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While more than 7 in 10 affluent pre-retirees age 55 and older feel confident about their ability to generate a suitable income stream in retirement, less than one-third have determined the most sensible Medicare option or evaluated financial protections against major health event expenses.
Amid an environment in which fee scrutiny is more rigorous than ever, Empower Retirement emerges as the provider that 401(k) plan sponsors attribute most with providing good value for the money.
DC plan advisors are managing fewer plans on average, but as the asset size of those plans is trending higher it's impacting the support they need.
The expected retirement age among affluent pre-retirees today has gone up to 68–eight years higher than the actual retirement age reported by those already in retirement. There are multiple factors driving this delay including the anticipated sources of retirement income, and an overall lack of confidence among pre-retirees in their ability to meet all of their retirement income needs.
One in two (51%) affluent investors with a balance in a former employer-sponsored retirement plan (ESRP) expects to move their money into a rollover IRA in the next 12 months, representing the potential for $382 billion* to transfer into IRAs this year....
In the highly competitive 401(k) market, it's tempting for plan providers to aim for mega plan conversions. However, new data suggest that plan providers would be better off focusing sales efforts on small and mid-sized plans.
Retirement expertise and broader product consideration give a handful of asset managers an edge among plan advisors.
Just over one in ten (11%) of 401(k) plan sponsors report they are very likely to replace their current recordkeeper sometime over the next 12 months, consistent with the 11% of sponsors who forecasted doing so and followed through in 2014.
Linda York and Julia Johnston-Ketterer will join our friends at Broadridge to discuss valuable retirement marketplace trends including participant satisfaction, brand loyalties, behavioral insights and engagement levels.
Join Linda York, vice president at Cogent Reports™ for a special, live presentation on turning the focus on DC plan fees Into an opportunity.
Compared to the period before the Great Recession, American consumers have lower incomes, are spending less, are more cautious about using credit and are setting their sights on the here and now more than on the future.
Proprietary target date offerings are no longer a shoo-in as nearly half (47%) of all advisors selling DC retirement plans now recommend an external manager for target date funds rather than the proprietary target date funds offered by the plan recordkeeper.
A new study by Cogent Reports reveals that financial advisors who focus on the defined contribution (DC) plan market still hold the bulk of their total AUM with individual clients.
DC advisors are trimming down their set of go-to providers. Recommending an average of just 2.2 plan providers to prospective clients, advisors are increasing competitive pressure in the market.
Three firms–American Funds, Empower Retirement and Voya–are giving Fidelity Investments and Vanguard a run for their money in the 401(k) market.
Mega plan sponsors, which often serve as indicators of new industry trends, are pushing the envelope yet again, going beyond target date funds by offering more personalization to their plan participants through managed account vehicles.
One in ten (9%) investors with at least $100,000 in investable assets is likely to roll over a total estimated $280 billion into IRAs this year.
Enhance retirement income product positioning with a better understanding of how advisors are using retirement income products with a high level overview of the Cogent Reports Advisor In-Retirement Income study.
View highlights from recently released Cogent Reports™ research on the opportunity plan providers and asset managers have to capture assets.
Selecting a new DC plan record keeper is a labor-intensive event plan sponsors avoid until necessary, but when it comes time to make a decision, the soft factors of a relationship are the key components to winning new business.
New study finds that American Funds, Fidelity, Vanguard and BlackRock are the most trusted DC investment managers.
Paul Hartley has been promoted to SVP, managing director of the Technology and Telecommunications division and Leigh Admirand has joined the team as a senior vice president.
After years of extremely low turnover, retirement plan sponsors are giving serious consideration to altering their 401(k) plan recordkeeping relationships.
Responding to industry pressure to reduce overall plan costs, financial advisors are changing their fund lineup to include more passive investment options in the DC plans they manage.
Retail and institutional investors are seeking solutions that blend strong, consistent performance, risk management, low volatility and best-in-class service. At the same time, the industry is experiencing systemic trends like fee-based compensation,...