Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 9th, 2017
Market Growth Expectations Continue to Drop Long-Term
Sharing advanced data from their forthcoming 2017 Long-Term Capital Market Assumptions report, J.P. Morgan Asset Management researchers tell PLANADVISER they expect marginally tougher investing conditions during 2017, continuing the trend of declining long-term return assumptions. Read more >
Should DC Plans Include Private Equity in TDFs?
Adding private equity into a custom TDF’s asset class mix can potentially increase a DC plan participant’s total amount saved and distributable by about 8.7%, according to a new study. Read more >
PBGC Issues Premium Filing Instructions for 2017
The Pension Benefit Guaranty Corporation has released updated instructions on filing premiums required by sections 4006 and 4007 of ERISA during the 2017 plan year. Read more >
Fidelity Sees Increased Focus on Wellness and Retirement Income
The company also predicts continued changes in adviser fee models and stricter requirements for DC plan loans. Read more >
TOP 100 Retirement Plan Advisers
Assessing Likely Impacts of IRS Hardship Withdrawal Rule Changes
What Is a DOL Adviser Investigation Like?
Managed Account QDIA Mechanics Challenge Plan Sponsor Clients
Court Returns Mixed Ruling in Schwab ERISA Self-Dealing Suit
Sponsored message from T. ROWE PRICE
Considerations for Selecting a Financial Wellness Provider
As financial wellness increases in popularity, it becomes critical to develop a valid framework for selecting a financial wellness provider. Read more >
Retirement Industry People Moves
Lincoln Investment Capital Holdings Purchases Legend Group Holdings; Morgan Lewis Extends Employee Benefits Services with Three New Partners; AllianzGI Acquires Sound Harbor Partners; and more. Read more >
Basics are Needed
Few have figured out their retirement goals. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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