Lynette DeWitt

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  Sponsors Limit Target Date Fund Picks: FRC Study

  By Marlene Y. Satter, AdvisorOne  |  August 10, 2011

  Although an entire series of target date funds may be marketed to retirement plan sponsors, they may decide to choose only a few funds out of the series, according to a new analysis of 401(k) recordkeeper platforms by the Financial Research Corporation

• Sub-Advisory Market Is Robust, FRC Data Show

  By Michael S. Fischer  |  April 8, 2011

  The sub‐advisory market last year rebounded to levels seen before the onset of financial crisis in 2008, achieving an all-time high of $1.7 trillion in assets, according to a statement issued Wednesday by Financial Research Corporation (FRC).

• ETFs to Hit 15% Share of Fund Assets in 2014, FRC Says

  By Janet Levaux, AdvisorOne  |  September 17, 2010

  ETFs should continue to pick up assets at the expense of mutual funds, with a nearly 15% year-over-year growth in 2010, according to the Financial Research Corporation.

• Target Date Funds Need Work

  By Savita Iyer-Ahrestani, AdvisorOne, Savita Iyer-Ahrestani, AdvisorOne  |  January 22, 2009

  The collapse of the financial markets has sounded a strong wake-up call for target date funds.

• HSAs Looking Healthy

  By Elizabeth D. Festa  |  July 28, 2005

  The prognosis for health savings accounts, the tax-free money used in conjunction with high deductible health insurance, is rosy, according to recent studies, but is there a place for them in the retirement planning world? It depends on who ends up getting the largest share of the market, and how...