Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 11th, 2016
Clients Will See Little Effect from SEC Liquidity Risk Efforts
John Hollyer with Vanguard sees the SEC’s new efforts having a minimal effect on retirement plan investors, but it’s still key for plan officials to understand what’s going to change in the markets.  Read more >
IRS Guidance Shows Anticipation of Pre-Approved 403(b) Plans
In the guidance, the IRS says a section has been added to note that opinion and advisory letters will be issued to 403(b) pre-approved plans and provide information regarding the process in obtaining such letters. Read more >
Social Media Attitudes Shifting Among Advisers
As financial services companies enter the new year, LIMRA finds their use of social media is rapidly shifting to include more business development. One adviser pegs 90% of recent AUM growth to social media presence.  Read more >
PBGC Releases Modified Reportable Events Forms and Instructions
PBGC’s regulation on reportable events and large cumulative funding underpayments describes the events and notice requirements in detail. Read more >
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Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
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A New World and New Opportunities for Alpha
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Home Depot ERISA Lawsuit Clears Dismissal Motions
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Intel Now Faces Consolidated Suit Over Alternatives in TDFs
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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 >
A White Paper Digs Into Stable Value
With steady returns, principal protections and buffering from volatility, why do DC plans shy away from stable value funds? Read more >
Retirement Industry People Moves
Arnerich Massena transitions some of its plan services business line to SageView Advisory; new hires at Macquarie Group and more. Read more >
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