Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 4th, 2017
Fee Litigation Targets Multiple Retirement Plans at Health System
Plaintiffs suggest their employer should have allowed a single recordkeeper to service its traditional DC plan and its 403(b)—and that it paid excessive fees by paying for distinct administrative services for each. Read more >
All Generations Worry About Retirement
Forty-five percent of Baby Boomers expect their standard of living will decrease in retirement; the vast majority of Generation X think their generation will have a harder time achieving financial security than their parents. Read more >
Advisers Will Share New Investment Ideas in 2017
Clients are demanding new approaches to investing and new ways to address fiduciary risks; advisers are finding ways to oblige them. Read more >
Financial Shocks in Retirement
Pre-retirees expect to live to age 85, but the latest SOA mortality data finds that a 65-year-old male will live to age 86.6, while a 65-year-old female will reach age 88.8. Nonetheless, 55% of pre-retirees and retirees do not anticipate living that long. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Excessive Fee Suit Filed Against Multiemployer Plan
3
Spouses Play Increasingly Influential Role Alongside Advisers
4
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
5
Retirement Industry People Moves
Fiduciary Fitness: Burden of Proof
A recent case that defense attorneys likely believe is an example of the maxim “bad facts make bad law” is Estate of Barton v. ADT Security Services Pension Plan, for which a request for rehearing was recently denied. Read more >
2016 PLANADVISER Practice Benchmarking Survey
What do retirement plan advisers view as their biggest challenges? Their greatest opportunities? What are the primary benefits they receive from custodians and broker/dealers? The 2016 PLANADVISER Practice Benchmarking Survey of 613 retirement plan advisers shares insights into these and other key questions—and gives you a guidepost to see how you compare with your peers. Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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