Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 13th, 2016
What Comes Next for In-Plan ESG Investing?
From the headline-grabbing U.N. climate summit held in Paris to new DOL regulations on environmentally-minded investing by retirement plans, sustainability is clearly on the mind. How are providers responding? Read more >
Investing Considerations for Not-for-Profit Health Care Clients
Choosing a DC plan’s investment structure and fund lineup is an ongoing task, not a “set and forget” initiative. Investments should be regularly monitored (at least annually), with attention paid to both performance and cost. Read more >
Savings Rates in Retirement Plans Have Increased
In a particularly encouraging sign, lower-paid participants are saving more in their retirement plans than they were two years ago, according to the Plan Sponsor Council of America’s 59th Annual Survey. Read more >
He Said, She Said in Financial Decisions
Similar to studies that find women and men differ when it comes to investing styles, research from LIMRA Secure Retirement Institute reveals that two-thirds of women age 50 and older say they split financial decisions with their spouses, while fewer than half of men admit to sharing decisions. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Education on Lifetime Income Needed in Not-for-Profit Sector
3
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Differentiate Yourself in 45 Seconds
Advisers can sell plan services and support, but can they sell themselves? A new study argues advisers with a better sense of their own value win more clients and greater loyalty.  Read more >
The Practice Management Center
Do you want to take participant education from a loss leader to a differentiator for your practice? Read more >
Tools, Training to Address DOL Fiduciary Definition
It’s not yet a done deal, but DALBAR expects the best interest contract exemption in the proposed fiduciary definition by the DOL to soon become a reality. As the industry waits to see if and when the definition will be implemented, compensation models are an area of intense scrutiny. Read more >

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

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

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