Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 8th, 2016
'Largely Unpredictable' Which Clients Could be Sued by Participants
“There is no panacea in terms of plan design that I have seen that would avoid litigation … Even plans with fees that would appear to be objectively very low and that utilize a large amount of passive funds have found themselves subject to suit.” Read more >
Client Motives Differ in Broad Financial Wellness Trend
Driven both by employer paternalism and pragmatism, financial wellness programs are rapidly expanding among U.S. companies, according to Aon Hewitt. Read more >
Percentage Able to Afford Essentials in Retirement Rises
Even after recent gains, more than half of the population (55%) may not be able to cover housing, health care or food costs. Read more >
Bob Doll Peers Into His Crystal Ball for 2016
The economy will keep on muddling through; investors will have to jump some hurdles, but Bob Doll says there is still room for optimism. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
Vantage Point
We’ve compiled a list of seven top trends of the next year, as defined and dissected by some of the best-connected voices in the PLANADVISER network. We hope you will find the discussion helpful as you plan for another exciting year. Read more >
Practice Management Center
Choice is good, but too much of it can lead to analysis paralysis. Our new practice management center brings together tips and strategies for helping plan sponsors evaluate their options and make confident choices.  Read more >
Individuals Want Help with Current Financial Challenges
Budgeting is the top financial goal of individuals overall; men are exceedingly more likely to prioritize investing as a financial goal than women; 20-somethings value saving for major expenses; and parents may be putting their family’s needs ahead of their own, a study finds. Read more >
Fidelity Launches Personal Retirement Score
On a scale of zero to 150, the score lets people know how well prepared they are for retirement. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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