Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 5th, 2016
Auto Enrollment, Collective Trusts Allowed for Church Plans
Part of the budget deal passed by President Obama includes legislation for church plans for which lawmakers have repeatedly pushed. Read more >
PPA Vision of More Informed Investors Has Progressed
Target-date funds have carried a lot of individuals a lot further on the road to retirement readiness, but the helpful features of TDFs—automatic asset allocation and regular rebalancing, in particular—are not enough to overcome poor decisionmaking in other areas.  Read more >
Private Sector Could See Public Retirement Plan
The Connecticut Retirement Security Board has submitted a report to the General Assembly recommending a number of initiatives to the legislature and the governor to address the issue of private-sector workers in Connecticut without access to a workplace savings plan. Read more >
Fiduciary Rule Will Impact $3T of Assets, Morningstar Says
The Department of Labor’s proposed fiduciary rule will affect $3 trillion of client assets and $19 billion of revenue at full-service wealth management firms, Morningstar says. Read more >
Is the Traditional Fiduciary Insurance Model at Risk?
'Massive' Fraud Charges Trigger Allianz Global Investors U.S. Sale to Voya
Why Small Business Owners Often Resist 401(k)s
Retirement Industry People Moves
SEC Votes to Propose Updated Fund Name Rules, ESG Disclosures for RIAs
Sponsored message from BLACKROCK
DC Fixed Income: The World Has Changed. It’s Time to Catch Up.
Learn how DC plans should respond to a fixed income environment that is more complicated than anything we’ve seen in decades.  Read more >
Latest Practice Benchmarking Insights
For retirement plan advisers to remain competitive, it is important that they gauge how their services and pricing measure up against those of their peers. The 2015 PLANADVISER Practice Benchmarking Survey, our ninth, gives invaluable insight into your industry competitors. Read more >
Don’t Leave Them Stranded
Highly compensated employees saving for retirement face both the IRS limits on their individual contributions and the limits effectively imposed on them by their plan’s need to pass nondiscrimination testing. Read more >
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