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Effective URL: https://www.planadviser.com/research/?utm_source=newsletter&utm_medium=email&utm_campaign=PAdash
Submission: On November 22 via api from US — Scanned from DE
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* * * News & Columns * Deals & People * Practice Management * Products * Client Service * Data & Research * Investing * Compliance * Browse All Topics * Exclusives * Awards * Research * Thought Leadership * Articles * White Papers * Events * Webcasts * Video * Magazine * Search * * * * * * LOG IN * REGISTER * ABOUT PA * CONTACT US * NEWSLETTERS * PLANADVISER Dash * Spotlight * Subscribe * MAGAZINE * Archive * * * News & Columns ► * Deals & People * Practice Management * Products * Client Service * Data & Research * Investing * Compliance * Browse All Topics * Exclusives * Awards * Research * Thought Leadership ► * Articles * White Papers * Events * Webcasts * Video * Magazine * Search * * LOG IN * REGISTER * * * News & Columns * Deals & People * Practice Management * Products * Client Service * Data & Research * Investing * Compliance * Browse All Topics * Exclusives * Awards * Research * Thought Leadership * Articles * White Papers * Events * Webcasts * Video * Magazine * Search * -------------------------------------------------------------------------------- Home > Research RESEARCH SURVEYJune 21, 2022 2022 PLANADVISER DCIO SURVEY SURVEYS 2022 PLANADVISER DCIO SURVEY The reach of defined contribution investment only marketplace—and how industry insiders expect intermediaries to expand the current concentration of assets among a few DCIO providers to competing investment firms. LAST PUBLISHED: June, 2022 VIEW LATEST PAST SURVEYS 1. 2021 2. 2020 3. 2019 4. 2018 5. 2017 6. 2016 7. 2015 8. 2014 9. 2013 2021 PLANADVISER SMALL-PLAN SERVICES SURVEY LAST PUBLISHED: July, 2021 VIEW LATEST PAST SURVEYS 2020 PLANADVISER PRACTICE BENCHMARKING SURVEY Our definitive annual report on how retirement plan advisers run their practices, particularly with respect to recommending funds, providing individual advice to plan participants and serving as a fiduciary. LAST PUBLISHED: December, 2020 VIEW LATEST PAST SURVEYS 1. 2020 2. 2019 3. 2018 4. 2017 5. 2016 6. 2015 7. 2014 8. 2012 2020 PLANADVISER RETIREMENT PLAN ADVISER SURVEY Many Facets of Value: When selecting investment managers, advisers' top concern is performance, whereas when choosing a recordkeeper, value for price is top of mind. LAST PUBLISHED: October, 2020 VIEW LATEST PAST SURVEYS 1. 2019 2. 2018 3. 2017 4. 2016 5. 2015 6. 2014 7. 2013 8. 2012 2020 PLANADVISER RECORDKEEPER SERVICES SURVEY Thorough Analysis: Recordkeepers' consistent evolution has led them to offer a wide range of investments, technology and servicing options today. LAST PUBLISHED: August, 2020 VIEW LATEST PAST SURVEYS 1. 2019 2. 2018 3. 2017 4. 2016 5. 2015 6. 2014 7. 2013 8. 2008 9. 2007 2020 PLANADVISER MICRO PLAN SURVEY A look at the many services that retirement plan advisers provide to micro plans, i.e. those with less than $5 million in assets, particularly review of fund performance and plan investment selection guidance. LAST PUBLISHED: February, 2020 VIEW LATEST PAST SURVEYS 1. 2019 2. 2018 3. 2017 4. 2016 5. 2015 6. 2014 7. 2013 8. 2009 9. 2008 2017 PLANSONSOR TARGET-DATE FUND BUYER’S GUIDE Our guide to the size, scope and design of target-date fund options, and a look at how TDF managers continue to evolve their thinking and underlying allocations. LAST PUBLISHED: September, 2017 VIEW LATEST PAST SURVEYS 2017 PLANADVISER ADVISER VALUE SURVEY Lighting the Way: The value that advisers bring to retirement plans, particularly when it comes to plan design and oversight—such as the use of automatic features, an investment policy statement and quarterly investment reviews. LAST PUBLISHED: April, 2017 VIEW LATEST PAST SURVEYS 1. 2016 2. 2015 3. 2014 4. 2013 5. 2008 2015 PARTICIPANT SURVEY An examination of where participants stand; 40% of all respondents to the 2014 survey reported being either “confident” or “very confident” of achieving their retirement savings goals by age 65, but this year that number dropped to 35%. LAST PUBLISHED: June, 2015 VIEW LATEST PAST SURVEYS By using this site you agree to our network wide Privacy Policy. OK, GOT IT MOST POPULAR MOST READ MOST EMAILED * Data & Research 53% OF SAVERS WHO RELY ON WORKPLACE PLANS DON’T WORK WITH ADVISERS * Compliance DOL REJECTS FORUSALL’S ‘TACTICAL RETREAT’ IN CRYPTO RETIREMENT CASE * Investing FTX BANKRUPTCY HAS CHILLING EFFECT ON CRYPTO USE IN RETIREMENT PLANS * Practice Management RECORDKEEPER CONSOLIDATION LEADS TO DROP IN PROPRIETARY PRODUCT SHARE, OPENING DOOR FOR ASSET MANAGERS * Data & Research RETIREMENT ACCOUNT BALANCES DOWN 21% OR MORE IN Q3, FIDELITY DATA SHOWS * Compliance DOL REJECTS FORUSALL’S ‘TACTICAL RETREAT’ IN CRYPTO RETIREMENT CASE * Data & Research DETERMINING HEALTH COST NEEDS IN RETIREMENT IS COMPLEX * Data & Research OLDER AMERICANS IN URGENT NEED OF RETIREMENT INCOME EDUCATION * Client Service SOCIAL SECURITY CLAIMING IS ADVICE OPPORTUNITY * Client Service PSNC 2015: RE-VISIONING RETIREMENT THOUGHT LEADERSHIP SPOTLIGHT MORE * The Right Team Is Key to a Successful PRT Sponsored by Nationwide MARKET MIRROR * Monday, the Dow lost 45.41 points (0.13%) to close at 33,700.28, the Nasdaq decreased 121.55 points (1.09%) to end trading at 11,024.51 and the S&P 500 decreased 15.40 points (0.39%) to close at 3,949.94. The Russell 2000 lost 10.59 points (0.57%) to close at 1,839.14 and the Wilshire 5000 decreased 192.23 points (0.49%) to close at 39,247.66. The price of the 10-year Treasury note increased 1/32, bringing the yield down to 3.833% The price of the 30-year Treasury note decreased 4/32, bringing the yield up to 3.904%. INDUSTRY WHITE PAPERS * Keep up to date with PLANADVISER’s Industry Intelligence FOLLOW PLANADVISER * * * * PLANADVISER * News & Columns * Exclusives * Awards * Research * Thought Leadership * Events NEWSLETTERS * Planadviser dash * Spotlight * Subscribe ABOUT PA * About Us * Contact Us * Reprints & Permissions * Advertise * Privacy Policy ADVERTISE WITH PLANADVISER LATEST ISSUE PLANADVISER SEPT/OCT 2022 PLANADVISER IS OPTIMIZED FOR SUBSCRIBE TO THE PRINT EDITION SUBSCRIBE TO THE DIGITAL EDITION * CIO * PLANADVISER * PLANSPONSOR 702 King Farm Boulevard, Suite 400, Rockville, MD 20850 / +1 212-944-4455 / issgovernance.com Copyright ©2022 Asset International, Inc. 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