Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 3rd, 2017
SEC Offers Guidance on DOL Fiduciary Rule Compliance
Since the DOL conflict of interest rule’s publication, mutual fund providers and their adviser-intermediaries have also been asking the SEC extensive questions about sales loads, fee schedules, etc. Read more >
Prudent Default Can Include Lifetime Income Elements: DOL
An investment with lifetime income elements can be a prudent default investment option in DC plans, even if not a QDIA, the DOL said in an information letter. Read more >
DC Plan Sponsors See Reason for Caution in ESG
Retirement plan advisers expect a steady stream of new ESG/SRI investment products in 2017, but it is less clear that sponsor clients are interested. Read more >
ETFs Find DC Entry via TDFs
Seventeen TDF providers leverage exchange-traded funds as underlying investments. Read more >
Nearly Three-Quarters of Boomers Want to Delay Retirement
Will SCOTUS Decide the Fate of the DOL Fiduciary Rule?
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Many Americans Would Forego Social Security Payments for Student Loan Debt Forgiveness
Retirement Programs Must Continue to Evolve to Address Participant Needs
Highlights From the 2016 PLANADVISER National Conference
Ten years of building profitable practices and evolving business models. Read more >
Cultivating Your Practice
The right ingredients to grow your practice. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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