Boston College, Carroll School of Management 13 th Annual Joint Conference of the Retirement
More informationNavigating the Retirement Opportunity
2016 Franklin Templeton Advisor Forum Navigating the Retirement Opportunity Trends and Impacts for Canadians Matthew Williams Head of Defined Contribution & Retirement Franklin Templeton Investments Corp.
More informationFocus on DC: Target date investing trends and opportunities
J.P. Morgan Asset Management Research Summit 2011 Passport to opportunity Focus on DC: Target date investing trends and opportunities Daniel Oldroyd, CFA, CAIA Client Portfolio Manager, Global Multi-Asset
More informationRetirement Plans in Institutions of Higher Education
2013 Retirement Plans in Institutions of Higher Education Table of Contents About the Research... 3 Executive Summary... 4 Plan Types... 5 Contribution Levels and Practices... 9 Plan Design... 14 Defined
More information